I already own, or a second opinion on an annuity I am considering purchasing.
“Thank you so very much for taking the time to call me earlier tonight. It was truly a bonus to be able to put you on speaker allowing Diane to listen in as you answered my questions. I get a tremendous amount of comfort knowing that, regardless of what might happen to me, she will always have an adequate income. I continue to tell her that, should something happen to me, she should call you and follow the advice you provide her. She has had your phone number in her contacts list for numerous years. I am more grateful today than ever that you took the time 8 years ago to educate me regarding my retirement options and that the education led to the purchase of the Ohio National annuity.
I look forward to the next time we have the opportunity to talk. God bless you and your family and thank you for being there for us. ”