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.
Ryan
GBElizabeth Crandall Elizabeth is always helpful with getting me info on our clients accounts. Always quick to respond to emails as well.
Lindsay
GBElizabeth's Customer Service ***** What made my experience great? Elizabeth made my experience great. First of all, my wait time was very little before she picked up the call, she verified my information, answered my questions then offered me additional information that I had not thought about asking. I walked away from the call feeling very confident in providing our joint client the information in which she shared. She was thorough in all manners and customer service was on point. Thank you, Elizabeth!
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!!
grace cognetta
GBElizabeth Crandell was very helpful and… Elizabeth Crandell was very helpful and understanding but most of all she was honest. She stated she understood our situation and expressed her own confusion as to how it happened. that was much appreciated