Testimonials


OVERCAME OBSTACLES AND SECURED MY POLICY

I had become discouraged about the prospects of securing life insurance. Jason Dana accepted the challenge presented by my age as well as an extensive and complex medical history. Working with the underwriter he was able to overcome those obstacles and secure my policy in a timely manner. It is with enthusiasm that I recommend Jason to help with your insurance needs. ~WRF


EXCELLENT SERVICE

You and your team provided an excellent service!  Impressed with promptness and professionalism.   I will recommend my friends and family. Have a Happy and Prosperous New Year. ~Sara P.


SUPER HELPFUL

You did do a fantastic job the whole way through the process.  Also, you were super helpful making the physical happen as getting that scheduled was quite a challenge! Thank you very much for everything! ~Michelle M.


CLEAR, PRECISE INSTRUCTIONS 

Thank you Jason. Thank you for guiding me through the process. Your staff always gave me clear, precise instructions. ~Maggie B.


AMAZING SERVICE

Thank you for taking care of this for me I really appreciate it everything went really smooth and nice. Thank you again for your amazing service.

Best regards, Corey R.


A PLEASURE TO WORK WITH

You and the staff have all been a pleasure to work with.  I appreciate the quick replies to my inquiries, and the professional, yet friendly way I have been treated.  I’m a picky client and not easily impressed, but the service I got was awesome. ~Joe Q.


HIGHLY RECOMMEND

I am 73 years old and needed to obtain $300,000 in term insurance… Initially, my application was rejected. Working with Justin Nelson, I provided additional medical history to Prudential and the policy was issued. Had it not been for Justin’s hard work I would not have gotten the insurance.  I highly recommend them for your life insurance needs. ~Tom T


PROMPT RESPONSES

I appreciate all of your help and prompt responses to my barrage of questions. After dealing with another popular Insurance broker, and receiving the run around for 5 months, you don’t know how happy I am to finally have a policy in place. I think I made a good decision with the Insurance carrier and rates that I received, this is in part to all of the valuable information found on the website. Thanks again for your help, and I have already recommended you to my mother. Thanks, Dana S.


AMAZING TO WORK WITH

Jason, I can’t thank you and Angela enough.  With all the back and forth with the Dr’s reports, you people are amazing. Thank You~ Edward M.


RECOMMENDED 

Thank you, for being so easy to work with. Yes I will be happy to recommend you to my friends and family. With Appreciation, Gayle O.


FLUENT COMMUNICATION

Mr. Dana has been a joy to work with. He got me the policy I wanted in a respectable time. The communication with Mr. Dana was fluently throughout the whole process. He answered any questions or concerns that I had. I would definitely recommend him.  Thank you, Daniela L.


HIGHLY RECOMMENDED

Thank you for the excellent service from you and the whole team at Principal from the initial phone call to the end result of the policy. I highly recommend your company to anyone interested in insurance. Best, Evelyn O.


LISTENED TO MY NEEDS

I am (was) greatly impressed! They listened to my needs, helped identify solutions, and provided guidance and assistance every step of the entire process. I never felt “pressured” into a product I didn’t need. The level of genuine care is evident. Can’t thank Jason enough for his help. Sincerely, Lou S.


ACCOMMODATING

Thanks for all your help Jason. You and your team made the process not only painless, but accommodating and very easy. Sleeping well, knowing that my wife is protected from here forward. ~Walt D.


BEST SERVICE

Great job! Best service. ~Maria E.


GREAT JOB EXPLAINING ALL STEPS

Thank you so much, it was a pleasure doing business with you. You did a great job explaining all the steps and the policy details. I felt so comfortable having you handling my policy, you made me feel that I am in good hands and there is nothing to worry about. Thank you for your help and for delivering all what you promised at the beginning. Keep up the good work. All the best, Sabrina S.


POLICY ACTIVATION WAS EASY

Jason did a great job with securing my new born son and wife a life insurance policy in case anything happened to myself.  The policy activation was easy and worth the short amount of time spent to make sure my family is in good hands. Thanks, Ben M.


QUESTIONS WERE ALWAYS ANSWERED

Thank you Jason.  I am truly appreciative for how easy (you) made the process of purchasing life insurance. My questions were always answered in a timely manner and I felt like everyone listened to my specific needs and concerns and addressed them all to my satisfaction. I will not hesitate to call on you again should we need any life insurance products in the future. Thank you again, ~Tami O.


QUICK RESPONSE TIME

Thank you for your assistance in securing this policy. Your quick response time for a quote along with constant, consistent communication were all appreciated. We knew where in the process we were at all times. ~Brian P.


SWEETEST, KINDEST, MOST THOUGHTFUL & HELPFUL PEOPLE

These are the sweetest, kindest, most thoughtful & helpful people I have ever had the pleasure of speaking with, not only that, they all went above and beyond the call of duty to help me. It was such a special blessing to me to feel comfortable talking to all, knowing that they had my best interest at heart, are so knowledgeable, and professional. It’s really kinda sad to me knowing that now that my policy is active, I might not have a chance to talk to them to make sure that they are doing well. I am currently taking to a few of my OLD friends about life insurance and I’m trying to drum up a little business… Thank you all for being sweet and kind to me and thank you for being so helpful through this process. Take care, my friends, Elaine M.


GREAT FOLLOW THROUGH

Your support team showed great follow thru. Appreciate all the help. ~Ed and Suzanne V.


VERY REWARDING EXPERIENCE

I have had a very rewarding experience dealing with your company. Ramon Summerour was my point of contact, and he was always prompt, professional and helpful. I’m very pleased with your customer service and the term life insurance policy that I have been issued. Thank you very much. ~Trish M.


HARDWORKING AND DEDICATED

Thank you for your service. Your people were hard working and dedicated. I thank them also. My best regards. ~Dr. Partick I.


SINCERE APPRECIATION

I just wanted to express my sincere appreciation at how hard you worked to find me additional life insurance coverage. I know it wasn’t easy and it took a long time but you did it and I am truly grateful! I could not be more pleased with the amazing service I received from Justin and his team. I highly recommend them!! ~ Andrea D.


YOU MADE IT EASY

Thanks for your help. You were a good find on the Internet….compliments on your web site and tools, they were enough to get me to call you, so they did their job. After the call I felt I had good service along the way from you and your team, you made it easy, no more to ask. Thanks again. ~ Anthony H.


TREMENDOUS PATIENCE AND DILIGENCE

Justin, your team showed tremendous patience and diligence in getting my application done. I know my case had quite a few nuances that made it difficult to navigate, and potentially difficult to insure – but you persevered and got everything completed when I was doubtful. I have two small children and have recently gone through a divorce, and having this policy in place really puts my mind at ease, and it’s one less thing I have to worry about, and will really let me sleep at night. The peace of mind you were able to give me is irreplaceable, there was a moment where I just did not believe this would go through. Tremendous faith in you, your team, and this experience. ~ Neeraj P.


DOING EXCELLENT WORK

As a business owner, I needed Buy/Sell policies for myself and two partners. I was approached by my local State Farm agent I have known for years. After seeing his expensive quotes, my partners and I put off buying this needed coverage for years. One day, one of my partners told me about this no-fee insurance broker….He said they specialize in shopping through lots of insurance companies to find the best rates based on your health issues. Being that I have a few, I thought I would give it a try. To make a long story short, I received a $5 million-20 year fixed term policy with Prudential for the same price State Farm offered me for a 5M-10 year fixed term policy! Big Thank You Ramon! You guys are doing excellent work. I appreciate it greatly! ~ Terry M.


YOU HAVE MY TESTIMONY

You have my testimony! You are the Second Coming (Of Insurance). ~ Gene E.