Testimonials

CLIENT TESTIMONIALS

Such a blessing and pleasure to work with...

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"We wanted to send a quick note to tell you how blessed you are to have such a valuable employee with Ben Blackwell. He has gone above and beyond and has given our family more than peace of mind with our retirement plans. His knowledge and understanding and patience and sympathy to our situation and attention to detail were outstanding and the best part is we don't have to worry about our income anymore! Our family is at peace and it is all thanks to his help. He was such as blessing and pleasure to work with."

Bennie and Katherine H.

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Several positive comments from our members...

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The Caregivers Support Group at Meadowbrook Church of Christ sincerely appreciate the time given by Ben Blackwell. He gave an outstanding presentation, with pertinent information to process about our financial affairs and planning for our families future. We have received several positive comments from our members since about his thought provoking facts and ideas. You are blessed to have such advisors as Ben, who are willing to give their time to give us direction in these matters.

Tom R. - Meadowbrook Church of Christ

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We Can Now "Sleep Well At Night..."

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Thank you for everything that you have done to help me and my family. It is a great feeling to no longer have to worry about losing what I have worked so hard for in the stock market. The programs your company offers are a great option for those of us who are tired of worrying about the future and want to live like a "SWAN" as you say, or "Sleep Well At Night" and still have growth in our retirement, but the best part is that now we do it safely without any worry or any more sleepless nights. Thank you again; it was a pleasure to work with you.

Rufus T.

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Topics were especially helpful...

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Thank you very much for attending our Senior Adult Meeting and Luncheon. We really enjoyed your being there and sharing a meal with us on January, 11, 2011. The topics you presented were very important to us in our lives now and with so many decisions to make sometimes we are overwhelmed with how to best approach them and make informed decisions.

The format for the workshop was very well-planned and carried out. Even the Body English game was fun and entertaining. Your expertise in presenting the information and topics was very articulate and easy to comprehend. Sometimes seniors have difficulty understanding what is being said. The topics covered that were especially helpful were the Probate and Estate Taxes, Guaranteed Lifetime Income, and protection for Nursing Home Care. We thank you again for the workshop and all of the effort put forth to help our group understand more fully the decisions that have to be made.

Dot and Joe H. - Union First Baptist Church

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Went above and beyond...

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I wanted to send you a formal thank you for how well Ben Blackwell handled my retirement. As the pastor of a newly planted church, I was unaware that there were affordable options that would give my family a place to start saving for our future. He went above and beyond what I would expect someone to go and was excellent at following up and keeping me informed on where we were in the process. He is definitely a man of his word and you are blessed to have him on your team!

Charlie B

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Truly cares for his clients...

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I want you to know that I was blown away by the service given by your Senior V.P., Mr. Ben Blackwell. There are few people left in the world that do their best to help someone in need, and he did that and then some. Unfortunately, I am not in good health and am required to do dialysis 3 days a week and he not only helped me with my retirement and estate planning for my family, he also found a FREE Home-Care service with Oxford Home Care in my area that come by twice a month and help me with the household chores that I am unable to do due to my health. It is a great program for people that are disabled and I had no idea it existed! He is an outstanding young man and he really cares for his clients, their families and situations. It was such a pleasure to work with Ben and I wanted to express how grateful I am for his helping me.

John Y.

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