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Life & Health Insurance/Willard R. Brumbaugh, LUTCF, CSFP
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 |
|---|---|---|---|---|---|---|---|
| 2009-11-11 | Mary Ann | 10 | 10 | 10 | 10 | Yes | The information provided was extremely helpful. You clarified an issue for me that I could not answer on my owm. Thank you! |
| 2009-11-10 | Monica | 10 | 10 | 10 | 10 | Yes | Mr. Brumbaugh, I really appreciate you taking the time to help with this issue. Your input has been very helpful and we'll use it to determine just what to do. I guess it's a good problem to have! Best wishes, Monica |
| 2009-09-22 | Bella | 10 | 10 | 10 | 10 | Yes | |
| 2009-09-02 | Tova | 10 | 10 | 10 | 10 | No | |
| 2009-08-31 | Debbie | 10 | 10 | 10 | 10 | No | Thank you for your time . |
| 2009-08-18 | Lee V. Magee Jr. | 10 | 10 | 10 | 10 | Yes | |
| 2009-07-07 | Maya | 10 | 8 | 10 | 10 | No | Even though this is extremely belated, thank you so much for responding to my question! |
| 2009-07-02 | Ann | 10 | 10 | 10 | 10 | No | Thank you! |
| 2009-06-19 | Rita | 10 | 10 | 10 | 10 | Yes | Your help was beneficial and greatly appreciated. |
| 2009-06-03 | Jimmy Hassell | 10 | 10 | 10 | 10 | No | Thank you for a very quick response. Jimmy Hassell |
| 2009-05-19 | Joyce | 10 | 10 | 10 | 10 | Yes | definitely helpful |
| 2009-04-30 | Stefanie | 10 | 9 | 10 | 10 | No | That was a very quick and thorough response. It certainly gives me a good idea of our next step in reorganizing the portfolio. Many thanks to Mr. Brumbaugh! |
| 2009-04-26 | Leilani | 10 | 10 | 10 | 10 | Yes | Very helpful, and loves his job! |
| 2009-04-25 | Bonnie | 10 | 10 | 10 | 10 | Yes | Thanks for your help. I will call you. Bonnie |
| 2009-04-19 | Abe | 10 | 10 | 10 | 10 | No | |
| 2009-04-15 | Leilani | 10 | 10 | 10 | 10 | Yes | I am very happy with his response. He even offered to do more personal research for me. |
| 2009-04-13 | Skyler | 10 | 10 | 10 | 10 | No | Thank-you |
| 2009-04-10 | Doris | 10 | 10 | 10 | 10 | Yes | |
| 2009-04-06 | Tracy Miller | 10 | 10 | 10 | 10 | Yes | Thank you for your quick and detailed response. |
| 2009-03-24 | Karen | 10 | 10 | 10 | 10 | Yes | Excellent and concise answer |
| 2009-03-06 | Barbara | 10 | 10 | 10 | 10 | No | Rate 10 Thank you very much. |
| 2009-03-06 | Darren | 10 | 10 | 10 | 10 | Yes | |
| 2009-02-27 | Norma | 10 | 10 | 10 | 10 | Yes | I haven't tried the phone numbers yet but sure appreciate the promptness and professionalism. |
| 2009-02-24 | Sophie | 10 | 10 | 10 | 10 | Yes | Thank you so much, we were not sure what the options were, but now can make a more informed decision. |
| 2009-02-22 | Philip | 10 | 10 | 10 | 10 | Yes | thanks for the prompt reply. |
| 2009-02-21 | Julianna | 10 | 10 | 10 | 10 | Yes | Thanks for such a speedy reply. It has put my mind at ease to know I have no immediate concern for alarm. Again thanks so much, it was really hard to find answers until I stumbled upon this website and your expertise. |
| 2009-02-16 | Susan | 10 | 10 | 10 | 10 | Yes | Thank your for your insight into Life Settlement Companies. It is valuable to ask an EXPERT. I never considered someone would want to buy my "sure thing" investment and help me get the cash I need now. It makes sense. Thanks for your prompt response. |
| 2009-02-11 | Jack | 10 | 10 | 10 | 10 | No | |
| 2009-02-11 | Jack | 10 | 10 | 10 | 10 | Yes | |
| 2009-02-07 | Carolyn | 10 | 10 | 10 | 10 | No |
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Answers by Expert:
Willard R. Brumbaugh, LUTCF, CSFP
Expertise
I can handle questions concerning life insurance, it`s tax implications, how to determine what is appropriate, and how it fits in one`s estate and retirement planning.
Experience
For 2 1/2 years I was an expert on AskMe.com, where for most of that time I was ranked #1. I have been a moderator (instructor) for the Life Underwriters Training Council. I have been licensed since 1969. Organizations I belong to: National Association of Insurance and Financial Advisors - California and the Inland Empire Estate Planning Council. I hold the professional designation of Life Underwriters Training Council Fellow.
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