Office 334-416-8227
Cell 251-625-4100
Email: jim@proactdata.com
Phone: 251-239-8155
Cell 251-625-4100
Investment Related
Residential Prospects (DNC Compliant)
IRA Rollover Profiles: Age 58-64, Incomes $40-99k, *IPA $100k+ *Income Producing Assets
Managed Money Profiles: Age 50-64, Incomes $100k+, IPA $500k+
Affluent Seniors, Fixed Income Profiles: Age 66-75, Incomes $60k+, IPA $250k+
Business Owners
0-9 Employee Size, $500k+ Sales
10-50 Employee Size, $1 million+ Sales
Small Office/Home Office, $500k+ Sales
Insurance Related
Life Insurance Prospects: Young Families or New Home Owners
Home Owner / Auto Ex-Date Subscriptions
Long Term Care Prospects
Med-Sup Prospects (Turning 65)
Mortgage Related
Owners: Home Value, Loan to Value, Dates, Loan Type
Drip Campaign
i.e. Age 40-75, Investable Assets $500,000+ / $1,000,000+
E-Mail periodically to those in the closest radius
For Seminars and Events or Introductory Mailings
