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September 3, 2023

I have known Paul Jellison for over 8 years. I met with Paul when I inherited a substantial amount of money and needed advice as to where I could get some income to supplement my social security and have a safe investment for the balance. Paul is professional, knowledgeable and easy to work with. We discussed several options and agreed on an annuity. Paul went on explain in detail several different annuities and we agreed on one that has turned out to meet all my goals. He took care of all the paperwork and made quite easy. Recently I had to replace my central air conditioner and speed was of the utmost concern as I live in Texas as we were in a heat wave. I called Paul for suggestions. We agreed on getting portion of the annuity transfered to my checking account. Paul got this accomplished in a few days so now the house is cool. Thanks Paul. Great job!