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Home ┬╗ Testimonials

Testimonials

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!

April 6, 2018

At one point in my life I felt pretty good about the amount of money I had invested, which I thought was well balanced, and growing in the stock market. I knew of the ups and downs of the stock market, but I was assured by my financial consultant that I had enough time to recover from any downturns. When I was near 50, I lost almost half of my portfolio due to the tech crash. It took several years to gain the money back. Almost eight years later, the crash of 2008 happened, and I again lost almost half of my portfolio value.
A few years ago when I turned 65, I knew that I wanted to retire at age 75 and was concerned about the risk of another stock market downturn. The amount of money I had was not enough to gamble with.
I saw a commercial on TV about annuities and that was what eventually led me to Paul. Was I skeptical? Yes, but I did months of research. Finally, with Paul’s help, I took a chance and plunged into the deep end of the pool.
I sold and liquidated all of my investments and bought two annuities. Those annuities, along with my social security, will provide me a guaranteed income for the rest of my life. No more watching the stock market and no more worrying!
I have found Paul to be genuine, honest, very attentive, and helpful throughout this process and long after the papers were signed.
The character of a person is revealed when actions and words meet over a period of time. The integrity of a person is demonstrated by his character. Paul Jellison is a person you can trust and once you are “welcomed into the family,” as he puts it, he will be there for counsel and guidance until he goes off to his retirement years and probably after that.
Thank you Paul for helping me to feel more secure about my future.

April 6, 2018

We’ve had the distinct pleasure of dealing with Paul Jellison while my husband has been employed with the United States Postal Service. Paul has written many policies for us and has steered us in the right direction for many years he is answered all of our questions regarding our life insurance policy’s and is always done so courteously and always with our Best interests in doing so. It’s been a pleasure to work with Paul and we continue to work with him and will continue to do so in our retirement

April 6, 2018

I had the opportunity to meet with Paul regarding my retirement planning and made the decision to move my investments from my 401’s and TSP accounts to secure my future with his advice. I was very impressed with his knowledge and his patience in explaining every aspect of the products we reviewed and considered for my situation. I spoke with several financial advisors and knew when I met him that he was not a high pressure salesman and did not profess to have “The Best Investment Product” for me. He gained my trust by taking his time to explain the differences in investment options, explaining benefits as well as costs. After one year I am very happy with my decision to move all of my money including my TSP to prepare for retirement. I no longer worry abut whether my money is loosing value in the stock market or if I will need to work longer than I planned. I also bought a LTD plan that I am very happy with that will protect my income until I retire. Thank you Paul for being there each time I call and ask questions and giving me the opportunity to invest with your agency. This was a big step to my future retirement and I appreciate your expertise.

April 6, 2018

After learning that I would not be eligible to receive Social Security benefits. I knew that I had to do something to secure my financial future. The funds I had acquired over the years through small annuities and personal savings were earning very little interest and  I realized that they could easily be depleted in a matter of a few years.

I needed something to make those monies grow and to ensure a lifetime income.

 Call it destiny or divine intervention when I happened to catch a JD Melberg advertisement on TV.  I immediately contacted the company and was scheduled to meet with a representative.

In entered, Mr. Paul Jellison. He was open to meeting with me initially at a location of my choice.  I later invited him into my home where I was most comfortable.

Within only a few months  of meeting Mr. Jellison I’ve come to learn that he is a punctual, consistent, and very thorough, professional person, He is very knowledgeable of his company’s products which he clearly and meticulously explains which of them would be best suited for building your wealth.

Overall, I feel more relaxed, knowing that after a few years I will begin to enjoy spending some of my money’s growth as it continues to grow. Also, assuring the thought that I will always have money coming in.

I must admit that I am totally amazed at how the rate of my initial contributions have catapulted within a few months of a year.  So far I am impressed.

I recommend that anyone one who needs guidance in securing their future finances, that it would behoove you to contact Mr. Jellison. He’ll guide you toward  the  most profitable direction.

Thanks Paul for helping to give me a means of financial stability and a peace of mind. I am truly grateful.

– F W
  Carrollton, Texas

June 9, 2015

I would like to let everyone know that deals with or is thinking of taking Paul on as an agent………do it! He and his team are amazing. I’ve been with him a number of years. Keep God first and foremost but make sure to pass the torch to Paul to finish the race for you. Guaranteed results and a proven winner!  

June 3, 2015

Working with Paul has been extremely helpful.  He’s professional, knowledgeable and very supportive. Retirement can be very overwhelming.  Paul helped calm me down and explain things so that I could understand. He is just a phone
call away if I need him for any question I may have and he is very patient with me! I am very satisfied working with Paul and Valorie.