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Life & Health Insurance/Lee Horner
All Reviews from Users
Column Headings: K = Knowledgeability C = Clarity of Response T = Timeliness P = Politeness
N = Nominated for Expert of the Month
| Date | User | K | C | T | P | N | Comments |
|---|---|---|---|---|---|---|---|
| 2009-11-18 | Amy | 10 | 10 | 10 | 10 | Yes | I stumbled upon a previous question someone else had submitted on this site, which is how I got in touch with Lee Horner. I doubted that I would even see an answer and yet not only did I receive an answer back, I got the answer back within 24 hours! The answer was more than just a "call me and I can quote you" or just a surface answer. I am VERY pleased! Thank you! |
| 2009-11-06 | Wai-Fung | 10 | 10 | 10 | 10 | Yes | Very detailed, thank you for your response. |
| 2009-09-16 | Michael | 10 | 10 | 10 | 10 | No | Prompt reply with useful info |
| 2009-09-15 | Fred | 9 | 10 | 10 | 10 | Yes | |
| 2009-08-28 | Allison | 10 | 10 | 10 | 10 | Yes | Extremely helpful and right on with advice. Thank you! Allison |
| 2009-07-27 | Anita | 10 | 10 | 10 | 10 | No | Thank you for your quick response, it was very helpful. I've already taken some of the steps listed--we'll see what happens. |
| 2009-04-29 | Lissa | 10 | 10 | 10 | 10 | Yes | |
| 2009-04-13 | Skyler | 10 | 10 | 10 | 10 | No | Thank-you |
| 2009-03-13 | PD | 10 | 10 | 10 | 10 | Yes | Counselor. Thanks so much for your speedy reply. My wife's mother is bit calmer and is seeing a local attorney. Thanks again. |
| 2009-03-10 | Bobbie Kennedy | 10 | 10 | 10 | 10 | Yes | Lee was very helpful and gave me some options to think about...Appreciated his time and effort. Bobbie |
| 2009-01-18 | Dawn | 10 | 10 | 10 | 10 | Yes | Thank you for your help. It does clarify many questions for me! I would have thought the estate would have had to been named beneficiary as she could not do anything for personal gain as PR. She did not even list the money she received on the inventory of the old man's estate! Thank you for your quick response and all the light you have shone on this matter. |
| 2008-11-10 | Mona | 9 | 10 | 10 | 10 | Yes | |
| 2008-07-25 | Jan | 10 | 10 | 10 | 10 | No | |
| 2008-07-25 | Ken | 10 | 10 | 10 | 10 | No | |
| 2008-07-14 | Rory | 10 | 10 | 10 | 10 | No | Thank you |
| 2008-07-06 | thomas | 10 | 10 | 10 | 10 | Yes | thank you for your help |
| 2008-05-09 | Melissa | 10 | 10 | 10 | 10 | Yes | Wow - are you ever quick and you gave me some great ideas.Thanks! Melissa |
Answers by Expert:
Lee Horner
Expertise
Our practice focuses on final event planning and impaired risk life insurance for those age 50 to 84; our companies can underwrite anyone so long as they're not in a medical facility. I do not answer questions about stock markets, mutual funds nor variable life contracts. I will advise you of your options and make recommendations as appropriate. Questions regarding USA residents only. Let me know as much as you can about your situation for best results. If in doubt, ask anyway. If I don't have the answer, chances are I can point you in the right direction and am happy to do so.
Experience
Estate Planning Attorney since 1985; practicing in California and Arizona, and independent life insurance agent specializing in the senior market and also tax free retirement planning.
Organizations
AHEPA and Freedom Equity Group
Publications
Stop Sitting on your Assets, paperback version (co-author).
Education/Credentials
BBA in Business Management from Univ of New Mexico; Juris Doctorate in Law, Lincoln Law School of Sacramento, CA; admitted to practice before the Ninth Circuit court of appeals, and all courts in Arizona and California.
Awards and Honors
Graduated in the top 5 of my law school class.
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