Testimonials
“Low Load Insurance Services is a team of professionals who are working objectively on my client’s behalf.”
Lawrence J. Annello, CPA/PFS, CFP®
Managing Director
DHAS Financial Planning, LLC
Farmington, Connecticut
“Their service is excellent, they care about my clients, and they know insurance. They are putting money back into my clients’ pockets and I like that!”
Mary A. Malgoire CFP®
President
The Family Firm, Inc.
Bethesda, MD
“Over a 15-year period, the performance of the no-load insurance products has met all of our expectations, while many other traditional products have failed to live up to projections.”
Tim W. Chase CFP®, CPA
Principal
WMS Partners
Baltimore, MD
“We work with Low Load because their recommendations are always independent and are tailored to each client's particular situation. The result is satisfied clients.”
Sheri Iannetta Cupo, CFP®
Principal
Sage Advisory Group, LLC
Morristown, New Jersey
“Having been on the life insurance production side and consulting side for over 26 years, my expectations for LLIS have been very high. They have exceeded those expectations at every turn. I never hesitate to recommend them.”
John Henry McDonald, CFP®, ChFC, CLU
President, Founder Austin Asset Management Co.
Austin, TX
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