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Archive for April 2019

“Karen has worked with me on my life insurance needs.  I can count on her to suggest options that would be best for my situation.  She is also willing to come out and meet with me face-to-face.”  – Judy M.

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“Karen continued to work with me on changes to my Medicare Supplement in which she has stayed by my side with continued plan changes.  She is honest and very complete in explaining all plans and benefits and can always be counted on to answer all my questions.”  – Judy M.

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“Kathy really went above and beyond for the last year. I don’t think anyone else would ever do that. It’s kept my business intact for the first year and I’m eternally grateful.” – Jeff H.

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“Karen has offered great assistance to me when I was in a crisis situation with getting my sister qualified for Medicaid.  She had the understanding on how to set up a funeral trust for my sister to spend some of her funds down so she would not be disqualified.”  – Judy M.

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