Proposal Request


Best Healthy Wishes, Larry

Bill – We appreciate all your efforts, judgment and cost friendly approach – the key, for a long term relationship. We are glad to be your new teammates. Best healthy wishes.


Hi Jodie – I thank you for your help in getting the client and his advisor the necessary forms to get his rollover processed. I appreciate you and all that you do very much! Charles is a very lucky man to have you!


Cathy went above and beyond what I truly believe is the scope of her job in order to help remedy the issue as fast as possible. Each person that I have dealt with at your office with any issue has always made me look better for recommending INTAC. I guess I owe Bill...

Thanks, Phil

Andrea – As a knowledgeable broker there are some things I’m very smart about…there’s a lot I don’t know and that’s why I need experts like you! Thanks


Your team is very thorough and informative and ensures that I make my deadlines. Your team is also always available to answer or clarify any questions I may have. Keep up the good work!