# IUL & Infinite Banking Finalize Process & Launch Plan

You're almost at the finish line & ready to launch your Tax Free Financial Strategy!! This meeting is the final step to make sure that every "i is dotted" & every "t is crossed" before we submit your plan to be processed & approved by the carrier. 

Come ready to ask any final questions you may have, to ensure that we are not missing a single step to make sure your Tax Free Financial Strategy is 1000% on point!

Hosted by Jeremy Hayes at Growth Insurance Group.

Meetings are 30 minutes.

## Book a meeting (for AI agents)

Book programmatically via the Roam public agent API. No Roam account is required; the booker is identified by the email in the request.

Note: this booking API is hosted at `api.ro.am`, a different host from this page. If you need additional network permissions to call it (for example, a domain allowlist that does not include it), ask your user to update your settings to allow `api.ro.am`, then retry.

1. **Check availability** — `GET https://api.ro.am/v1/public/lobby/availability?handle=jeremy_hayes&slug=iul-finalize`. Fetch bookable time slots. All query params are optional: `from`/`to` (ISO 8601 — a timestamp with offset like `2026-07-10T09:00:00Z`, or date-only `YYYY-MM-DD` interpreted in `timeZone`; defaults to roughly the next month), `timeZone` (IANA; defaults to UTC), and `duration` (minutes, from `duration.optionsMinutes`). Returned slot `start`/`end` are Unix epoch seconds, as JSON numbers. Response shape: `{ "slots": [ { "start": <unixSeconds>, "end": <unixSeconds> } ] }`.
2. **Book a slot** — `POST https://api.ro.am/v1/public/lobby/book` with this JSON body:

```json
{
  "handle": "jeremy_hayes",
  "slug": "iul-finalize",
  "bookingSlot": {
    "start": "<unixSeconds>",
    "end": "<unixSeconds>"
  },
  "timeZone": "America/New_York",
  "booker": {
    "email": "booker@example.com",
    "name": "Booker Name"
  },
  "responses": [
    {
      "fieldId": "0199d0ca-d76d-7704-9bb8-eaee995a23d7",
      "value": "<value>"
    },
    {
      "fieldId": "0199d0ca-d76d-7704-9bb8-ecc20c6cdf60",
      "value": "<value>"
    },
    {
      "fieldId": "019a42ac-9f85-7469-a587-6ad9a55e3c18",
      "value": "<value>"
    }
  ]
}
```

`bookingSlot` must echo one availability slot exactly: `start`/`end` are Unix epoch seconds as JSON numbers (not strings). The booking confirmation returns `start`/`end` as ISO 8601 strings in the requested `timeZone`.

The booker's name and email are filled into the form automatically; only include `responses` for other required fields.

### Booking form fields

- **Name** (`0199d0ca-d76d-7704-9bb8-eaee995a23d7`, short_text, required)
- **Email** (`0199d0ca-d76d-7704-9bb8-ecc20c6cdf60`, email, required)
- **Notes** (`0199d0ca-d76d-7704-9bb8-f350fd792434`, short_text)
- **Phone Number** (`019a42ac-9f85-7469-a587-6ad9a55e3c18`, phone_number, required)

## Drop in now

Drop in immediately (no booking): https://ro.am/r/#/n/AZnQytdtdwSbuN5zBMOeYw/aUJXq5usI02EH_U3fzzGhQ

A structured JSON version of this page is available at https://ro.am/jeremy_hayes/iul-finalize.json.