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Share Your Questions
Explain what you are trying to understand, accomplish, protect or plan for.
Complimentary Financial Conversation
Choose a Time to Start the Conversation.
Schedule a complimentary conversation with Raj Sarraf to discuss your financial questions, learn about relevant concepts and identify the next questions that may help you make a more informed decision.
Select a Date & Time
Choose an available appointment below. After selecting a time, complete the requested information to confirm your consultation.
What to Expect
A Simple Three-Step Conversation
Your first meeting is designed to help clarify your questions and identify which financial concepts may deserve additional attention.
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Explore the Concepts
Discuss financial concepts, terminology, considerations and possible alternatives related to your objectives.
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Identify Next Steps
Determine what additional information, analysis or discussion may be useful.
Conversation Topics
What Would You Like to Understand Better?
Your appointment can begin with virtually any financial-literacy question related to protection, retirement or long-term planning.
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Financial literacy and planning fundamentals
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Life insurance and protection concepts
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Indexed universal life education
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Fixed indexed annuity concepts
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Retirement income considerations
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401(k) and retirement rollover education
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Beneficiary and legacy-planning concepts
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Questions about existing policies
Appointment FAQ
Before You Schedule
Do I need to know which product I want?
No. The conversation can begin with your goals, concerns or financial questions.
Is this appointment a commitment to purchase?
No. The initial conversation is intended to help clarify questions and relevant financial concepts.
What should I bring?
Bring your questions. If you want to discuss an existing financial product, having the relevant policy or account information may also be useful.
Can I ask about an existing policy?
Yes. You can use the conversation to better understand terminology, policy structure, assumptions and questions you may want to investigate further.
Prefer to Write?
Send Your Question Instead.
If you are not ready to schedule a meeting, use the Contact page to send a written financial-literacy question.
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