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Testimonials

I heard about you through Suze Orman’s book The Money Class and from there I went to your website, ordered both your books and studied them. I love your 2 books.  They broke down the most complicated material into understandable terms and I loved the tables and Consumer Alerts.  I feel more confident now that I made a good choice and that I’m getting a good deal.  Without your resource materials and help I probably would not have ended up with Long Term Care Insurance.  Thanks for your encouragement and support. Luci B., Virginia

I have enjoyed every minute of working with you through this process. You are delightful and I am glad to have met you. You made the daunting task of understand and obtaining LTCI an actual pleasure. Who can ever say that about buying an insurance policy! Excellent customer service is hard to find these days so when i experience it, I like to share it.  Your website was easy to navigate with useful information; it was simple to contact you by email; Your quick email response was unexpected; the promptness of your follow up phone call was uncommon; but what stands out to me most was and is your willingness to spend the time needed to educate me as thoroughly as I needed and all the while showing patience and the utmost courtesy. You are going to make a real difference in many people’s lives down the road.   Liz B., Oregon

Thank you so very much for this detailed tax information.  You answered all of our questions. We want to also sincerely thank you and Pennye for the expertise you have provided.  This purchase was a reluctant one but we are both very glad we had the opportunity to become educated by you. Suze Orman has again given us very sound advice by recommending you.  Teresa S., Florida

My experience working with Phyllis Shelton was a wonderful one.  She took me from ground zero in knowledge to a place where I am comfortable with my future.  She was amazing walking me through the process, answering my many questions, recommending what I needed for my peace of mind.  As a person without children, it is important that I have set plans to be taken care of, and in my own home.  Ms. Shelton was educational, professional, compassionate  and understanding.  I am happy to recommend her as an expert in her field and in working with people.  Charles B., Illinois

I initially felt overwhelmed by even the thought of buying Long Term Care insurance.  How would I know what would work best for me?  But Phyllis is so knowledgeable and competent, and after she stepped me through the different areas of coverage, it quickly became clear what I needed to do.  Her advice and recommendations — based on years of experience in the field — were invaluable.  And she’s delightful to work with.  I actually enjoyed the process!  Now I have such peace of mind, knowing I’m prepared for the future.  Thank you, Phyllis!  Your services are such a gift. Linda G., California

We really appreciate your incredible help in walking us through this and insuring that we could apply before the deadline. As we go forward I know the realization of what a benefit this insurance is will sink in even more. I’m already starting to think about conversations we can have with my step-sons and their families to relieve them of any concerns that they might have to pay for our care later on, and what a huge relief that will be for them. Just this morning I felt a shift in how I look at our future – lighter, brighter, freer to put our time and focus and energies on issues other than our health care because of this policy and because of you. Really, I had to work with someone I could trust. Vivian G., California

There are not enough words to express our appreciation for everything you did for us. I truly enjoyed working with Phyllis Shelton to find the best program for our needs. She was patient, sincere, understanding, knowledgeable, and genuinely cared about my family’s well-being – now and in the future. She knows her stuff! Sherry B., California

 

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