One free conversation. Zero pressure. In your language.
Tell us a little about your family below and we'll respond within one business day. Or open the calendar and pick a time now — whichever works better for you.
- One of our bilingual advisors reviews what you shared and reaches out in the language you chose.
- We answer your questions honestly — no jargon, no scripts, no push toward a specific product.
- If a plan makes sense for your family, we build it around your life. If not, you leave with clarity anyway.
Not ready to reach out yet? Here's something to read first:
How living benefits actually workOr book a time on the calendarYour family deserves clarity before making financial decisions.
One free conversation. In your language. At your pace. No pressure — just honest answers, and a plan only if you want one. Book below, or send us a message and we'll respond within one business day.
Schedule directly with an Aegis Vita advisor
Pick a time that works for you. When you book, Ivann Avalos — the founder — attends as many consultations as possible. Due to high demand, one of our trusted, fully-licensed Aegis Vita advisors (who complete strict professional training) may serve you instead, with the same care our families deserve. The consultation is free, bilingual, and carries no obligation.