I have been incredibly blessed and fortunate to have worked with Lisa and her team for about 10 years. The level of service and professionalism is second to none. Every client that we have together consistently acknowledges how much they enjoy working with Lisa and QBI. Questions and problems are addressed and fixed in record time. Any of the problems that we have dealt with have come from the previous carriers and TPA, and Lisa has gone above and beyond to find solutions in a professional and timely manner.
Lisa, is my handpicked person for all of my accounts and has consistently made me look great! Her dedication and honesty is to be recognized and respected. I would not hesitate to recommend her or QBI to any client, as a matter of fact, I always do even to my competitors. I have successfully recommended their qualified services to several businesses and prospects, even if I was not acting as the broker.
I have come to recognize in my 30 years of providing these types of services to my clients that there are many factors in determine the best fit. Price is important but the level of service and expertise is far more important than just dollars and cents. I only work with clients that recognize how important it is to hire the best, especially in this complex world of retirement plans. The regulatory environment has changed very dramatically and in my opinion for the good. QBI is committed to quality and integrity and they are competitive."