Tom was an absolute pleasure to talk to.
Not only was he extremely personable but incredibly patient and thorough with explaining different customized policy strategies that fit my needs.
I also had my children attend the meeting and he spent a fair amount of time teaching them the fundamentals of how banks earn money along with how those very principles can apply to Whole Life policies.
I felt very comfortable and extremely encouraged with the prospect of starting my first customized Whole Life policy.
I am 57 years of age and was worried that I am too late to the game but Tom assured me that I am not and illustrated in full detail that I still will be in a position to meet my financial goals.