Proposal Request


Charles, I had to take a moment to reach out to you to let you know how much help Jodie Johnson was in helping a new client transfer in assets to a new plan. This process can be extremely frustrating if not executed properly and certainly can reflect badly on all parties involved when the incorrect paperwork is submitted. Jodie reached out and created a strong relationship with the new client who has nothing but admiration for all the tireless effort she has put forth. This, is why we love INTAC and Jodie.