The Institute of Financial Wellness Bewertungen 288

I attended the IFW workshop and was delighted by their insight on the retirement roadmap. Erik made it fun to learn about retirement through his relatable approach. It was really great to work with them on my families financial plan and feel confident about my future.

Jack was very friendly and patient with me. Kept me on track to conclude the business at hand. Personable and pleasant phone manner.

Jack was super cordial and friendly.
He worked me into his schedule because of a confusing text message I sent him. We had to hurry through before his next call.

I watched the webinar last night and signed up for my custom Retirement Roadmap report. Jack called me promptly at noon today, took all my information and scheduled a future meeting with a financial advisor to go over the plan.

Very personable, open and honest. Great attitude and good communicator

Very informative. Jack Murphy was great and very professional with explaining what IFW does. He answered my questions and helped me. Good experience!
Christie D.

Jack was pleasant to talk to and I felt comfortable talking to him. I tried to be prepared and have my accounts in order, but it would have been nice to have some kind of check list since there were questions I wasn’t expecting.

Courtney was extremely organized and professional. She was very thorough in her questions. When I didn’t understand or needed to collect my thoughts she was very patient. She also took the time to repeat the question if needed. Thank you!!

Courtney was awesome! Very polite, kind, interested in my situation!!

Jack was very patient and informative.He answered any questions I had.
The webinar was very informative and helpful.

Jack expressed being knowledgeable and helpful in his explanations toward helping me understand

Jack was very personable, friendly and made me feel comfortable to provide the information he requested.
Offering this free service is huge as many of us are not sure what our next step should be.

Unlike most retirement seminars, webcasts, or sales presentations, the session was not simply a one-way flood of information. Instead, there was a true Q&A portion of the program where they made an honest attempt to answer everyone's questions.

I appreciate the explanations of the different annuities. However, you needed to include a slide that details these.
Also, white, small font letters on any background is never a good idea. Use dark letters!

Very great info

Well… the presenter came across with authenticity which in turn gained my trust.
It seemed that the company’s mission is to help people live their best life without anxiety… through education and financial
Tools.
When a company can provide such a valuable public service, it stands out from the crowd.

Absolutely terrific Webinar and well worth the time to attend ! I am in the process of getting my roadmap created and my discussions thus far have been extremely valuable.

the webinar gave me a lot to think about. thank you

Good information
I have learn a lot about retirement plan 👍
Thank you

Great information - very easy to understand. Thank you!