Webinars & Events

 
 
 
 
 
 
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Lisa Gonzales 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
A lot of great information was presented. Everyone needs to attend this workshop and get your Estate Planning done!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Danielle Jefferson 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Great overview of living trust
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Cynthia Hernandez 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
So much great information. It was well worth the time. I would wholeheartedly recommend to anyone. And I mean anyone, you may think you don't need it but you don't want your wishes held up because you didn't. She explained everything and was so wonderful.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 laurie kroschinsky 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Great presentation by presenter! Clear information was presented going along with a well designed workbook!
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Carlos Alfaro 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Krista is very knowledgeable and made the presentation quick and substantially informative.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Lynnette Taylor 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Excellent presentation.. very knowledgeable.
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Marina Martinez 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Very good   informative
  
 
  
 
 
 
 Posted on Google  
 
  
 
 
 Derek Beasley 
 
 
 
 Trustindex verifies that the original source of the review is Google. 
Hermance Law delivered a solid product at a fair price.  Jennifer was very patient and understanding with my wife and was excellent with communication and easy to work with.  Everyone at the business was excellent about messaging and very professional.

I only have two constructive criticisms.
#1 I didn't appreciate the car salesman like pressure sale tactics at the initial information session visit. I appreciated the lunch and the information and i had done my research and come with the intention to work with the business and spend money, but the whole "This is the special price if you pay today stuff" feels like pressure sale gimmicks you would get in a street market and doesn't mesh with the way I like to conduct business.

Criticism #2 The business does a ton of outreach to build the business and my hat is off to them for the hard work they put into that outreach, but there are many Spanish speakers in our community who are home owners and have assets worth protecting.  Not having any information sessions in Spanish strikes me as a lost opportunity to grow the business.
  
 
  
 
 
 
 
    
 
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