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Recommend This PageRead What Our Clients Have to Say
Note: These are the views of a select group of insurance clients about our insurance products or services. Their views may not be representative of the views of other clients and are not intended to be indicative of future performance or success
Testimonials about investment products or services are not permitted to be printed in our industry, but we are happy to give you a list of references for you to contact..
TESTIMONIAL
Jon,
We want to thank you for taking time to come speak to our group! We greatly appreciated it and learned some very important information!
Here's a sampling of the evaluations which were all positive with no recommendations for improvement:
"Great info, down to earth"
"I liked everything; great job!!"
"Great Job!"
"Thank you for coming out; very helpful"
I enjoyed most "the quesion and answer session."
I enjoyed most "the insurance info, when to buy, how and what kind is best."
I enjoyed most "the information about IRA's and 529 plans"
TESTIMONIAL
Jon, Wat, Arron and Scott,
Thank you for coming to conduct one-on-one meetings with our staff. It was good to see we had a nice mix of participants from both new employees and those who have been here awhile.
I've had very positive feedback from several participants. People felt you listened to them, made suggestions without pressuring them, and provided valuable information to help them in making retirement decisions.
I think it was definitely a success, and look forward to planning another event.
Thank you,
401k Human Resources Benefits Coordinator
TESTIMONIAL
"Jon, Thank you for the great job you are doing!" - Happy 2010 Client
TESTIMONIAL
"Thanks, Michelle. My Wife and I really appreciate your attention to detail and hard work."
TESTIMONIAL
"Nikki, ... Thanks for making this (life insurance) process so easy!"
TESTIMONIAL
"Thanks for the advice, it was catalyst for getting me to set up some financial processes that I've known for quite awhile I've needed to do, but never have."
TESTIMONIAL
"It was the best presentation I’ve been to. ... Your group presented the material in a factual and positive way. In addition, the lunch was first class!!!"
TESTIMONIAL
Al,
Thanks again for your contribution not only to last Friday's (family board) meeting but also your good advice about many other aspects of our financial plans and future aspirations.
TESTIMONIAL
"This is the last of rollovers that must occur to close the estate.
Whew... Thanks again for your guidance, insight and support. I am
clearly regaining my footing as well as clarity for the present and
what the future can bring. I feel fortunate that in addition to sound
and solid guidance you provide; I also so enjoy your company! What a
deal! I know this is a very good thing, you coming into my life."
TESTIMONIAL
"Arron--thank you so much for all that you do, above and beyond on all sorts of levels. ... Thanks again and take care."
TESTIMONIAL
"I spoke with my Mom this afternoon and suggested that she consider using your financial planning expertise in managing her assets, given our relationship and trust in you. In brief, she is all for the idea and is looking forward to meeting you. I sense that she will be very much relieved to have your help."
TESTIMONIAL
Hi Natalie,
Thanks so much for following up with this update on our life insurance policies. . . . Appreciate the help!
TESTIMONIAL
Al, You have a calming aura that mom and I both enjoy. You might not feel that on the inside, but you do have a great personality and are a joy to your clients
TESTIMONIAL
“Jon, thank you so much for the help in analyzing my situation. Thank goodness you suggested I look at my current life policy illustration closely since I've found out the costs will be increasing and it may lapse. I really appreciate it. I also appreciate the help with long term care since my Mom’s policy is now paying very well and I feel good having one.” - Happy Client
TESTIMONIAL
"Could you send us the e-mail contact for the person to send to in acknowledgment of your excellent help? We will be in touch and I will certainly recommend your services to anyone who needs help..."
TESTIMONIAL
Hi Jon, Thank you to you and Scott for meeting with me yesterday. It was very helpful, plus has given me the courage to tackle more items on list you provided to help settle the estate.
TESTIMONIAL
I had been researching term life insurance for sometime and found LLG's web site while searching on the internet. I responded to his internet site and 15 minutes later he called me and we discussed various options that were available to me. He was very knowledgeable and helpful in helping decide what coverage options best suited my family's needs. A week later he had mailed me the application that we had discussed and his office was very helpful in moving the process forward. Whenever I had any questions and needed to reach him by phone or email he responded very quickly and answered any questions that I had. After having worked in the insurance industry for almost 20 years I really appreciated LLG's hands on approach and commitment to customer service. I would not hesitate to recommend Jon and Legacy Life Group to all of my family and friends.
Chris Moore
Virginia
c999M@yahoo.com
TESTIMONIAL
I did not know anything about life insurance or how to buy it. I did
some searching on the internet and saw lots of sites advertising "great
rates", but they did not seem credible. When I saw the site for the
Legacy Life Group I was impressed with the depth and breadth of
information they provided--they helped me think through HOW to buy
insurance. Based on this information I emailed them.
They replied very quickly and put me in tough with one of their
knowledgeable and friendly advisors. I was very impressed with his
expertise, but also his working style and integrity. I felt
comfortable working with him. He helped me understand life insurance
and the process for buying it, answered all of my questions, and
managed the entire process--selecting potential companies, coordinating
paperwork, everything. He and his colleagues did a great job of
keeping me updated as we went through the steps.
I now have a policy that makes sense for me and for my family, and I
really feel like I got a good one. Thanks to the Legacy Life Group
team for providing a truly great service for me. Without their help
this would have been a very long, complicated, painful process, but
they made it smooth and easy for me!
Scott, Cupertino CA
TESTIMONIAL
Jon - Thanks for your help the other day. I felt much better about riding it out. I really appreciate your time that you spent with me, and look.... there was a bounce this week!
TESTIMONIAL
We obtained our initial life policies from another broker blind, with limited education approximately 2 years ago. One of us stopped smoking so we wanted to get some new quotes in an attempt for a better rate, more coverage, and to discuss a financial plan. We called our agent out and he never followed-up. We started a search to find another agent and a financial planner. We met with several high profile planners. They all provided 30 minute worthless consultations and then presented their big contractual fee –which was extremely out of the budget. We started an internet search for (1) reason to become educated about the types of life insurance and financial products available to determine our needs. There's a lot of information out there, but none as specific and FREE as the info provided by The Legacy Life Group, Inc. I encourage everyone whether you work with them or not to utilize the online resources to assist in determining which type of life policy is the best fit for your family. Don't be skeptical because they are internet based; they walk you through the entire process and they have more resources then any local agent could buy, simply because this is a brokerage – meaning no biases. The goal is to satisfy YOU! The site provides a detailed explanation on the types of policies, various lifestyle examples, and even a flow-chart directing you to the best type of policy for your circumstances. From there you still have the opportunity to review your decision with an assigned advisor for further options and input – you haven't spent a dime yet! This is amazing, any other financial/life group would charge you by the hour before doing any of this. We personally worked with Nha-Van Nghe. He was patient, knowledgeable, and thorough in every endeavor. We were always clear on our options and no stone was left unturned. We referred our mother and father and they now have policies as well and can vouch for the same experience. Also we have triple the coverage and the premium is remarkably less. We intend to work with them on our financial plan as well.
This company holds the standard for service "What you see on the site is truly what you get: 100% satisfaction!"
Eric and Tomeka Thomas
Buford, GA
tomekaerict@bellsouth.net
TESTIMONIAL
Thank you for all your advice, your Web site is excellent and it truly gives a person very clear and honest information on life insurance. The information helped us make the best choice for my husband and I. I recommend this Web site to anyone who wants excellent information on life insurance.
Margie
margaret-ruiz@sbcglobal.net
TESTIMONIAL
Jon, Thanks for the emails, yes, they are being read! I know I am little fish, but it means a lot that you are taking the time to inform your clients.
Thanks again for the information!
Have a great day!
TESTIMONIAL
Jon,
I started with [my new job] today in a Senior Manager role - Thank you for your help with introductions to your contacts here. I really appreciate the help and support you gave me during a challenging time.
TESTIMONIAL
I was researching life insurance online and came upon the Legacy Life Group Web site The site was filled with a lot of life insurance information. I figured it could not hurt to talk to them and see what they offered so I completed the information form and they call me on the preferred day and time I indicated on the form. I felt very comfortable talking to them about our life insurance needs. Other life insurance brokers/agents I had spoken with gave me "pressure advice" - ie "you really should get this type of insurance". They just explained all the life insurance options he had available, and offered advice when I asked him specifics about the different types of insurance. No pressure, just explanations. They empowered my husband and I to make the right decision for us regarding our life insurance. I will definitely tell my family and friends about the Legacy Life Group.
Christine Battle-Ellington
San Leandro, CA
cjellington@hotmail.com
TESTIMONIAL
To: 'Legacy Life Group'
Subject: RE: Victoria, Life insurance policy
"I did the usual Internet search to comparison shop for life insurance and thought I had an excellent deal from AIG for 10-year term insurance. I filled out the application I received, passed the health exam with flying colors and was rated in the best category. Should receive the best rates for life insurance, right? Wrong! I am a civilian employee working for the federal government. Several weeks after I had submitted the application for life insurance to AIG, I received a promotion for a job overseas. At some point I made the "mistake" of mentioning to AIG that I would be relocating; but no one said anything to indicate that moving would impact the policy in any way. When I finally received a phone call that the application for insurance was approved and the final documents were being sent for my signature, I leaned the policy premium WAS DOUBLED! Apparently, moving overseas to relatively rural and quiet Europe is considered high risk compared to living in the metro D.C. area and I went from the best risk category to standard. Very annoyed at what I considered a real bait-and-switch, I wanted to find out if this sort of thing is standard practice in the insurance industry. I came across LLG's site, sent in the email request for a phone review, and heard back from LLG the next day. He was very helpful and provided lots of good information, but I never felt pressured to purchase a product. He was able to quickly find me a company that was willing to provide the life insurance product I was looking for; the company had no issue with the fact that I was moving overseas and the policy premium was actually less than the original quote. Knowing I was departing the country, LLG worked quickly to make things happen; his great customer service even extended overseas, when he had the final documents sent here for signature. It's great to finally have peace of mind that I have life insurance in place to protect my family, and I have LLG to thank for helping to make that happen. I certainly recommend him to anyone looking for an insurance broker-you don't lose anything by requesting the phone review, and you may gain some great insight and information."
Victoria A. Palmer
Heidelberg, Germany
vapalmer@cox.net
TESTIMONIAL
When I set out on my lengthy Internet search for a new life insurance
policy for my husband, I was lucky enough to find Legacy Life Group and their Web
site What I didn't realize was just how lucky I got by clicking on
their link.
They called within 30 minutes of me entering my data on their Web site
That was the first plus in his column – he beat everyone else to the
punch. And the plusses only continued to add up. We talked for about 45
minutes, discussing the process, with my agent asking lots of questions to
determine exactly what our needs were in our house, what our objective
was in buying life insurance, not at all him trying to cram something
down our throats that we didn't need.
He also was very patient and professional in answering all of my
numerous questions as I am a methodical shopper who needs to know what
all the options are in order to determine what I think is best for
myself.
When it was all said and done, every step of the process was exactly as
they said it would be, from the application, exam, review and final
acceptance of the policy. His company kept in constant communication,
so I always knew where we were in the application process. Now, we have
a 10 year term policy that is more than double the coverage of our old
policy and we will save $1,000.
Bonnie Pettus
South Carolina
bonniepettus21@yahoo.com
TESTIMONIAL
Jon, THANK YOU very much for your assistance in this matter. I really do appreciate it.
I certainly do owe you more than a few beers … please let me know when you are available one of these days, I would love to have you over at Brier Creek Country Club for a few rounds.
I also discussed a few additional points with Scott Sumner on the options today – I’ll look forward to getting pricing details and moving forward.
TESTIMONIAL
To: Legacy Life Group
Subject: Re: Life insurance quotes
"LLG was such a help to me and my husband when we were buying life insurance. We had actually started the process with brokers in our local area, but due to some unusual circumstances we weren't sure if our brokers were being completely honest with us. We found The Legacy Life Group Web site and got in touch with Jon Dewar and his staff.
They went above and beyond to help us, making several conference calls to the insurance company and looking up rates and comparisons with what our brokers were saying. They made us feel 100 % better about our life insurance decisions. They never pressured us or tried to sell us anything.
Due to LLG's efforts we had the confidence to move forward with our local broker. He advised us on what to look for in a broker and helped determine if our brokers were being honest. (they were) No, we did not use LLG as our insurance broker. The circumstances led us in another direction.
But without his help, I think we would be questioning whether we purchased the right policy from the right company for the right price. In fact, had he been anything but honest we may have dropped our current brokers and went with his company. But his priority was helping us, not making the sale. We appreciate that and highly recommend him to anyone looking for an insurance broker."
Stacy Painter
Tulsa, Oklahoma
roserae@cox.net
TESTIMONIAL
Dear LLG,
Thanks again for your help! I appreciate that you took the time to email, call, and provide multiple quotes without even knowing if you would get my business. Other agents, unlike you, sell only one line of life insurance and still would not provide a quote or any advice unless we scheduled an "in person" visit.
It was invaluable that you advised that certain well-known companies are better suited for whole life rather than term, and that I needed to carry a larger policy for my wife than most agents advised. After a little thought, that makes perfect sense.
Potential customers on your site should realize that not only do you give excellent advice, but it is key that you can shop many, many different companies for the best prices for your customers. Your system is similar to mortgage brokers who can offer multiple quotes. I found an excellent mortgage rate this way several years ago without ever meeting my broker.
Kindest regards,
Rob
St. Petersburg, FL
TESTIMONIAL
"Thanks for taking the time to go over my finances and providing me with great feedback to maximize my savings and protect my family."
TESTIMONIAL
"Could you send us the e-mail contact for the person to send to in acknowledgment of your excellent help? We will be in touch and I will certainly recommend your services to anyone who needs help..."
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