Alan
GBForm correction I had the designation o beneficiary form returned to me because it wasn't filled in correctly.Your agent walked me through the form and instructed on how to correct it.Hopefully all is right now.
Elizabeth McKnight
GBThe representative who assisted me The representative who assisted me, Robin, was very courteous, helpful and took care of all my needs in a friendly and respectful manner. There was no delays and she offered me several options for getting my needs met. I am grateful!
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.
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