Client and Advisor Reviews
We believe that our best advocates are the financial professionals and clients we serve. Their trust is the cornerstone of our practice, and their feedback reflects our commitment to providing expert guidance and unparalleled support in long-term care planning.
Client and Advisor Reviews
Featured Reviews
We had the privilege of partnering with Jared Williams as a strategic partner to provide long-term care insurance solutions for our clients, particularly those with unique health needs. Jared has consistently gone above and beyond—working directly with clients and collaborating with insurance carriers—to ensure that the best possible products and solutions are available. His expertise as a subject matter expert has not only enhanced the service we provide to our community but has also strengthened our agency as a whole. Together, we have built an efficient and effective referral system that ensures clients are guided seamlessly through the process. Jared’s professionalism, dedication, and commitment to client success make him an invaluable partner, and we look forward to continuing to grow this collaboration.
Jared transformed a complex, high-stakes decision into a coherent, manageable process. He began by listening carefully, then articulated the advantages and limitations of each option in clear, accessible terms. He aligned coverage with our objectives and budget, and he structured the plan to minimize uncertainty.
Working with Jared through the Dave Ramsey Program was such a blessing. From the start, he was genuine, kind, and incredibly honest. I could tell he truly cared about my situation and what was best for me—not just about numbers or transactions. His guidance gave me real peace of mind and confidence in my financial decisions. I’m so grateful to have found someone who treats people with such integrity and compassion.
Knowledgeable, patience and supportive!
EXCELLENT Based on 9 reviews Posted on James BergmanTrustindex verifies that the original source of the review is Google. Jared did a great job of helping my wife and I decide on LTC that was right for us. He took lots of time to walk us through scenarios and answered our many questions. He provided us with spreadsheets of information showing options and pricing that helped keep it simple and easy to understand. I would definitely recommend him to my friends, family and anyone else who are looking for LTC.Posted on Jerry BastTrustindex verifies that the original source of the review is Google. Last year Jared helped my wife and I purchase a Long Term Care policy. He helped with determining the correct amount and financing the annual payment via an annuity. There were several roadblocks that he helped us work past. Very much appreciate his help.Posted on Lynn PistacchioTrustindex verifies that the original source of the review is Google. Working with Jared through the Dave Ramsey Program was such a blessing. From the start, he was genuine, kind, and incredibly honest. I could tell he truly cared about my situation and what was best for me—not just about numbers or transactions. His guidance gave me real peace of mind and confidence in my financial decisions. I’m so grateful to have found someone who treats people with such integrity and compassion.Posted on KarenTrustindex verifies that the original source of the review is Google. Jared was very personable, knowledgeable and gave excellent guidance in helping me make the best decision for my long term care policy.Posted on Benita HolleyTrustindex verifies that the original source of the review is Google. We have say that Jared was absolutely amazing. He was very thorough and patient with explaining the information. Thank you so much for your exceptional customer service and expertise. Congratulations 🎊 🎁 🎈 🎉 👏🏽 💐 with your new baby.Posted on Jean JonesTrustindex verifies that the original source of the review is Google. Knowledgeable, patience and supportive!Posted on Elizabeth HartwickTrustindex verifies that the original source of the review is Google. Purchasing a long term care insurance policy can be stressful and time consuming, especially when an individual or couple is making decisions related to sensitive topics like aging, finances, and medical conditions. My husband and I were fortunate to meet Jared during this challenging process. He was very knowledgeable, thorough, patient through our many questions as we considered all of the options, and he has a great way of simplifying complicated information. He took the time to film explanatory videos for us using visual aids that we could refer to on our own time. He was diligent in his research and thoughtful in his recommendations without being overbearing or proscriptive. His subject matter knowledge on the topic of long term care insurance and navigating the challenging application process, as well as his interpersonal skills, were both excellent and unmatched by other brokers with whom we have interacted on LTC insurance. My husband and I were and remain grateful for Jared and would happily work with him again.Posted on Davan Johnson, CPIA, CMIPTrustindex verifies that the original source of the review is Google. We had the privilege of partnering with Jared Williams as a strategic partner to provide long-term care insurance solutions for our clients, particularly those with unique health needs. Jared has consistently gone above and beyond—working directly with clients and collaborating with insurance carriers—to ensure that the best possible products and solutions are available. His expertise as a subject matter expert has not only enhanced the service we provide to our community but has also strengthened our agency as a whole. Together, we have built an efficient and effective referral system that ensures clients are guided seamlessly through the process. Jared’s professionalism, dedication, and commitment to client success make him an invaluable partner, and we look forward to continuing to grow this collaboration.Posted on Christopher DellTrustindex verifies that the original source of the review is Google. Following an unexpected death in our family, we assumed full responsibility for a relative living with Parkinson’s disease and dementia. Caring for him was a profound privilege, yet it demanded extraordinary emotional, logistical, and financial effort. That experience clarified many lessons, foremost among them the critical importance of long-term care coverage. Jared transformed a complex, high-stakes decision into a coherent, manageable process. He began by listening carefully, then articulated the advantages and limitations of each option in clear, accessible terms. He aligned coverage with our objectives and budget, and he structured the plan to minimize uncertainty. We now have well-grounded confidence that our retirement assets and savings are shielded from the escalating costs of future care through a prudent, affordable policy. We recommend Jared without reservation. He is knowledgeable, responsible, and consistently places his clients’ interests first.
What Our Partners Are Saying
What Our Partners Are Saying
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