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 apply, which saves my company and I time. Patti Maisonville is terrific with underwriting and she is relentless getting APS forms from doctors and hospitals. She is respected by all the underwriters which helps me with my clients.. The office manager, Charlotte Fasick, ensures the office runs smoothly and is quick to wear different hats when necessary. She is always ready to help me with quoting, underwriting and unique ideas for my clients. She also has great respect from the insurance carriers. Pat Jackson, owner of IRA Brokerage, has built a special and professional team. I have worked with Pat for the last 25 years and will continue to do so. If you haven’t given this “team” a chance, you should. I will never leave them.
J.L.