Dawn
GBElizabeth was very helpful with my… Elizabeth was very helpful with my inquiry regarding my parents annuity. Walked through the website to find the documents I needed with me as well. Five Stars!!
Elizabeth Shabel
GBElizabeth, the problem-solver! Elizabeth Crandall was attentive to my need and most understanding! I had called to ask for completion of a problem I brought to Nassau yesterday when I spoke to Geena. Elizabeth found the information I needed, had someone there compile it so that it could be sent to me, and then she emailed it! I received the info and can now put away my IRS forms for 2023. Huge relief. Thank! BJS
Lynette Olsson
GBElizabeth Crandall very helpful and… Elizabeth Crandall very helpful and patient was able to address all my concerns and helped me with forms
Teresa Long
GBNaomi went above and beyond. Naomi went above and beyond to figure out an issue with a client's 1035 exchange that wasn't in her traditional insurance department (variable product). She contacted vpo to figure out what was going on and facilitated forward progress in meeting a client's needs. She is always knowledgeable and a pleasure to work with.
Jill Fuller
GBJoann Jones has been TREMENDOUS help… Joann Jones has been TREMENDOUS help for me during this difficult time. I had to place my mother into memory care and try to get all of her tax information and investment info together and get my POA processed there at Nassau. She has been patient and given me all of the steps to get my mother's account set up for direct deposit so no checks are lost in the mail. She is a true gem and I am so grateful for her help!