Estate Planning Database

801,809 Estate Planning Database@ $125/M

TELEMARKETING FILE: One year’s unlimited usage @ $300/M includes: Name, Address, City, State, Zip and Phone Number

INVESTOR LIST DESCRIPTION:

The recent volatility of the real estate market and the overall global economic outlook has hundreds of thousands of wealthy individuals requiring the services of a qualified estate planner more than ever. This prospect file provides the financial services professional an opportunity to contact individuals with a high net worth and enough assets to warrant a full review of their financial, estate, trust and retirement planning objectives.

These prime targets for Estate Planners have been identified via telemarketing, direct response programs and proprietary methods developed over many years of financial services marketing.

SUGGESTED MARKETING STRATEGIES:
  • Asset Diversification
  • Asset Management
  • Estate & Retirement planning
  • Insurance Planning
  • Private Banking
  • Tax Planning
SELECTIONS:
  • Zip Code
  • $10/M
  • SCF
  • $5/M
  • State
  • $5/M
  • Nth Name
  • N/C
FORMAT:
  • PS Labels
  • $10/M
  • 3×5 Cards
  • $20/M
  • Email
  • $25 flat
  • Key Code
  • $3/M
PROFILE:

Age: 40-69
Median Age: 54
84% Male
Avg. Household Income: $150,000
Net Worth: $2,000,000+

MINIMUM ORDER:

Mail: 5,000 Names
Telemarketing: 2,500 Names

DELIVERY:

1-3 Working Days

SOURCE:

Direct Mail
Direct Response
Customer Files
Public Information

UPDATED:

Quarterly

CANCELLATION POLICY:

Orders cancelled after shipment must be paid in full

Contact ADMS Now at 1-469-227-0775 for Immediate Assistance.

Serving the Direct Marketing Community Since 1975
www.dmlist.com
1-469-227-0775
6136 Frisco Square Blvd. Suite 400, Frisco, TX 75034