Archives: Testimonials

LTD 2022

“I was very impressed by the service and care provided by Rob. He offered many options and explained each one with great detail. He was a teacher throughout this process, navigating all the vocabulary and... Read More

Smith- Advisory

“Thank you so much for your excellent explanations and perspectives! We are very appreciative and we’re looking forward to continuing the conversation. Meanwhile, here are five stars – you certainly deserve them.” Smith Alumna, Advisory Services Customer

Duke- Travel

“I wanted to follow up and let you know that the refund has been processed and the credit has hit my credit card. I cannot thank you enough for the miracle you seemed to work to... Read More

Penn- LTD

“Thank you for helping me with my LTD insurance. The dedication, follow-through, and polite communication I received was fantastic! I appreciate you going to bat for me with the underwriters to get me the appropriate... Read More

Denver Alum- LTC

“I had a very helpful conversation about Long Term Care insurance. The call was more consultative than sales-driven and you ended up recommending that I keep what I have, which is not your product. I am... Read More

SBU Real Estate

“This was a great alumni perk to help with the process and cost of purchasing a home. I recommend this program for everyone!” Dana Catstro, Stony Brook Alumna, Real Estate Benefits Customer

Discover Europe, Tour Operator

“I’m glad that TripAssure was able to help/refund him. I’m quite impressed!” Discover Europe, Tour Operator

Life Insurance Customer

“I recently called to submit a change…and my request was handled in a timely and professional manner. I have been a life insurance customer for three years now and every dealing with your group has... Read More

Life Insurance Customer

“Thank you again for being so attentive. You must be a very good company! Today, that is truly a blessing to find.” Life Insurance Customer

Life Insurance Customer

“I very much appreciate the fact that you have gone above and beyond with your work with my husband and I. You have conducted yourself in a kind, respectful and professional manner throughout a very... Read More