Mark was incredibly helpful in numerous ways...he promptly came out to our home in Deland, Fl. Carefully reviewed our current financial situation (which had recent taken a turn for the worst) and various insurance needs and went to work. I had a high-deductible Medicare Supplement with United American. My wife had Medicare advantage PPO with United Health AARP. He reviewed our life insurance policies we had with Lincoln Heritage, and quickly determined they were graded. Meaning the benefit wasnt immediately effective and we were paying to much. He felt we were healthy enough to qualify for a final expense burial insurance policy with Royal neighbors at a fraction of the cost, with no medical exam. After verifying my doctors and medications Mark suggested I go with a Freedom Health HMO Special Needs Plan, that would increase my social security check by $110/month. Next, he got my wife qualified for Medicaid extra help, increasing here social security by $135/month. All this in addition to the life insurance savings!! If that werent enough, he checked a database of records that determined we had over $500 in unclaimed monies owed to us from a previous homeowners escrow. Mark, my wife and I are truly grateful for your kindness, service, patience & going the extra mile! I will forever recommend you to everyone!We have friends who are dissatisfied with the low returns on a CD. We are sending them to you to learn more about your Annuities.