Best legal & finance professionals

Vinoth Babu

Palayamkottai Office - 30 Minutes

Direct Discussion in Palayamkottai Office, Tirunelveli

Dan Jones

Life Insurance

Life Insurance - as important as it is, can be confusing. Why are there so many choices and price variations? We'll discuss what your needs are and the best available options to give you the peace of mind you want with a price you can afford. Some use the acronym L I F E to understand the why's of buying life insurance.L - is for Loans - Do I owe any money I don't want to leave my family paying for.I is for Income - Who is dependent on my income for their lifestyle?F is for Final Expense - What...

Travis Lewis

Onboarding

Quick discussion on how we can serve you and your family most effeciently:Make sure all docs are signed (MyAmFam App access)Auto billingPreferred communicationWhat to expect from us as an agencyClaims & Office procedures.

Assurconseils - L'assurance d'être bien couvert

Analyse approfondie – 60 min (CHF 100.–)

Objectif : Étude plus large de votre portefeuille, audit de vos assurances, comparatifs multi-compagnies ou stratégie globale de couverture.Un accompagnement structuré pour revoir votre situation dans son ensemble : analyse de l’ensemble de vos produits, recherche de doublons, évaluations des garanties, comparatifs ou stratégie de réorganisation. Idéal pour les indépendants, dirigeants ou familles avec plusieurs contrats.__________________________________Goal: a broader study of your portfolio,...

Jonathon Gouge

Medicare School

Medicare 101 - learn how the medicare machine works

John Sim

Estate Planning Workshop for Clients (minimum 2-hrs)

The following standard training topics are available, but topics can created to suit the unique needs of your organisation. Booking fee starts from $500 per engagement (minimum 2 hours).Standard Topics:Wills Made Effective - A Step by Step Guide to Wills that WorkBegin with the End in Mind - Scope and Importance of Estate PlanningBuild a Legacy that Stands the Test of Time - Building & Maintaining Multi-generational WealthInclusive Planning For Special Need FamiliesThe Last Byte - Planning f...

Advisorcove

AdvisorCove Platform Demo

Advisorcove.comSee how AdvisorCove helps independent Medicare advisors build a more professional, organized, and modern practice.During this personalized demo, we'll walk through:Your branded AdvisorCove websiteGuided Medicare client intakeOnline appointment schedulingAdvisor workspace and workflow toolsThe free AdvisorCove DirectoryBest practices for preparing your practice for AEPQuestions and live discussionWhether you're exploring AdvisorCove for the first time or deciding if it's the right...

Ryan Fox

Fox Onsite Wastewater Consulting- 60 Minute Video Call

Personalized guidance from Fox Onsite Wastewater Consulting's 60-minute video call. Our expert consultants will review your subject parcel and walk you through the permitting, testing, and consulting process to develop and/or upgrade your parcel . Get the expertise you need to make informed decisions efficiently.

Liz Galvan

Document Preparation Intake | Preparación de Documentos (Up to 45 min)

🇺🇸 EnglishDocument Preparation Intake AppointmentThis appointment is for clients who are ready to begin their document preparation services.Please reserve up to 45 minutes for your appointment. The actual time will depend on the document(s) being prepared. Some services, such as a deed or Homestead Declaration, may take less time.I’ll walk you through the process and collect the information needed to prepare your documents.If you are preparing a Trust or Will Package, please have the following i...

Broker Seguros

Seguro de vida con ahorro 💰

✅ Proteja a su familia y garantice su retiro con el seguro de vida con ahorro que le reintegra el 100% o más de sus pagosEn esta video llamada le mostraremos una propuesta y resolveremos todas sus dudas para que pueda contratar bien informadoIMPORTANTE:📆 Elija el día y la hora que mas le conviene para recibir la video llamada📮 Responda las preguntas así nos preparamos para atenderle mejor📞 ¡Espere nuestra llamada!Nos hablamos pronto 🙌🏻

Inc. to Inc. Justice Hub

JUST Insurance - Actuary Partnership Meeting

Are we the right partner for your purpose-driven journey? Let’s find out—together.At JUST Insurance, we’re not just launching another product—we're igniting a movement. We’re on the verge of rolling out something bold, groundbreaking, and rooted in justice—and we’re looking for like-minded visionaries to join us.Are you driven by purpose? Do you believe in creating real change in the lives of people who’ve faced systemic barriers—like socioeconomically disadvantaged or justice-impacted communiti...

Dan Jones

Employee Benefits Enrollment Session Colonial Life

Use this booking to schedule time for an Employee Benefit Session.We can meet at my office, your employment or by video conference. We'll cover your options, answer questions and complete your enrollment for the Employee Benefits you're being offered through your employer.

Mandi Davenport

Let's Find Your Best Rate! ⚡️

You're just one step away!You've already done the hard part. The last step is a quick 15-minute chat so I can finalize your application and shop your file with all our A-rated carriers to get you the absolute best pricing.Grab a spot that works for you. I look forward to speaking with you!– Mandi Davenport HolisticHarbor Financial

Danielle Marple

30-Min Discovery Call – Paralegal & Business Support (Marple Co.)

A quick 30-minute chat to see if we’re the right fit to work together.At Marple Co., we provide high-agency freelance support across paralegal and business operations, built for solicitors who need someone sharp, fast, and ready to hit the ground running.Areas we support:• Business Sales & Acquisitions• Property & Leasing• Estate Planning• Business & Franchise Law• Contract Review & Drafting• Tech Stack Audits & Tool Selection• AI Roadmaps & Workflow Automation• Operation...

Cynthianna Powell

Senior Care Signing

Specially tailored for senior living communities, memory care, and home visits. Our notaries arrive with patience, professionalism, and the understanding needed to assist older adults and their families.Includes:Travel to care facility or residenceUp to 2 notarized signaturesExtra time for explanation and supportWhat happens next?You'll receive a confirmation email with all the details. Your responses will be reviewed and we will be in touch to confirm everything.Appointment Time!• We meet at yo...

MAYDAY GESTION

Paie - contrats et avenants - RDV par téléphone ou visio

Jane S Wilson, LLC | Immigration

Intro Meeting - FREE

This is a Complimentary meeting. Navigating the complexities of the U.S. immigration system can be overwhelming—but you don’t have to face it alone. As a trusted non-attorney Immigration Advocate, we specialize in preparing immigration documents with precision and care, backed by the expertise of a seasoned immigration attorney. Every moment counts when it comes to safeguarding your future and achieving your goals.Don’t delay—let us help you take the next step with confidence today.

DataSecure Va

EOR Compliance Consultation

Are you hiring remote staff through your own contracts? New Fair Work decisions expose businesses to serious legal risk.Our Philippines Employer‑of‑Record (EOR) service gives you: • Compliance with local & international employment laws • No risk of back‑pay or unfair dismissal lawsuits • Simplified administration: contracts, payroll, benefits handled for you • Skilled staff in the Philippines at cost‑effective ratesLet’s talk: schedule a call, we’ll run through how we shield your company and...

Alex Alferov @ Vinten Immigration

60-Minute Immigration Consultation

Comprehensive Strategy SessionThis full-length consultation is perfect for clients needing a deeper dive into their immigration plans. We’ll conduct a full review of your background, discuss multiple immigration streams, identify the most strategic path forward, and provide specific recommendations tailored to your goals.Best for: Clients with complex profiles, long-term immigration planning, or multiple questionsIncludes: Full eligibility assessment, detailed strategy, and clear next stepsFee:...

Registered Migration Agent - Abeer M H Mafreg

30-Minute Migration Consultation

Book a consultation with A To Z Migration Australia for 30 minutes!