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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I highly recommend working with Greg…
I highly recommend working with Greg Bates. He is professional, kind, personable, and is an excellent communicator. He is very knowledgeable and kept me informed of every step throughout the process. You can trust Greg with your life insurance needs.
Efficient and Easy Life Insurance Evaluation
With my Term Life Insurance Premium's skyrocketing to 4-digits per month, I talked with my financial advisor, he said there were companies that bought policies like mine. I researched online, found and vetted, OVID Life and the regional director, account services, Dan Winegrad, called me within 24 hours to discuss the process. I previously had a very stressful review a few years back--the company had me going in circles with supplying information--saying they were not getting access to my records etc. it was time wasting, and they never gave me a decision or any follow up. Dan communicated often on the progress of my evaluation, he answered my questions in a timely fashion. He spoke with my financial planner, and as my health records indicated after review -- my policy would not fit OVID's buy profile, Dan went carefully over the results with me today. I am very pleased I would highly recommend OVID and Dan Winegrad.
Thorough and Professional
Even though they could not help me convert my policy, they went the distance to thoroughly examine the pathways to what might be possible. Very professional, kind, and considerate.
That was good baby girl was it good…
That was good baby girl was it good baby girl it was so good I want 750 why can't you get the money
I have a story to tell
I have a story to tell - My name is Richard Neville and I am a CPA and my wife and I live 6 months in Ottawa, Ontario, Canada and during the Winter we live in Sarasota County, Florida, in a gated community, where we play golf 3 times a week. I am 77 years old.
Since the age of 22, when I received my CA ( Now a CPA ), I have been paying for a $250,000 term life insurance policy with Manulife Insurance. Until the age of 55, the premium was very reasonable. Now it is approximately $1,000.00 per month. That is ridiculous and what is clear is that Manulife just wants me to drop the policy ASAP. SO......I wanted to sell my life term policy and convert it to cash.
Therefore, I called Ovid Life Insurance and was put in contact with Darren May. I have now spoken to Darren a couple of times. He has been more than helpful in explaining exactly what " Selling One's Life Insurance " means and what are the steps to go about it. That being said, Darren has informed ,e that after a little bit of research, unfortunately. Ovid Insurance cannot do business in Ontario, Canada.
I just wanted to say that although that information is not what I was expecting to hear, I do want to " Thank " Darren for ALL the great advice/knowledge he shared with me. THANK YOU VERY MUCH DARREN. To his management team.....in my opinion, he is an asset to be retained within your ranks.
Richard Neville (613) 513 - 5563
Don’t waste your time with these…
Don’t waste your time with these people. All dealing with them did was cost me an additional $267 premium when I would have been letting it lapse. They should have been able to tell they were not going to make an offer within a week instead of taking over a month; Especially since they had dealt with my insurance company before. Save yourself the hassle and just move on.
Greg Bates
Greg Bates assisted us throughout the entire process, keeping us well informed and updated at each step. He was professional yet very personable.
Geoff answered all my questions with…
Geoff answered all my questions with great professionalism
It was a pleasure working with Geoff…
It was a pleasure working with Geoff Schacht. He was very professional and the interaction was smooth.
My experience has been exceptional
My experience has been exceptional. Greg is a true professional who demonstrates in depth product knowledge in supporting the best interests of his client.
His client focused/transparent approach builds an immediate trust which is a rare attribute these days.
Geoff Schacht
Geoff has a good attitude and personality in his communications. He was honest and candid in our discussions.
Working with Darren was a great…
Working with Darren was a great experience he is a great communicator honest looking to get me the best price thank you Darren
Greg Bates
Greg has been added to the top my list of contacts for those in his field. At the risk of sounding self-centered, but to underscore my opinion ...
I have been a lawyer for almost 43 years. A great percentage of my experience (decades actually) involved working with and representing "life insurance experts" (mostly independent producers) in a very wide array of transactions and litigation. I recently needed to make a decision about my personal life insurance. I was pretty sure about what I should or should not do. It was Greg's input that took my confidence level to 100% or as close thereto as humanly possible.
He is the type of person who listens, seeks as much information as reasonably possible before giving his "bottom line" opinion(s), clearly explains the reasons for his opinion(s) and, even when he may not be able to provide assistance, lets you know whether or not someone else may be able to help and who, if anyone, that might be.
Other than to say I cannot find the words to fully express this, I have the highest confidence in, respect for, faith in and admiration for Greg and the way he conducts himself.
Geoff and the Voya experience - rated PG13
Geoff pursued this for me as if it was his one and only priority. I know he has many different clients he assists on a daily basis, but I always felt that he gave this his personal attention. When I would call it would be “Hey Dave”, NOT oh uh Hi, can I get your birth date, policy number, or some other info where it would make you feel like ‘just a number’. You, (I) was his most important client is how he handled all my ridiculous issues with Voya. He hung in there till the bitter end. That is meant in a good way, not a bad way.
I greatly appreciate all of his efforts and time with this. Thank you.
PS the date of experience is todays date, but he has been working on this since May of last year.
Excellent Service: Dan Winegrad and his team were…
Dan Winegrad and his team were terrific! They led me with professionalism and courtesy during every step of the way while buying my life insurance policy.
Darren was extremely knowledgable and…
Darren was extremely knowledgable and incredible helpful in explaining the process. It was an absolute pleasure working with him.
Honest and informative analysis
Both persons I spoke to were polite and professional during interviews along with carefully explaining details and answering all my questions.
Greg Bates did a excellent job of…
Greg Bates did a excellent job of reviewing my husband's life insurance. He explained everything to us and put in a lot of hours and paperwork for us . Thank you so much for your efforts.
Very Professional
Geoff Schacht was very helpful and professional and kept me updated through the whole process.
My sincere thanks to him.
Joe West
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