Testimonials

I found Jules’ help invaluable!

– Larry F.

 

No one wants to spend a lot of time thinking about the need for life insurance. Jules understands that, provides expert advice, expedient service, and appropriate coverage at a reasonable premium…and he has impeccably good manners!

–  Nancy F.

 

Jules has been a pleasure to work with over the years. In an industry with a lot of turnover, Jules offers the service of a seasoned professional with a high level of industry knowledge, integrity and quality service.

– Reg B.

 

Carol is a go-to person. I have been delighted to use her services to explore long-term care insurance options for my clients. She is professional, knowledgeable and passionate about what she does.

– Brian P.

 

She found me options that others didn’t present. I highly endorse her.

– Dan W.

 

Jules asked the right questions, listened well, and provided just what we needed for our family. He is thorough, practical, responsive and friendly.

– Tom M.

 

Carol is an exceptionally talented and caring businesswomen that I have found to be a tremendous resource for others that need to explore long term care insurance options. She is professional, knowledgeable and passionate about what she does. If you are seeking advice about long-term care insurance, you will not find anyone better suited or experienced in providing the right insurance program to fit your needs.

– Phyllis S.

 

Our organization works with a lot of great financial advisors who specialize in long-term care insurance.

What distinguishes Carol is her long-term perspective, experience and knowledge. When she works with a client on LTC planning, including looking at LTC Insurance, she truly takes the time to learn the specific circumstances that are unique to that individual or couple. She knows how specific policies work and that simply choosing a policy based on initial premium might not be the best solution.

The results are better recommendations and happy customers – highly recommended.

– Tom R.

 

I trust Carol’s detailed knowledge of the long-term care industry, which she has honed over decades. Carol is professional, knowledgeable and passionate about what she does. She has a way of educating clients about their options without pressuring them, which is a rare gift in her field.

– Donna F.

 

Carol was an invaluable help to my husband and I as we tried to navigate the complex and confusing long-term care insurance options. Her professional demeanor, knowledge, patience, and service orientation make her someone I would without question return to if I ever had any additional insurance needs.

– Caroline B.