Proposal Request


I had a client who needed to take a loan on his 401k and it had a couple of speed bumps. I called Bill W. to ask who I speak with to start the process, and he said he’d do it himself. Bill was back to me within a few hours with the answers. Michele sent me the loan application needed the same day, and Judy emailed me first thing the next morning with info on amending the Plan Document to allow for more than one loan. Michelle walked us through and processed the loan app. The entire process took less than 24 hours. Everybody complains when things don’t go right; nobody ever bothers to say thank you when they do. Charles, THANK YOU, your people were terrific. They took a client in severe distress and helped ease his problem in less than a day. Really great customer service.