Nassau Financial Group Anmeldelser 10 351

Very helpful. Sent what was needed quickly

Elizabeth answered the call quickly.
She was very clear and helpful answering my questions on life insurance name change forms.
She was not rushed and took all the necessary time to make sure I would have them completed properly for submission.
Thank you
Gordon Arras

Agent greeted me cheerfully and answered my questions quickly.

Katie was so helpful and friendly‼️
She was a joy to talk to.

Robin was very professional and personable! She is fantastic!

Elizabeth was well spoken, knowledgeable and took her time to explain the answers to our questions.
We were fortunate Elizabeth was the customer support person that answered my call.

Elizabeth was very informative and answered all our questions. Very pleasant to deal with

The rep, Robin was so pleasant and willing to assist !!!

Robin answered my questions and helped me understand the various ways I could pay the premiums. And when I called later and asked to speak with Robin she promptly called back.

Communication with and personality of Vanessa was extraordinary

John C was amazing! The PHL liquidation has been far from pleasant and John listened, explained and then had me recite back to him to make sure I had a clear understanding. I would hire John in a heartbeat!

Sheila was so helpful, freindly and knowlegeable not to mention prompt

I had a simple question and it was answered and explained. I tried using the online form and no one contacted me until today, after the 2nd try. 3 weeks ago I sent it. I’m glad at least I got this phone number to call.

I had a very nice call experience on May 1st, at 4:15 p.m. CDT. My Nassau Annuity representative was very helpful, looking at my accounts and assuring me that the account ownership had been titled to my IRA in my name. She sent me copies of the letters verifying the same. I was shocked that the name change was incorrect, mentioning nothing about an IRA account which was the whole purpose of the exercise of changing the name, as I was rolling over my profit sharing plan annuity asset into a rollover IRA asset. If left with the incorrect name I will have a horrific tax event in 2026. I am so disappointed with the Department which received my account ownership name change.

The person helping me answered all my questions and gave me clear directions on what I need to do to get the assignment off my policy.

Katie was a pleasure to work with. Very polite and helpful.

Katie N. was absolutely incredible— friendly, professional, knowledgeable and so helpful! I want to adopt her! (She deserves a raise!)

The agent Dawn was able to clear up a problem with my bill pay

Short wait on the phone to reach representative and she was able to answer my question and sent the document very quickly to my email.