
Dawn
GBElizabeth was very helpful with my… Elizabeth was very helpful with my inquiry regarding my parents annuity. Walked through the website to find the documents I needed with me as well. Five Stars!!

Jill Fuller
GBJoann Jones has been TREMENDOUS help… Joann Jones has been TREMENDOUS help for me during this difficult time. I had to place my mother into memory care and try to get all of her tax information and investment info together and get my POA processed there at Nassau. She has been patient and given me all of the steps to get my mother's account set up for direct deposit so no checks are lost in the mail. She is a true gem and I am so grateful for her help!

Teresa Long
GBNaomi went above and beyond. Naomi went above and beyond to figure out an issue with a client's 1035 exchange that wasn't in her traditional insurance department (variable product). She contacted vpo to figure out what was going on and facilitated forward progress in meeting a client's needs. She is always knowledgeable and a pleasure to work with.

Lynette Olsson
GBElizabeth Crandall very helpful and… Elizabeth Crandall very helpful and patient was able to address all my concerns and helped me with forms

Lindsay
GBElizabeth's Customer Service ***** What made my experience great? Elizabeth made my experience great. First of all, my wait time was very little before she picked up the call, she verified my information, answered my questions then offered me additional information that I had not thought about asking. I walked away from the call feeling very confident in providing our joint client the information in which she shared. She was thorough in all manners and customer service was on point. Thank you, Elizabeth!