Fred Y.

The Problem:
Many insurance providers often fall short when it comes to providing the sort of customer service that their clients deserve. Fred Y. had previously enrolled with our benefits program while working at his first broker dealer, and he sought out Financial Advisor Benefits again.

Our Solution:
As we do with every client, we treated Fred with the utmost respect and consideration, consistently providing him with only the best in customer service. Fred was so grateful for the excellent service the team provided that he took the benefits with him when he left and moved to a new broker dealer.

“Hopefully you got an email earlier with a small token of my appreciation for your work on our benefit plan, and for going above and beyond in getting the dental claim processed. It, and you, are much appreciated!” – Fred Y.