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“Ian is very personable with excellent customer service! Ian is always responsive to any questions I have. He is my secret weapon when planning for my financial goals.”


“It was very easy talking with Ian. I didn’t feel overwhelmed by the information. He was always able to explain things I didn’t understand in a way I could. I was very at ease. Thanks for all the help finding the right company for our children’s life insurance.”

D.& K. G

“I appreciated most Ian’s expertise in explaining everything till I understood it. Great presentation of the plans offered.” 

A.& P. B.

“Ian was very professional and provided my spouse and I with valuable insights. The entire process was done very swiftly and efficiently.

M. M. and T. R.

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