Testimonials

“This planning solution is not only protecting our firm but also connecting us with clients’ heirs. We’re using it within a cluster of strategies designed to retain clients when assets are transferred to heirs. – Greg Friedman, President Private Ocean, President Junxure (CRM Software)

 

“The  educational  webinar that  Allen  Hamm provided to our clients was a client  retention home run!”    – Audrey Grubman, President and Founder of Grubman Financial

 

“We’ve turned over the entire area of LTC planning to Superior LTC, and its added tremendous value to our client relationships.”  – Lisa St. Claire, Principal of the Humphreys Group

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