David Sperry
GBGeoff and the Voya experience - rated PG13 Geoff pursued this for me as if it was his one and only priority. I know he has many different clients he assists on a daily basis, but I always felt that he gave this his personal attention. When I would call it would be “Hey Dave”, NOT oh uh Hi, can I get your birth date, policy number, or some other info where it would make you feel like ‘just a number’. You, (I) was his most important client is how he handled all my ridiculous issues with Voya. He hung in there till the bitter end. That is meant in a good way, not a bad way. I greatly appreciate all of his efforts and time with this. Thank you. PS the date of experience is todays date, but he has been working on this since May of last year.
VICKY MARSHALL
GBGreg Bates did a excellent job of… Greg Bates did a excellent job of reviewing my husband's life insurance. He explained everything to us and put in a lot of hours and paperwork for us . Thank you so much for your efforts.
Susan Almon Pesch
GBEfficient and Easy Life Insurance Evaluation With my Term Life Insurance Premium's skyrocketing to 4-digits per month, I talked with my financial advisor, he said there were companies that bought policies like mine. I researched online, found and vetted, OVID Life and the regional director, account services, Dan Winegrad, called me within 24 hours to discuss the process. I previously had a very stressful review a few years back--the company had me going in circles with supplying information--saying they were not getting access to my records etc. it was time wasting, and they never gave me a decision or any follow up. Dan communicated often on the progress of my evaluation, he answered my questions in a timely fashion. He spoke with my financial planner, and as my health records indicated after review -- my policy would not fit OVID's buy profile, Dan went carefully over the results with me today. I am very pleased I would highly recommend OVID and Dan Winegrad.
JG
GBMy experience has been exceptional My experience has been exceptional. Greg is a true professional who demonstrates in depth product knowledge in supporting the best interests of his client. His client focused/transparent approach builds an immediate trust which is a rare attribute these days.
Neil Anderson
GBDan provided exceptional service Dan provided exceptional service. He always said what he would do and then did what he said. Very proactive in his communication and professional through and through.