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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 |
|---|---|---|---|---|---|---|---|
| 2009-11-10 | Tapas | 10 | 10 | 10 | 10 | Yes | Thanks! |
| 2009-11-04 | Mary | 10 | 10 | 10 | 10 | Yes | This was a very good answer and I appreciate the speediness with which you replied. I am grateful and mean it. Thank you again |
| 2009-09-12 | DAVID | 10 | 10 | 10 | 10 | Yes | thank you for your help. I have hired a lawyer so hopefully all will work out. |
| 2009-09-09 | Paul | 10 | 10 | 10 | 10 | Yes | Thank you very much for your replies. You have given me the answers to my questions. This is a very difficult topic and I wasn't sure where I would get the answers. I would like to thank you again. |
| 2009-08-14 | Dave | 10 | 10 | 10 | 10 | No | |
| 2009-08-06 | gail | 10 | 10 | 10 | 10 | Yes | You have been so helpful to me and I deeply appreciate it. You responded so quickly that it surprised me. Thanks so much Gail |
| 2009-08-03 | doris | 10 | 10 | 10 | 10 | Yes | this really helped me thank you so much |
| 2009-07-30 | Allan | 10 | 10 | 10 | 10 | No | thank you very much |
| 2009-07-20 | ANTHONY HARMON | 10 | 6 | 10 | 10 | Yes | thank you |
| 2009-04-14 | Eric | 10 | 10 | 10 | 10 | No | |
| 2009-04-13 | Skyler | 10 | 10 | 10 | 10 | No | Thank-you |
| 2009-04-01 | Jasmine | 10 | 10 | 10 | 10 | Yes | WOW! Thank you so much for your help! I feel much more at ease with your response and suggestions on what steps to take. My employer will be having a meeting with our office next week and now I will know what questions to ask and possible concerns to address! Again, Thank you so, so much. Best Regards, Jasmine |
| 2009-03-27 | Baris | 10 | 10 | 10 | 10 | No | |
| 2009-03-24 | Bob Jones | 10 | 10 | 10 | 10 | Yes | |
| 2009-03-17 | Nancy | 10 | 10 | 10 | 10 | No | |
| 2009-03-10 | Bonnie | 10 | 10 | 10 | 10 | No | Thank you for your help, this gives me a good place to start. |
| 2009-02-24 | Tarun | 7 | 7 | 8 | 8 | No | Many thanks ;) |
| 2009-02-11 | cesar | 9 | 10 | 10 | 10 | Yes | |
| 2009-02-09 | Amy | 7 | 10 | 7 | 10 | No | |
| 2009-01-21 | RK | 10 | 10 | 10 | 10 | Yes | Thank you for your prompt response. When I'm in a time of such uncertainty and sensitivity, it is very helpful to get an expert opinion. |
| 2008-12-22 | Joanne | 10 | 10 | 10 | 10 | No | thank you! |
| 2008-12-10 | Pina | 8 | 10 | 10 | 10 | No | |
| 2008-11-24 | Stephanie Kuest | 10 | 10 | 10 | 10 | Yes | Thank You for helping me out. |
| 2008-11-21 | Lou | 10 | 10 | 10 | 10 | Yes | This was extremely helpful |
| 2008-11-11 | Jess | 10 | 10 | 10 | 10 | No | |
| 2008-10-29 | Janice Winnick | 10 | 10 | 10 | 10 | No | thank you so much for all your help |
| 2008-09-24 | preeti | 10 | 10 | 10 | 10 | Yes | |
| 2008-09-17 | Robin | 8 | 10 | 10 | 10 | Yes | I thought an attorney would be needed, but saw the website and thought I'd give it a shot. Thank you for the "drug" issue. Until next time. |
| 2008-08-21 | Bryan | 10 | 10 | 10 | 10 | No | |
| 2008-08-08 | Jennine | 10 | 10 | 10 | 10 | Yes | Thanks that answered my question. |
Answers by Expert:
I can answer questions relating to life insurance, estate planning, business succession/continuity planning and tax-effecient retirement planning. I have advised clients for many years on these areas, and how they relate to life insurance. Likewise, I have worked with many on Long-Term Care needs.
I have been a top producer for the past 5 years. Prior to that I was the CEO of an international company, having the concerns from a clients perspective (now having been a client of NYL for more than 15 years)
Organizations
Society of Financial Services Professional
Million Dollar Round Table
Education/Credentials
In addition to an BBA and an MBA from a top-10 school. I have earned the LUTCF, NASD Series 6, 7, 63 and 66 licenses.
Awards and Honors
Top Life Producer
Top Long-Term Care Producer

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