We wanted to take the opportunity to thank you for guiding us through the nightmare labyrinth of insurance choices. As you are aware, when we had to choose a new insurance program to transition from an employer insurance program to our own insurance we became overwhelmed and confused by the options, restrictions and the process in general. We attempted to get clarification from pamphlets, booklets or direct contact with insurance company representatives' but it just complicated matters further.
Contacting your office was our next step. The assistance you provided was invaluable in detailing information specific to our individual needs. You developed an analysis based on our individual situation that guided us clearly. We could see the comparison between several programs, the benefits of each, the associated costs and which insurance would provide the best outcome for us.
Our decision was made and we are confident that it was an informed one due to your navigation through the system and then providing us with easily understood charts and explanation. Thank you for your assistance in this process.
Jack & Barbara
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I would just like to say that your knowledge and understanding manner has made a very difficult time in our life a lot more bearable. You have provided our family with all the necessary and very detailed information that we will need once we decide to move forward with my mother's transition, into a retirement community. You met with mom and took the time to get to know her as an individual and focused on communities that would best meet her needs, interests, financial situation and personality. Through your wrap-around service you were able to locate potential benefits she is entitled to and we were unaware of. Also, the client summary you provided her with helped us to have a clear and comprehensive view of her current situation (health and financial). I cannot thank you enough for your work. I honestly do not know what my family would have done without your help. We really appreciate your understanding and guidance.
Christopher
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Dear Charles Whitlock,
We want to thank you for preparing a living will for us. You took the time to explain the importance of a living will and would answer any questions that we had. As a senior citizen we find many changes concerning finances, health care and insurance. We found you to be very knowledgeable. We would recommend you to other seniors needing your help.
Sincerely,
Lillian and Lester
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Dear Charles,
I would like to express my sincere thanks and gratitude for helping me to attain the Service Connected Burial Death Benefit. Without your keen insight and knowledge base, I would not have known this benefit was available to me. In addition to your assistance with helping me to attain the Service Connected Burial Death Benefit through the Veteran's Administration, I would also like to thank you for navigating me through the Medicare process. I felt great relief in knowing that I could speak and work with someone who has a competence and expertise pertaining to Medicare and issues impacting the retired community. Also, thank you for not only advocating for veterans and helping them to attain their rightful benefits for their service to our country, but also thank you for acknowledging and extending your knowledge on potential benefits to the widows of veterans. I know my husband, William, who has passed away, as you are aware, appreciates the assistance you have provided to me as well as the hundreds of veterans you continue to assist. Please know your dedication and service to helping others does not go unnoticed.
Sincerely,
Gwyn