A Few Quick Things
Common questions
How long does the call take?
15 minutes. I respect your time. If we need longer, we'll book a follow-up.
What if I'm not sure I'm ready?
That's exactly the right reason to book. The call is about clarity, not commitment.
Will you try to sell me something?
No. I'll tell you whether IUL is right for you — including when it isn't. If we both agree it's a fit, we'll talk about the next step. If not, you walk away with clarity.
Do I need to prepare anything?
Nope. Just show up with your situation in your head. The first call is exploratory.
What if I need to reschedule?
You'll get a confirmation email with a reschedule link. No questions asked.