A big thank you to Jason Stone, wealth advisor with Secura Financial Planning and Wealth Management, for referring me to a client of his who is purchasing a boat in Canada for $320K CAD. My people were able to save the client $12,096 USD on the conversion of the funds vs his bank (a 4% difference), and no foreign wire transfer fees. He is a very happy client! Thanks again Jason!

Recently I received a phone call from a possible new client who was referred to me by Norm Blieden, who is a CPA. I really appreciate his referral to me and trusting me with providing reverse loan information to his clients.

I called Larry for help on understanding more about title insurance . He was incredibly helpful, gave freely of his time to give me direction and answer me questions. For anyone attending meetings, you know that Larry is generally thanked be members in every meeting with the highest of accolades. He is truly amazing at what he does.

Craig was a huge help to me in locating a property across the country! This is not something that he got a personal gain from - it was strictly a help flow to me. He followed up and checked on how things were going periodically with and really demonstrated care and interest in how it was going. A truly amazing asset and friend. Thanks Craig! Can't speak highly enough of him.

Thanks Eric for starting this phenomenal network. I've found a home away from home and enjoy interacting with professionals from various fields. It's also good to get feedback from other experts on our expertise.

I wish to express my appreciation to Alan's thoughtful referral of a new reverse loan client to me. Referrals are my "life blood", and my best source of business. "Thank you" Alan for trusting me with your friend.

A huge thanks to Jerry Friedman of Jerry Friedman & Associates for his referral to a manufacturer. This client was pretty certain they didn't do R&D initially, but when we went through what Manufacturing does that qualifies, they ticked many of the boxes. They are pretty excited to get this going now. Jerry not only did the intro but helped me to get through and establish a call and a rapport with the client so that they can see they have the ability to take advantage of these credits. Everyone wins! Thanks Jerry, not only for the intro but for the care factor in helping me get a conversation going here. Much appreciated.

I wanted to thank Jason Gorowitz, our personal injury attorney. Jason is beyond knowledgably in his field and specializing in insurance claims. Jason is able to help people navigate the challenges of the insurance oceans. Don't go through an accident case on your own, you need to talk to Jason. Also wanted to thank Jason for referring his father in-law for their insurance needs. We are in the process of transitioning him to better coverage.

Wanted to thank Mike Micci with Redwood Mortgage. Mike has been using me as his preferred insurance broker for several months now with his clients. I'm ever so grateful to be working with a true professional as you, all of your clients rave about you. Mike has also recently trusted me with his own insurance needs, and is now a client. Thank you so much for your business and all of the referrals.

Larry Christian from Old Republic Title helped me recently with a family deed matter and I truly appreciate his quick response, his knowledge and expertise and solid guidance provided me. If you do not know Larry, you need to reach out to him. He is an amazing resource in all things related to real estate transactions and titles. Thank you Larry!!!