Professional, timely, customized, and cost-effective! I got a better policy and I saved money!
I recently had Robert Trasolini with Safe Pacific review my life insurance policy that I had previously acquired from a different company. While I was happy that I had the existing policy I was never pleased with the exclusions that didn't work with my lifestyle. I was previously told that this would be the case for all insurance providers.
Robert came to me to review my insurance and lifestyle needs and he personally contacted different underwriters before meeting with me again with a summary of our first appointment and options. His summary was printed out in detail, ensured that he correctly understood everything, and there was never any pressure.
When the insurance company's schedule for my physical didn't work with mine, Robert called the insurer again and had them find a different nurse who's schedule worked with mine and was able to see me quickly.
To top it off, Robert is simply a good person.
In the end, I got a new policy without exclusions AND it was cheaper than my previous policy by ~$200/yr!
I look forward to getting my disability insurance with Robert too.
I believe I was one the first clients for Laurent and Robert when I initiated my first Infinite Banking universal life policy with them in 2011. It has been a pleasure working with them over the years and I would highly recommend their professional service for your investment needs.