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Dan is knowledgable and easy to talk to and get information I needed.

Dan Winegrad was the best. He was on top of everything and kept me informed every step. I cannot say enough good things about him!

Greg was extremely patient, responsive, open , and friendly throughout our entire process.

Dan went above and beyond what was required to help me with my issue. I appreciate his professionalism and helpfulness.

Dan was excellent. Responsive and upfront

Darren always kept me up to date on the details of my sale to Life Equity. My policy was unusual and the first of its kind for Darren. He kept after the insurance company to get the transaction completed. He was always professional with me.

We worked with agent Dan who was very knowledgeable, polite, professional, well informed. Selling our life insurance policy turned out to be very challenging emotionally and Dan knew how to let us ask and then answer all our questions respectfully.

Dan Winegrad was exceptionally helpful during this process. He had respect for my situation, explained everything as it happened in terms we understood. He gave me a sense of trust so I did not feel I needed to search elsewhere he helped my feel confident in our decision. I would highly recommend for anyone looking to do a buy out.

Geoff Schacht – Exceptional Agent, Highly Recommended

Working with Geoff Schacht was an outstanding experience from start to finish. He was exceptional — professional, knowledgeable, and incredibly patient. Geoff kept me informed every step of the way and explained everything in a way that was easy to understand. He made a complex process so much easier than I expected.

Geoff’s communication was clear, timely, and always thoughtful. It’s rare to find someone who genuinely cares, but Geoff truly does. He took the time to answer every question, made sure I understood all my options, and helped me feel confident in my decisions.

If you’re considering selling your life insurance policy, I can’t recommend Geoff highly enough. He’s personable, trustworthy, and an absolute pleasure to work with. Thank you, Geoff, for all your help and support — you made a challenging time feel manageable and even positive.

Dan Winegrad was great to work with. He was patient as I messed up paperwork more than once. Dan was knowledgeable and very helpful in finding a solution to meet my needs. He is very professional and followed up through the process.

Geoff was exemplary in handling everything involved with my insurance needs from start to finish. Thank you Geoff.

Geoff is a true professional and had a good grasp of all the issues. He was attentive and responsive to all inquiries I had.

Dan was great to work with, he was caring and made this process simple

Dan is very easy to work with. Be prepared for a long lead time though. There is a slot of hoops to go through with the insurance company. However, Dan is very Helpful in moving it through the paperwork mes.

We worked with Darren May. He was informative, friendly, and very knowledgeable in all aspects of the process. Our situation was a bit complicated but Darren was able to get answers quickly concerning anything that arose. It was easy to tell he was very concerned about every aspect of the process. When the company ask for additional information he would explain why and help lead us through each aspect. Can’t say enough about how well we were treated during the process. Glad he was our contact. Thanks Darren!

Geoff Schact did an outstanding job of working with me through the entire process. He did a great job of keeping me up to date during g the process. The process was smooth and easy. Kudo's to Geoff.
Thanks,

Robert Meschuk

Dan has been very professional,very forthright..honest and seems to be a very caring human being.. has been patient and given me some very heartfelt answers to my questions

Geoff was extremely professional and handled all of my questions promptly. Geoff made my experience with Life Equity an excellent experience! I would recommend him for anyone looking to sell their insurance policy.

Dan was extremely helpful and very patient during the entire process. I loved working with him.

Great experience. Geoff Schacht did an excellent job handling everything smoothly. He helped me every step, walked me through the whole process of filling out all the papers. Geoff was very detailed, patient and explained everything to me and answered all my questions. Great job all the way around.