Data + Marketing Solutions | 100 Years


Estate Planning Inquirers

View Datacard: Excel | PDF
Updated: 12/2017
Confirmed: 12/2017

Within these premium mailing list, with optional opt-in email addresses, the affluent audience has requested estate planning information within the last 12 months.  All marketing data points, self-reported and public, are audited and double verified each month through 2 or more organic sources ensuring superior accuracy and a receptive and responsive audience.  The conservative audience in this premium marketing data are upscale investors who are actively seeking financial guidance and wealth management for their assets to avoid unnecessary taxes, liabilities, difficulties, and pitfalls.  These older investors are concerned with their retirement, asset preservation, and the strategic transfer of assets to their spouse, family, heirs and charities.    

3,864,215 Individuals who Requested Estate Planning Info. $105.00/M
   375,521 With Phone Numbers (DNC Suppressed) $125.00/M
   890,948 Opt-In Email Addresses $145.00/M

Call or Email to Order!


Avg. Age


Avg. Income


Avg. Net Worth


Gender Precentage

10F - 90M


Sources: Direct Response | Direct Mail | Opt-In Email

Unit of Sale


Investment Questionnaires
Direct Mail
Seminar Attendees

Proprietary Sources
Space Ads
Investment Subscriptions
Opt-In Email

$2,000.00 Average



4-Up Cheshire
P.S. Labels
3.5 Diskette
Email / FTP
Email - Deployment
Email - Personalization


Age N/C
Income Select N/C
Phone Number $20.00/M
Zip/Scf/County/State $7.00/M
P.S. Labels $10.00/M
3x5 Index Cards $35.00/M
3.5 Diskette $50.00/F
CD ROM $50.00/F
Email/FTP $50.00/F

Minimum Order 5,000 Records

Guaranteed 95% Deliverable
Updated Quarterly
Last Update:   12/2017
Next Update:    3/2018
Delivery: Within 24 Hours
Data Transfer: $25.00 Flat Rate

Postal Address: Updated Quarterly - NCOA - CASS Certification
Email Address: Updated Daily - CAN - SPAM Compliant
Telephone Number: Updated Bi-Monthly - DNC Suppressed
 List Broker Discount 25% - More Information


Net Worth $10.00/M
Gender $5.00/M
Key Coding $5.00/M
Carrier Rt. Sort. $10.00/M
Bar Coding $10.00/M
Email - Deployment $25.00/M
Email - Personalization $25.00/M


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