Ovid Reviews 166

I can’t say enough good things about Geoff Schacht and his colleagues. Their caring professionalism was ever-present in every discussion from the very first telephone exchange. Geoff treated me and my family with dignity and respect and communicated at every stage which was often several times a week.

I highly recommend this team for these sensitive and complex transactions.

Dan was outstanding in holding up his end of our negotiations and stay in close touch with us. He got us the most money he could get for us for my policy and got it done expeditiously. He was an absolute pleasure to work with and if I had another life policy I would certainly work with him again. Dan was a total gentleman throughout the entire negotiation and my wife and I have great faith in him and his ability to be a very honest businessman. It was a pleasure working with him. Even though everything was done over the telephone he was honest, sincere and worked expeditiously to get this deal done. Thank you Dan. Marc Lubet

Dan was awesome! Very professional, knowledgeable, and always responsive. He made everything easy and stress-free. I truly appreciated all his support and would highly recommend him for anyone looking to sell their policy.

It was great working with Greg during the entire process as he was very thorough and detailed in explaining each step through completion. Then, once all of the required paperwork was finished, I received prompt payment on the settlement amount.

Darren was very easy to work with. Kept the expectations realistic and very open to how the process works. Glad I reviewed my options for an expiring term policy with Ovid.

Great communication thru out the process ,
and customer service .

Geoff is a keeper! He has a great future in the business. As the owner of a sales training company I might not be the easiest client anyone has.
Geoff sailed right along. He's quick to respond. He has a caring attitude and goes the extra mile to get the job done. If I do more work like this I'll definitely be calling on Geoff! Five Star all the way.

Speaking with Geoff S. over the past several months has always been a positive experience, as well as educational! Never rushes our conversation, is always truthful and honest about the topics we are discussing. He always let's me know i can call him at anytime, too, if there's anything else I have questions about. Super nice, helpful person!

As an advsior to business owners myself, I found that Dan Winegrad explained the process clearly and was was able to answer all of my questions regarding the value of life insurance policies.

Dan made a simple process complicated by Equitable bearable. Even at times when I was getting frustrated because of what I saw was due to the incompetence at Equitable, his assurance that matters will work out shortly, made the process tolerable. It has been a great pleasure dealing with Dan

While the company was unable to offer a buy out of my husband term policy representative Dan Winegrad thoroughly and patiently explained why and urged me to reach out if things changed,

Great communication, prompt attention to issues, ease of transaction

Geoff was easy to work with, and he was easy to get a hold of when I needed him. He made the process easier than I thought it would be.

Dan is knowledgable and easy to talk to and get information I needed.

Dan Winegrad was the best. He was on top of everything and kept me informed every step. I cannot say enough good things about him!

Greg was extremely patient, responsive, open , and friendly throughout our entire process.

Dan went above and beyond what was required to help me with my issue. I appreciate his professionalism and helpfulness.

Dan was excellent. Responsive and upfront

Darren always kept me up to date on the details of my sale to Life Equity. My policy was unusual and the first of its kind for Darren. He kept after the insurance company to get the transaction completed. He was always professional with me.

We worked with agent Dan who was very knowledgeable, polite, professional, well informed. Selling our life insurance policy turned out to be very challenging emotionally and Dan knew how to let us ask and then answer all our questions respectfully.