Professional and Helpful

 

I am writing this letter of recommendation regarding your staff in Financial Strategies at Mutual. I would like to take this opportunity to let you know how professional they are and how helpful both Isaac McCabe and Steven Tarchala have been to my wife and me.I am writing this letter of recommendation regarding your staff in Financial Strategies at Mutual. I would like to take this opportunity to let you know how professional they are and how helpful both Isaac McCabe and Steven Tarchala have been to my wife and me.

 

In reviewing our life insurance needs, we realized that our existing life insurance would no longer meet our financial goals of providing the required amount of financial security we would need into retirement. Both Isaac and Steven were diligent in researching possible insurance companies and various policy options which could provide our needs. In our research, we found that we had a conversion option on our existing term insurance policies that would provide us with universal life at a much lower cost to us than obtaining new insurance.

 

Both Isaac and Steven took the necessary time to thoroughly research our policies, make recommendations on various options, coordinate details with the life insurance company, and prepare the necessary paperwork for us to be able to convert our existing insurance over to what we really needed. Their invaluable assistance facilitated this process immensely for us and also saved us a considerable amount of money over what new policies would have cost.

 

Their knowledge of the life insurance industry and terminology and their excellent communication skills made this entire process much easier than we had anticipated. Their customer service is of the highest standards and when working with them, we know that we can expect attention to detail and truly dedicated service. It was a genuine pleasure working with both of them and we will happily recommend them and Mutual Savings to anyone needing financial advice in not only life insurance, but other needs as well.

 

Sincerely yours,

Bob and Juanell Garrett
Lansing, KS

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Find out more about the staff at FSI

Isaac McCabe
Isaac McCabe

Vice President/Agency Director

Nicholas Denman
Terry McCabe

Risk Management Counselor

Jessica Marshall
Andy Becker

Property Insurance Specialist

Jessica Marshall
Joanna Kowalewski

Agency Service Representative

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