Vincent Nguyen

Guided Consultation

Quick 15-minute consultation to review your needs and see how I can help with your health or life insurance options. This is your time to review your current policy, get clarity on your options, or ask me anything that’s been on your mind about coverage.

  • 15m

Discovery Conversation

Let’s chat about your health or life insurance needs and see if there’s a smart way to get you simply covered. No pressure, just a conversation to understand where you're at and how I can help.

What to Expect:

  • A quick overview of your current situation and concerns
  • An explanation of available insurance options (no jargon!)
  • Answers to your questions and next steps if you're ready

This is an educational, informal conversation. Your goals guide the call!

  • 30m

Policy Review

Let’s review your current policy together. We’ll go over your benefits, answer any questions, and make sure you’re set up with everything you need so you can easily access your plan details anytime.

  • 30m

Coffee Chat

Let’s connect and explore how we can support each other’s businesses through referrals and collaboration. This 30-minute conversation is a chance to learn more about what you do, share a bit about my services, and see if there’s a good fit for mutual growth.

What We'll Cover:

  • A brief overview of our businesses and ideal clients
  • Opportunities to refer and support one another
  • Ways to stay connected and grow our networks

This is a friendly, no-pressure conversation focused on building genuine connections and long-term value!

  • 30m
Vincent Nguyen | Cal.com