Lori understood exactly what I was looking for and what would work best for my situation. She patiently and thoroughly answered my many very detailed questions and did so quickly. She stayed on top of the process from start to finish. Lori is a genuinely nice person with great expertise and experience. She was a pleasure to work with.
Lori presented on Medicare planning to the oncology population my organization serves. Not only is Lori’s depth of knowledge and experience remarkable, she also manages to make very complex, and often intimidating, information digestible and relevant.
I wasn’t particularly focused on my need for long term care insurance when we first starting discussing it. But through her low-key, no pressure comments about the subject, and her vast and deep knowledge of the issues, she convinced me of the benefits. Thank you, Lori, for crafting a policy that meets my needs. I would recommend her to anyone.
Lori is so solid and calm — it’s truly a pleasure to work with her. She is also incredibly knowledgeable about different insurance options. I’m happy to give her as a referral especially as a woman-owned business.
Lori was recommended to me by a financial planner I trust. After meeting with Lori, I know why. She took the time to understand my needs and concerns, and to explain the various products out there in easily understandable terms. I found her to be a truly trustworthy expert.
Lori worked long and hard with me helping me to understand the complexities of long term healthcare insurance. Numerous visits and emails and phone calls later, I decided not to purchase it. She presented many varied options and explained them in detail in ways that I could understand. Because of the education I received from her about this kind of insurance, I was able to make a decision based totally on my unique financial circumstances. She was extremely easy to work with. I felt no pressure whatsoever. She wanted me to choose — or not to choose — only what would be best for me. I always felt she had my best interests at heart. I am grateful for having had the opportunity to meet and work with her.
We contacted Lori after extensive research and several meetings with several LTC providers. We were totally overwhelmed and needed someone to give us a open perspective on these policies. We were so glad we found Lori. She not only met with us promptly and explained the differences from all the policies we researched, but introduced us to a policy that would better fit our needs for the cost. We are confident with our decision and are grateful for Lori’s expertise and honesty. Thank you Lori
Lori is not your typical insurance agent. Her expertise and customer service is unsurpassed. She is more of a trusted consultant than salesperson.
I am indebted to Lori for sharing the benefits of long-term care (LTC) insurance with us. We went to her thinking we wanted life insurance. Although she sells life insurance, she demonstrated that LTC insurance would achieve our goal of being financially secure much better than with life insurance.
Our experience selecting and applying for our LTC insurance was effortless with her by our side. She did all the legwork (and homework) so we didn’t have to. She pointed out the strengths and weaknesses of each program, which helped tremendously in our decision-making. And, when my purse was stolen and I needed to quickly get in touch with the insurance company to give them our new bank information, she had all the info at your fingertips.
Thank you, Lori. We will never buy insurance from anyone else!