They've confirmed they have $100,000 or more in investable assets.
They entered a 6-digit SMS code to verify it's a real cell phone number.
The confirmation page, text, and email show your name, photo, NPN, and booking link.
New Lead Delivered
Asset-Qualified
First Name
Margaret
Last Name
H.
Age
61
Location
Springfield, MO 65•••
Cell Phone
m•••@gmail.com
Retirement Timeline
Within 1–2 years
Current Plans
401(k) & IRA
Retirement Savings
$250K – $500K
Greatest Concern
Outliving my income
Lead Received
Today, 2:47 PM
Delivered in real time to your Caboom leads portal, CRM, text & email — the moment it comes in.
Delivered in real time to your Caboom leads portal, CRM, text & email — the moment it comes in.
