SCHEDULE WITH CLICKAID

Choose how we start the conversation.

Request a phone conversation or schedule a Google Meet video appointment. Start with your priorities and questions; you do not need to know which product you need.

Your Privacy Comes First

We do not sell your personal information.

Learn about your privacy

Request a phone conversation

Prefer a call? Leave your details for ClickAid to follow up. A callback request does not reserve a time.

Request a callback →

Schedule a Google Meet

Choose an available time for a video appointment. Your confirmation includes a Google Meet link.

Choose a video appointment →

PROTECTED PRELIMINARY REQUEST

Request a phone conversation

Leave your contact details and ClickAid will follow up by phone. You do not need to choose a product. This requests a callback; it does not reserve an appointment time.

BOOK HERE · LIVE AVAILABILITY

Choose your Google Meet appointment time

Book directly below. Only available time slots are displayed; your private calendar appointments and their details remain hidden.

We don’t sell your personal information. Learn about your privacy

If Google cannot display the scheduler inside your device’s browser, open the same secure Google appointment scheduler. An email address is required for your booking confirmation.

60-minute appointment

Quick introduction

Identify the general need and the right next step.

60-minute appointment

New York fixed-annuity review

Discuss current New York MYGA availability, your objective, time horizon and liquidity needs.

60-minute appointment

Application assistance

Help with an approved secure carrier or distribution-partner application.

60-minute appointment

Policy review or delivery

Review the issued policy, material features, limitations, changes, and next steps.

60-minute appointment

Existing-client service

Request help with beneficiary, billing, ownership, or general policy service.

What happens after you book

You receive a calendar confirmation and a unique Google Meet link. ClickAid records the appointment as an initial discovery meeting—not as a purchase or recommendation.

Keep sensitive details secure

Do not enter medical information, Social Security numbers, policy numbers, banking information, or identity documents in the booking form or ordinary email.

Time to understand your choices

Any later recommendation must explain material favorable and unfavorable features, limitations, costs, alternatives, and the option to keep existing coverage or take no action.