New Richmond, WI

Testimonials are not related to Retirement Plan Services and/or Wealth Services.
What Do People Say About Transition Program and The Individual Insurance Team?

“very attentive, very knowledgeable, and explained things quite clearly”

“helped me in every aspect of my decision making for a supplemental insurance to Medicare”

“very knowledgable”

“Remembered me. Listened to me and I think provided me with the best product available.”

“Rich was easy to work with, very informative, and made the whole process efficient and very pleasant. We feel very confident that Rich got us the best coverage for us and didn’t try to over sell anything to us. We worked with Rich because of his integrity and trustworthiness.”

“Great listening”

“Very informative and provided options.”

“She made all the choices for health care options clear and simple, for a very simple person, me.”

“very professional, thorough, and caring!”

“I felt like I was getting personalized service and attention”

“Rich listened to what I wanted and I received a great plan. I was worried about the process but Rich made it easy.”

“He was knowledgeable and able to answer all of my questions and concerns. “

“First…she was empathetic, personable and a great listener! She understood the uncertainty I felt with a transition from employment to retirement. I was impressed with the knowledge she shared with me. She had the phone number for the SS office, she knew I would have a lower deductible with Medicare and a supplement versus the other insurance and more. Her level of expertise and the confidence she had in our conversations was very reassuring and helped me to make my final decision.”

“She was so knowledgeable and helpful, she made the whole experience pleasant and smooth. She is awesome!!”

“Jessica had the facts.”

“Friendly, understanding and always has the answer or options”

“Jessica clearly explained the options available through companies and policies to choose from. She is courteous, professional, and well prepared.”

“She is thorough, fully attentive, and very personable.”

“Her knowledge and ability explain to the us the info that we needed to know so we could make decison.”

“Her friendliness, patience, and competence. An exceptional and very welcome combo.”

“Jessica had all the answers to our questions. I believe she goes out of her way to find the best insurance for the price for your needs. “

“She took the time to explain the different plans so we could make a decision.”

“They ALL are experts and communicate their knowledge so easily”

“I’ve worked with Jessica a few times and have found her very knowledgeable on many topics, plus she is always very willing to fully carry through with information needed, phone calls, appointments – and always in a calm, super friendly way!”

“She went the extra step to make help us with our needs in such a warm and friendly, yet professional manner. “

“She took the time to thoroughly answer all our questions and made sure to include possible scenarios. Also, 3rd party talked us thru a question from the insurance company. Very pleasant, knowledgeable and approachable!”