by Taylor Brown | Jul 2, 2023
Charles, Just want to give a shout out to INTAC. I have a couple of cases/conversions that are a little complex. Jodie’s [Client Relations Manager] follow up with my client is fantastic. Bill Waller [Compliance Manager] has been extremely helpful with my other...
by Taylor Brown | Jun 26, 2023
It is people like you that make the decision to do business with Intac an easy one for retirement plan advisors like myself. Thanks for doing such a fantastic job!
by Taylor Brown | Jun 26, 2023
Michele is amazing, a true asset to INTAC’s team. She is pleasant, knowledgeable and most of all very happy to help and gets the job done pronto and well! I have required her assistance on many occasions and she has come through on all levels every time. Feel free to...
