Susan Miller, Jacksonville FL

I love this group of people. I know full well they handle way bigger clients than just little ole me and Coach but you would not believe how we are treated. When John’s daughter had her baby they sent US a dozen of the all time best shortbread cookies I have ever eaten.

They treat us as if we were their only client. And it’s not just Chuck. The entire team is so personal, personable and sincere. It’s the best bunch of people I have ever had the pleasure of giving my money to. I wish I could get more people interested. It’s well worth the time.

Other people will say, “Oh, that’s just an annuity. Any insurance salesman will sell you that.”

But this is different and I cannot explain how. I’m really excited about retirement. I wish I had known about this a few years earlier.

Susan Miller,
Jacksonville, FL

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