“ I appreciated the knowledge I had access to at certain points in my life. One of them was when I faced forced retirement and needed advice on the options presented to me. Another was when I realized I had need of personal care insurance and had no idea of what plans were available, let alone the best one for my needs. The team was there to guide my choices and explain why they recommended particular plans. I went with the team choices and have been very pleased with the results.
The focus on the person, not just the financial client has meant that I felt free to mention anything that affected my quality of life like family troubles, pet expenses, or anything else whether or not it was directly related to business. I got a sympathetic hearing and coping suggestions which helped. My relationship with the team has never been completely business which is why I value it so highly.
I must say that the way I live now happily retired and financially secure is due to the fact that you have been handling and growing my assets for all these years. I am profoundly grateful. “