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During a totally unrelated conversation with Jatin (JT). I happened to mention that I had a major surgery the previous year. He asked if he could look at my insurance policy to check if I was eligible to make a claim. As a result, I received a lump sum payment from my insurance company a few weeks later.

I was really impressed and very grateful to JT and highly recommend him to anyone wanting insurance advice.

“We recently had an insurance review with Jatin, where he picked up on a possible insurance claim that we had not considered. Due to his thorough diligence and expertise, the claim was submitted and accepted, despite being five years after the original event.  Jatin is approachable, friendly and knowledgeable and we are very happy to recommend him as an adviser.”

Jatin, I really want to say that I appreciated your phone call the other day. I know that you are under no obligation to help us with subsidies, or share personal information about yourself (businesses you own/ sold etc). But it helped me a great deal. Anyway, we´ve gone over your latest quote and we are happy with that. We´ve had a big talk about it, and agree that this is about where we need to be. Being self employed means we have to protect ourselves and our income- if this means we have to prioritize this over other expenses then that might just be a part of going self employed.

“’I just want to say a BIG THANK YOU Lynette!!! For meeting up with me yesterday, you had all the information for me without me having to ask all the questions. You really made me feel at ease and confident that I have made the right choice for me and my family by staying with our life insurance provider.  Thank you again”