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.