Accepting new clients

Request a discovery call

A few quick questions so Julee can prepare for your conversation. It takes about 2 minutes, and there’s no cost or obligation.

A 20–30 minute call, by phone or video
We learn your goals and answer your questions
If it’s a fit, we design a personalized illustration

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First, what’s your first name?

Please enter your first name.

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Nice to meet you, friend. Which best describes you?

Please choose an option.

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What are you hoping to accomplish?

Choose as many as you like.

Please choose at least one goal.

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What’s your age range?

Age affects how a policy is designed and what it costs.

Please choose an option.

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How much would you like to put toward your policy each month?

There’s no upper limit. Policies can be designed around larger monthly amounts or annual contributions.

Please choose an option.

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Which state do you live in?

We can only help residents of states where we’re licensed.

Please enter your state.

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When’s the best time to reach you?

Please choose an option.

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Last step. How can we reach you?

Email address Mobile phone

Please enter your email and phone, and check the consent box.

We’ll never sell your information. See our privacy policy.

You’re all set, friend!

Julee’s team will review your answers and reach out within 24 hours (Monday to Friday) to schedule your discovery call. Keep an eye on your phone and inbox.

While you wait, watch the free webinar → Want a head start? Complete your client questionnaire →