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
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Lees wat reviewers zeggen
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
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
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
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
960 Macarthur Blvd, 07430, Mahwah, Verenigde Staten
- (800) 888-4660
- info@ovidlife.com
- ovidlife.com
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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.
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!
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
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.
Very professional approach to the…
Very professional approach to the subject. Great advice and follow up to the end.
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.
Fast and easy very knowledgeable person
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
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.
Greg Bates was extremely helpful and…
Greg Bates was extremely helpful and fantastic to work with. He was patient and super informative in a very stressful situation. I highly recommend working with Greg Bates.
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.
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
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.
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.
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
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
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.
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
The response was always immediate and…
The response was always immediate and helpful. The experience was not difficult at all and the advice was perfect. Am more than satisfied with results. Greg Bates was thorough and helpful throughout the process.
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.
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