Ovid Reviews 

173
•
TrustScore 5 uit 5

4,9

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Lees wat reviewers zeggen

Beoordeeld met 5 van de 5 sterren

Dan winegrad was clear with the process and quick to help if asked truly helpful at a bad time for us he made things better

Beoordeeld met 5 van de 5 sterren

Dan Winegrad was exceptionally helpful during this process. He had respect for my situation, explained everything as it happened in terms we understood. He gave me a sense of trust so I did not feel... Toon meer

Beoordeeld met 5 van de 5 sterren

We worked with Darren May. He was informative, friendly, and very knowledgeable in all aspects of the process. Our situation was a bit complicated but Darren was able to get answers quickly concerning... Toon meer

Beoordeeld met 5 van de 5 sterren

I had a great experience working with Geoff Schacht at Life Equity. Geoff was very helpful in going through this legibly process with first explaining what we needed to provide and helping us get... Toon meer

Bedrijfsgegevens

  1. Alternatieve financiële diensten

Geschreven door het bedrijf

We educate consumers about the value of their life insurance on the secondary market, and help them understand whether they qualify to sell their policy for cash.


Contactgegevens

4,9

Uitstekend

TrustScore 5 uit 5

173 reviews

5 sterren
4 sterren
3 sterren
2 sterren
1 ster

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4,9

Alle reviews

(173)

21 reviews in de afgelopen 12 maanden

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Beoordeeld met 5 van de 5 sterren

Sale of life insurance policy

I went to Ovid to look Into selling my life insurance policy. Gregory Bates was my advisor. After researching potential buyers, he promptly got back to me and informed me that buyers were not interested in taking the risk Of purchasing my policy. For me, this was good news since it indicated that they felt I had a good chance of exceeding life expectancy. So I'm taking my policy's minimal cash value and opting out of my policy. Greg's advice confirmed my instincts to put my premiums to better use while alive. He was pleasant and patient and had my best interest at heart. For that, I am very appreciative and give him a five star rating.

7 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Working with Geoff Schacht was an…

Working with Geoff Schacht was an absolute pleasure. Not only was he extremely professional and responsive, but he held my hand every step of the way through this process. I highly reccomend him and his company!

4 februari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Thank you from bottom of my heart !

Thank you Dan Winegrad for working on my behalf for collecting all the information to make sure everything came together at the close.You make me realize that everything will be done in good faith. Best Regards ! Sudheep Sharma

24 januari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Greg was patient and explained…

Greg was patient and explained everything to me. He didn't hesitate to communate with me when either of us needed something. He made a painful situation a lot easier for me. I really appreciate his help and understanding.

23 januari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

It is all about communication Greg…

It is all about communication Greg Bates went over and above. He was on top of all the obstacles that sometimes were there especially dealing with the insurance company very professional but yet demanding to get the job done. Made my life easier and took a lot of pressure off me.

14 januari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Although I didn’t get an offer

Although I didn’t get an offer, I appreciated Geoff’s effort and that his communication skills were outstanding. He kept me in the loop even though the Hollidays. This isn’t a fun exercise, but Geoff made it easy.
Respectfully, David Myers

6 januari 2025
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Greg Bates has been extremely helpful.

Greg Bates has been extremely helpful. Every time he told me he was going to call or e-mail me, I would always get a phone call or e-mail a lot sooner than he had told me. Greg should be hired to train other people in his field to care for their customers. In the future, I plan on contacting Greg for everything that I am searching for in the areas of insurance, etc. Greg did a great job, and I am recommending him.

17 december 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Dan was great helping us work through…

Dan was great helping us work through what ended up being a stressful process. Your company came through with a very generous offer. We had three firms competing for our business and we are glad that we went with your firm.

11 december 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Geoff

Geoff, was very professional and took care of every step throughout the process as well as staying in touch as to what was happening.
Hank Bahr

9 december 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Very Satisfied

Geoff Schacht was very polite and thorough. He reached out to me multiple times to make sure everything was right. He answered all my questions over a period of several month. I have nothing but good things to say about Geoff. He was very professional and made me feel at ease thru the whole process.

3 december 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Life insurance equity sale opportunity

Although the numbers did not workout for me to sell my term life insurance policy, I had an excellent experience working with Greg Bates at Life Equity/Ovid Life. He and his team were a pleasure to work with, from start to finish. Greg was very responsive, professional, transparent and personable. For their sake and mine, I wished we could have done the deal, but they were very clear from the start that it might not work out. Nevertheless, I highly recommend working with the firm.

3 december 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Dan Winegrad was very professional

Dan Winegrad was very professional, kind, calm, patient and prompt with the payment to my adopted Dad Alex Belinfante.

I will strongly recommend Dan to anyone I come across in the future.

Farah James Lawlor II

3 december 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

A good experience.

I was working with a settlement company for two months and it was very stressfull. I called Life Settlement and spoke Geoff Schacht. He took some information from me, and with a few phone calls he was able to get me a quote for my policy. Within the month I had the closing papers signed and received my settlement a few weeks later. The efficiency and professionalism of working with Geoff and Life Settlement was so vastly different from the first company. I would highly recommend Geoff.
-Rebecca

30 oktober 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Selling my Whole life Policy

I was interested after seeing an advertisement for Ovid that was interested in acquiring my policy for cash. I spoke with Daniel Wingrad a Regional Director who was professional in all my dealings with him. The amount offered did not make sense at this time. Should I need to sell my policy later I will reach out to Daniel to reconsider purchasing my policy.

28 oktober 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

I'll keep this concise

I'll keep this concise; Greg was the epitome of professionalism throughout my entire experience!!! Anything positive you can think of that you want to see as either a customer or employee, Greg has it!!! Give him a raise. He is Top Shelf!!!!
Tom

8 oktober 2024
Review zonder uitnodiging
Beoordeeld met 5 van de 5 sterren

Fair Offer with Five-Star Service

My client and I dealt with Geoff Schacht at Life Equity. After interviewing several other representatives of life equity settlement companies it was evident that Geoff was the right person for us to be able to feel comfortable and get a fair settlement for my client's policy. He was professional and knowledgeable and was able to make a somewhat cumbersome process as seamless as possible. At one point in the process we received a better offer from another company and when Life Equity was not able to match the offer Geoff wished us well and said we were welcome to come back if things didn't work out. It turned out the process was too complicated with the other company and we did come back and Geoff picked up right where we left off and was able to complete the transaction very quickly. It was a pleasure dealing with Geoff and Life Equity and if the
occasion arises, I would not hesitate to refer other clients to them. Our experience was that the company is a class act with five-star service.

7 oktober 2024
Review zonder uitnodiging

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