INTAC would like to share some tidbits of actual letters sent to us by our clients…
I would like to personally thank you for all of your courtesies over the last several years. We appreciate the help of your team members—especially Ellen Pyle, Danielle Aigotti, and more recently, Joseph Tabak—who have served our needs.
Best regards, Linda
I just want to let you know how professional and wonderful Judy has been throughout my relationship with INTAC. Always very prompt and helpful, Judy has answered endless questions (often the same questions over and over) with grace and expertise. She is a great asset to INTAC.
Susan (M) – Thank you for the information this morning. The meeting with the client went well. He can’t sing your praises loud enough! He said you are doing an incredible job.
Jodie – Thanks for your assistance with this – we definitely could have not gotten this far without your help.
Maggie – I love working with you (smiles). Nice response, my thoughts exactly!!
Thank you! Jed
Thanks, Danielle! We appreciate the outstanding service.
Thanks a million Barbara. I appreciate your prompt response to the request. I can always count on your help. Very impressive.
Best regards, Kareen
Judy – I really appreciate all of your help and follow up more than you know. You’re one of the few people that make my life easier!
Hello Maggie! I just got a request for a 3(38) vs. 3(21) campaign … and couldn’t help but think of my friends at INTAC! You guys are just way out there ahead of everyone else.
Hi Andrea – Thank you for sending on the paperwork, and for the thorough email. Both are very helpful, and I appreciate all the detail. Everything looks great.
Many thanks, Heather
Dina – Thanks for a great job – you got this information to me so quickly, especially during a holiday weekend. The enrollment kits were just delivered to our office. Thank you again – we are very appreciative….and I’m pretty sure we have a new participant for our plan!!
Thanks again!! Melodye
Thanks, Maggie – You make life easy for me.
Both DB and 401(k) done with help from Heide, who was terrific.
Dear Charles – I just needed to take a moment to share my thoughts about an extraordinary member of your staff. Judy is the pension consultant for our firm. On many occasions, I have had to speak to her to clarify some questions or address some concerns on behalf of our employees. I am not as familiar with some of the details of the plan as I hope to be one day, and Judy has always patiently and with great clarity, helped me with the process and with understanding what needs to be done. Often times, there is very little opportunity to complete forms within a strict deadline, because of events on our side. It is amazing to me that she has been able to help me with these difficult situations; she makes my life easier. I have many responsibilities in the firm, many filled with a great deal of pressure. However, I am always assured that at least those that have anything to do with Judy will always be done efficiently and in a timely manner. She is a very special person. I am sure that you already know what a valuable asset she is to your company.
Hi Jodie – I thank you for your help in getting the client and his advisor the necessary forms to get his rollover processed. I appreciate you and all that you do very much! Charles is a very lucky man to have you!
Maggie – Thank you for all your hard work on this.
You da bomb Jodie!
Sue – I remember the song “Lean on Me” by Bill Withers? It always seems that I lean on you, as you’re so helpful.
Suzanne and Jodie – Thank you! As always, you ladies are great!
Hi Maggie – You are the best! Thank you so much. I owe you.
Hi Cathy – Thank you for forwarding it on to Jodie to take care of. I appreciate all the great service you have always provided me in the past although, no doubt, you will continue to excel in your new position and I wish you all the best of luck. I will keep your email handy for future reference when a need arises and hopefully we will have an opportunity to speak now and again on other matters.
Keep up the great work! Patti
Hello Harry and Charles – I just wanted to drop a quick note to share my experience with one of your consultants – Lisa. Lisa is very understanding and takes time to explain any questions or concerns I have with my pension plans. Pension planning can be daunting and confusing – Lisa helps make it easier to understand.
Thanks Andrea – you’ve always been helpful and I appreciate it.
Matt and Jodie – Thank you both for your prompt response!
Susan – There are some people that you deal with in business that are always pleasant and always put a smile on your face, you are one of those people.
Thank you, David
David – Thank you for the detailed explanation, I fully understand now the rules and also the rational of your recommended design. Thank you again for explaining the whole issue for me, I will actually print it to have it as a reference if I forget!!!
Have a great day, DM
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