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!
Jay
GBHello Hello. The customer service rep was very patient and helpful in helping me with all my questions. Great experience!
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.
Susie
GBNaomi helped me Naomi helped me. She even remembered speaking to me last year. She was so nice and polite and helpful. She has excellent customer service.