Book a call with Tanmay.

A short conversation about whether pre-screened annuity appointments fit your practice.

If you make decisions like this with a partner, add them as a guest when you book.

What we will cover

• Your ideal prospect.The states you are licensed in, the client profile you want and your investable-asset minimum.
• How introductions work.Our phone screening, the appointment brief and what counts as a qualified, attended meeting.
• The fit for your practice.Weekly capacity, delivery expectations and pay-per-show terms, including upfront package funding.