(920) 558-9300 contact@epgwi.com

Beneficiary Change Questions

We were having issues with updating different items to a life insurance policy. Greg, was very kind, patient and helpful. He worked with the Life insurance Agency to fully understand what they needed and assisted in filling out the correct forms and the next steps we need to do. He also explained some of the verbiage as well. Thank you Greg!

The Estate Planning Group

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