Our Testimonials

The representatives were nice and explained everything we needed to know and things we weren’t aware of.

Anne was incredible! Explaining every aspect of my mom’s trust to me, uploading things quickly, offering to shred outdated documents on my behalf, and helping me make an action to-do list to take from the meeting. She even went above and beyond to help me call various companies for updated information about the state of my mom’s assets and debts. She changed my life today! Has made managing my mom’s last year so much easier. Thank you, Anne!

Joe, Phyllis, and Hope were so helpful, really grateful for all they have done and are about to do.

Andrew was excellent. As confusing as Medicare is, he explained it in simple terms. I told him you should use him in a video to customers explaining Medicare. Great guy.

Very happy with the services I have received. Also satisfied with the amount of attention I received from the company.

Pauline’s services were very helpful in assisting me in following through with obligations with necessary documents. She did a thorough review of my binder and made sure everything was signed and completed. Pauline is a very pleasant patient and a complete angel. Thank god for individuals like Pauline.

Both agents were very helpful. Made process very easy. Provided information I was unfamiliar with. I look forward to resolving some gaps.

Both did an excellent job!

All representatives are friendly and good. Pauline Is also, plus very thoughtful and covers all bases. We would appreciate having her for our annual appointments.