“Dear Jeff, I just wanted to drop you a quick note of thanks for being the perfect PARTNER! As I have conveyed many times, my job requires the use of true partners with in-depth expertise and knowledge in specific areas such as insurance. I cannot possible maintain a command and knowledge of all the variables. The grasp you have of markets and the carriers weak spots and strengths wins for the client every time. Your execution and professionalism in front of the client is “Top Drawer.” The ability you possess with closing and boiling the decision down to the few required salient points is amazing. I am just saddened that Highland made the mistake they made. I hope we get the opportunity to work together again soon! Thanks for all your efforts and talents!

"Jeff, I thoroughly enjoy working with you. It helps that I can relate to you on a personal level. More importantly, you know how to connect with our PCS Clients by asking all the right questions. You attempt to find out what drives their behavior and that makes all the difference. Finally, you make sure that I understand the strategy before you present it to the client. The result is usually a relaxed conversation with the client instead of a sales pitch. I hope we can continue to work together."

“Being in the financial services business since 1991, I’ve seen a lot of partners come and go. I was fortunate to be the first million dollar producer at then Banc One Securities and this past year production was over two million. For years, my firm has attempted to introduce various insurance types to expand into my business. In almost every case, I was not comfortable placing these individuals in front of potential prospects. Mainly due to presentation skills or just not appropriate for HNW clients. Fortunately, I met Jeff Craig who exposed me to various concepts that would organically add growth to my practice. Jeff was very patient with me and invested significant time in going on various calls without much success. However, as I became more and more versed in the specifics and understand how these strategies figured into my clients best interest…success was overnight. In 2006, my practice generated over $500k in insurance business and we owe it all to Jeff and his dedication.”