I’ve spent the last 20 years working with the “best in the business” at IRA Brokerage. Patti Maisonville and I collaborate daily on underwriting requirements and solutions to underwriting issues. Patti always champions my clients but she’s a force to be reckoned with when underwriting issues become absurd. She’s reasonable and fair even when I … Read More
Archives: Testimonials
thankful for IRA Brokerage
I just want to take a moment to say how thankful I am of the IRA Brokerage TEAM. You have been very helpful in assisting me and our clients through various disability policies – both new cases and servicing existing policies for years. I mean Charlotte and both Matts, Romeo, and ESPECIALLY Patti and Nikki, … Read More
firm does excellent work
I have been with IRA Brokerage for more than 25 years. The firm does excellent work. The entire staff is wonderful to work with including Charlotte, Patti, Pat, Matt D, Matt J, Romeo and Nikki. Jeff L. … Read More
amazing staff
Pat and his amazing staff are my first call, my go-to resource for answers, plan design, underwriting, licensing, fixing problems, excellent commissions, and great advice. But only for the last 30 years or so, so what do I know?! G.R. … Read More
organization is fabulous
I love IRA Brokerage. Pat and his company are the best. I’m treated like their only client. The staff will do anything it takes to make sure I get exactly what I need. This organization is fabulous. Thank you again for the extra mile for me, every single time. Thomas Kukes CLU, ChFC … Read More
working with IRA Brokerage for many, many years
I have been working with IRA Brokerage for many, many years. The staff is professional, courteous and hard working. Matt Dymond and Matt Jackson do a terrific job with life, disability and long term care illustrations. Depending on the client’s state of affairs, medical history and financial situation, they put together the correct companies to … Read More
with IRA for over 10 years
I have worked with IRA for over 10 years and they never fail to do a superb job. Through the years we have experienced the unusual and difficult and the team at IRA has been nothing but amazing and professional. Not only do they handle the “problem children” with grace and a professionalism that goes … Read More
appreciate the turnaround
I appreciate the turnaround time on quote requests. Even when many term and coverage amounts are asked for on multiple clients, we can always count on getting the quotes in two business days and more often than not within one day. It makes my job as an agent easier and makes our agency look good … Read More
IRA Brokerage
IRA Brokerage is a great company to work with. They are professional, friendly and helpful. I highly recommend using them. R.M. … Read More