Thank you to Gary Minkin for taking the time to help educate me on a tax efficient premium financing strategy for those clients with large insurance needs who lack the requisite liquidity to self-fund high premium Irrevocable Life Insurance Trusts (ILIT's). He also took some time to help me modernize some of my marketing materials. It is a testament to both his expertise and his correct understanding that success is not a zero-sum game.

Thanks to Eugene Kim for putting me in touch with one of his clients, a cannabis distribution organization with the goal of helping veterans get off of addictive prescription drugs in favor of cannabis-based solution. I look forward to helping them mitigate their Section 280e limitations and I look forward to watching their company grow with great interest. They spoke highly of Eugene as well.

Thanks to Jeff Cristol at Fit Right Financial for referring a startup client who is developing an app for the entertainment industry and needs a full complement of insurance coverage. Jeff took the time to ensure the right fit with the client and teed up the opportunity well.

My thanks to Alan Frankel at the Leavitt Group for his quick response to my client's business insurance needs. They are a start-up company and in need of various types of insurance. Alan was thorough and patient with them, helping walk them through the process and keeping me informed, too. Truly appreciate your help.

Thank you Tina Kaufman at Insperity for your comprehensive HR and benefit guidance with my client. As a start-up business, they did not know what they did not know. Walking them through the basic needs and legal requirements as they begin hiring new people will help them be competitive and successful.

Jay McDowell, MBA, President of Performance Strategies and Host of All Cities Network Santa Ana, referred my online marketing company to the owner of a spa with two locations in the South Bay. Jay McDowell helps business owners increase revenue and profit, manage costs, and build high performing teams. The spa owner is experiencing a decline in sales because of increased competition. Jay prepared the spa owner for my call and positioned my company in a favorable light, so much so that she is open to my suggestions and advice. The spa owner and I will be working together within her budget to design marketing and sales campaigns to increase business. Thank you very much, Jay, for putting in the extra effort on my behalf. You are a class act!

Thank you Craig for inviting Russell Jackman to our last San Francisco meeting. He put me in touch with two of my best referral sources right after the meeting. I appreciate the new connections.

Thank you, Jeff Cristol for referring one of your clients to us. Jeff is great at connecting people and is always looking out for his clients.

Thank you Eugene Kim of Nano Law Group for referring me to your start-up client.Clearly they value your input and assistance to get them this far as they try to get off the ground. Helping them with a business plan and projections has been a fun project.

Thank you to Alan Insul for taking the time to assist me in preparing a Stock Purchase Agreement for my client. Alan is a specialist in doing corporate deals, and he enabled me to select from options I had not considered, and thereby provide the best service to my client.