Steve Levy
GBGreg Bates Greg has been added to the top my list of contacts for those in his field. At the risk of sounding self-centered, but to underscore my opinion ... I have been a lawyer for almost 43 years. A great percentage of my experience (decades actually) involved working with and representing "life insurance experts" (mostly independent producers) in a very wide array of transactions and litigation. I recently needed to make a decision about my personal life insurance. I was pretty sure about what I should or should not do. It was Greg's input that took my confidence level to 100% or as close thereto as humanly possible. He is the type of person who listens, seeks as much information as reasonably possible before giving his "bottom line" opinion(s), clearly explains the reasons for his opinion(s) and, even when he may not be able to provide assistance, lets you know whether or not someone else may be able to help and who, if anyone, that might be. Other than to say I cannot find the words to fully express this, I have the highest confidence in, respect for, faith in and admiration for Greg and the way he conducts himself.
LP
GBThorough and Professional Even though they could not help me convert my policy, they went the distance to thoroughly examine the pathways to what might be possible. Very professional, kind, and considerate.
Carol Onderdonk
GBHappy and relieved. While it wasn't a quick process and it… While it wasn't a quick process and it took sometime, Darren was very patient and work hard in my behalf. We went back and forth and after 6m os. We reach a mutual agreement. We are very happy with the outcome. Thank you so much Darren.
Norma Hans
GBDespite of the fact that we didn’t end… Despite of the fact that we didn’t end up on a positive note, I had a privilege to deal with Geoff in a very professional manner. He was with me every step of the way on this journey. All the best to him
Susan Almon Pesch
GBEfficient and Easy Life Insurance Evaluation With my Term Life Insurance Premium's skyrocketing to 4-digits per month, I talked with my financial advisor, he said there were companies that bought policies like mine. I researched online, found and vetted, OVID Life and the regional director, account services, Dan Winegrad, called me within 24 hours to discuss the process. I previously had a very stressful review a few years back--the company had me going in circles with supplying information--saying they were not getting access to my records etc. it was time wasting, and they never gave me a decision or any follow up. Dan communicated often on the progress of my evaluation, he answered my questions in a timely fashion. He spoke with my financial planner, and as my health records indicated after review -- my policy would not fit OVID's buy profile, Dan went carefully over the results with me today. I am very pleased I would highly recommend OVID and Dan Winegrad.