My experience with Pacific Insurance Group has exceeded expectations. Lauren has answered my many questions and done the deep dive to find the right plan to fit my specific needs. I had dreaded making the switch to Medicare, but the transition went very well and without a glitch. I feel like I have a full understanding of my plan, but also a strong resource with Pacific Insurance Group to answer questions that arise.

I had just retired and needed to sign up for Medicare but had no idea how to do that and the local social security office was no help. They told me to go online and sign up. I went online and there were so many options it was hard to understand. I reached out to Pacific Insurance Group and they were able to help me right away understand how Medicare works and also get me set up on the right plan for my healhcare needs. I would recommend them to anyone that is looking for help with Medicare.

I've sought out the advice of Carter for my Indexed Universal Life (IUL) policy as it was initially purchased through another agent and transferred to him. This is a specialty life insurance product which requires having an advisor who is very knowledgeable and experienced in order to maximize the product's potential. If you have read the books "Tax Free Retirement" by Patrick Kelly or "Missed Fortune 101" by Douglas Andrew, this is the advisor you want to have to set up a IUL policy based on the teachings of those books. These policies have strict funding rules and this is the type of advisor you want to structure the product correctly for tax and other reasons.