The annuity rollover Jim completed for me will increase my retirement benefits.
Jim explained the differences in Medicare supplement and Medicare advantage plans. What a relief. Now I feel comfortable with my selection.
What a relief, now I understand the components, copays, deductibles, and tiers of my Prescription Drug Plan. Thanks, Jim.
Jim helped me place the cash value of my life insurance policy into an IUL. What a difference!
Jim wrote each of our children a $100,000 life insurance policy with an unbelievably low premium per year.
Jim was able to replace our Medicare Supplement policies and saved us money we can use for other expense.