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Thank you for the estate planning solution you provided for my client. This recent case is just another example of how our relationship is benefiting my clients and firm. I have never recommended an insurance agent to my clients before, and was reluctant to do so. However, your professionalism and expertise led me to introduce you to some of my wealthiest and most important clients. Many of them needed advice on estate planning and insurance, and have thanked me for introducing you. I have realized what important parts insurance and estate planning are in my clients’ overall financial plans. Your services are helping me grow my firm by both retaining clients and bringing in additional revenue. I am very pleased to be working with your firm and I highly recommend you to both my clients and my peers.

Ken Malc, CPA., Malc & Co.