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, have all helped me out over the years – THANK YOU. You have all been very prompt and helpful and fun to work with.
S.R.