We had the same problem as Edward B. (review of 4/4/19). Our insurer (Transamerica) automatically renewed a 10 year term life insurance policy at a steeply increased premium. This is not the way...
Smalls Lester Jr Insurance
(2)
Estate Planning of Delaware Valley, Inc. is a trusted insurance agency with over 40 years of experience in providing customized insurance solutions to affluent clients, families, and businesses. With a mission to assist clients in managing their financial future and the next generation's financial future, they offer a range of services including estate planning, life insurance, pension plan management, business succession planning, life insurance audits, and philanthropic estate planning.
Committed to protecting clients' wealth and ensuring their final wishes are carried out, Estate Planning of Delaware Valley helps clients navigate the complexities of estate planning, avoiding unnecessary costs such as probate, funeral expenses, and estate taxes. With a team of experienced professionals and a focus on constant innovation, they deliver high-quality strategic plans and supporting products to meet the unique needs of each client.
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Lester Smalls Jr.an agent at Estate Planning of Delaware Valley Inc failed to act in a prudent professional manner. He apparently does not listen and is only concerned with his financial well...
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