Subject: Cancer Insurance: Sandy S.(July 2015)
"I am so glad I purchased this coverage! A good friend just learned she has received a diagnosis and has some "holes" in the insurance coverage they have. I am grateful your company called on us"
Subject: Personal Umbrella: Jeff R. (March 2015)
"I just wanted to know why I might need a personal umbrella rather than increase my
liability limits. As it turned out it was more than just the price. I'm also going to check out the strength of the company. Thanks!"
Subject: Consulting: Jason G.(March 2015)
" Ed helped me consider what type of life insurance I should consider if I inherited debt from my spouse in the event of her passing.
It's great to be able to call someone and get some options without getting pressured to buy something. Now I understand more than just
death benefit and the importance of insurability; timing"
Subject: Consulting Carlton Steele Long Term Care Claim(2014)
"Ed helped submit and get reimbursed for my long term care claim. I didn't realize the requirement to have the LTC company interview me to establish conditions on which they would pay for my home health care claim. He contacted the insurance company on my behalf, and was able to be reimbursed for over $4,000. in home health care benefits. The original agent was no longer with the company but Ed's experience communicating with the insurance companies made all the difference."
Subject: Consulting and Advance Funeral Planning(2014)
Client: Robert Allison, Indiana
"Because of Ed's direction my wife and I preplanned our funeral arrangements and helped us to qualify for Medicaid. He was patient and helped us evaluate our options when considering nursing home services. He referred us to an attorney that specialized in proper application for Medicaid without relying on the nursing home. When my spouse passed away everything was handled as expected."
Subject: Advance Planning and Elements of Advance Directives (14 attendees) Feb. 12th 2013
Speaker: Ed Bowling, Advance Planner
Event: Free Speakers Bureau Program sponsored by Satisfice Solutions, LLC
Gift: Free Booklet distributed with permission of the Indiana Bar Association “The Law of Aging”(2012 edition)
“You explained the information to the residents very well and used language for them to understand. It was great, and I can tell the residents were very pleased and that goes for me. The use of your personal experiences and thank you for sharing the memory of your mother. I know using your personal experiences and your mother in particular made a huge impact. It allowed us to see how passionate you are about helping our seniors. I could really tell my residents enjoyed themselves. They were very happy and still discussing the importance of future planning in the hallways. A resident said "Ed was such a gentleman". Thanks for all your help and being very polite and compassionate to the residents when explaining and listening to the personal stories of the residents." - Renee'(Capital Station coordinator)
"Ed helped submit and get reimbursed for my long term care claim. I didn't realize the requirement to have the LTC company interview me to establish conditions on which they would pay for my home health care claim. He contacted the insurance company on my behalf, and was able to be reimbursed for over $4,000. in home health care benefits. The original agent was no longer with the company but Ed's experience communicating with the insurance companies made all the difference."
Subject: Consulting and Advance Funeral Planning(2014)
Client: Robert Allison, Indiana
"Because of Ed's direction my wife and I preplanned our funeral arrangements and helped us to qualify for Medicaid. He was patient and helped us evaluate our options when considering nursing home services. He referred us to an attorney that specialized in proper application for Medicaid without relying on the nursing home. When my spouse passed away everything was handled as expected."
Subject: Advance Planning and Elements of Advance Directives (14 attendees) Feb. 12th 2013
Speaker: Ed Bowling, Advance Planner
Event: Free Speakers Bureau Program sponsored by Satisfice Solutions, LLC
Gift: Free Booklet distributed with permission of the Indiana Bar Association “The Law of Aging”(2012 edition)
“You explained the information to the residents very well and used language for them to understand. It was great, and I can tell the residents were very pleased and that goes for me. The use of your personal experiences and thank you for sharing the memory of your mother. I know using your personal experiences and your mother in particular made a huge impact. It allowed us to see how passionate you are about helping our seniors. I could really tell my residents enjoyed themselves. They were very happy and still discussing the importance of future planning in the hallways. A resident said "Ed was such a gentleman". Thanks for all your help and being very polite and compassionate to the residents when explaining and listening to the personal stories of the residents." - Renee'(Capital Station coordinator)
Subject: Fixed Indexed Annuity
“I was interested in seeing how I could keep my money safe. Ed presented the options and really wanted us to know the benefits of this annuity. We really felt it was our decision and he returns our phone calls personally!” - Evelyn Elliott
“I was interested in seeing how I could keep my money safe. Ed presented the options and really wanted us to know the benefits of this annuity. We really felt it was our decision and he returns our phone calls personally!” - Evelyn Elliott
