Book a call with Tanmay.

A short conversation about whether pre-screened annuity meetings 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 clients you want to meet and your minimum.
• How introductions work.Our phone screening, the appointment brief and what counts as a qualified, attended meeting.
• The fit for your practice.Delivery expectations, flat per-meeting pricing and prepaid packages.