Enhancing Financial Professional Practices Since 1972

“The thing that I love and why we use ISSUE 30 years later… we find you guys to be experts in every area of insurance. We’re all financial planners but when we have an insurance question we come to you guys. We love that we have that expert we can lean on. The other thing I like is when we come across odd situations ISSUE is not afraid to say “hey, that we are not an expert in but we know who is.” That willingness to go out and pull in the resources to make us collectively experts for the end client is just huge. It’s not just what you do—it’s how you do it.”

Ryan told me how well your call went with his new LTC prospect. It resulted in $10,000 of agency revenue. Thanks for all you do for us.

“Within the 5 years that I have been associated with ISSUE… you’re my one-stop-shop… so many carriers I can write with… the ease of doing business, the ease of the quoting process. If I need a little bit of expertise, I will contact ISSUE Insurance… Servicing and knowledge go hand in hand, and it allows our agency to be that much more productive.”

I owe you guys on this one! I’m so glad you called the client directly for me!

“Congratulations to you and all of your staff and all of those who have preceded you. Being in business for 50 years is quite an amazing accomplishment, and particularly in our business, you can’t get there without taking great care of your clients and customers. And that is something that you do exceptionally well today and have continued the tradition set by those who were there some 50 years ago. Except for where compliance issues intervened, I cannot even imagine using any organization other than ISSUE. Although I have not been in this business for 50 years, I do believe this is year 45 for me. What’s amazing to me is that I think I have been working with ISSUE for 40 of your 50 years… I thank you for all of your problem-solving, service, research, advice, and friendship for all of these years. With your attitudes of service and taking care of people, the stage is set for another 50 years!”

I’m proud of how you and your team handle our agency’s business requests. We are always treated kindly, promptly, and professionally.

You add VALUE. Love that approach. I’ll be back to you.

Thanks for your work on this. Thank you for getting us the original rate. You are a master of the universe.