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Awarded by
Atlanta Magazine October 2008
Atlanta Magazine October 2009 |
Endorsements
We at The HealthLife Group, LLC Agency would like to thank all of the individuals, families and companies who have relied on us to establish and maintain their insurance needs over the years. We also want to acknowledge the people who took the time from their busy schedules to send us endorsement letters. With their permission, we have published some of these letters on our website:
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November 9, 2005
Dear Dan,
Thank you so much for helping me with my health insurance. I originally came to you for a disability insurance quote and then, as an aside, asked if you could help me with my health insurance renewal. You took the time on the front end to interview me about my current coverage and my medical history. Based on my current good health and healthy lifestyle, you recommended a plan that was completely different from my existing coverage.
You thoroughly described the product, the policy, the company, the price and the procedures to me so that I had all the information I needed to make an informed insurance decision. I'm thrilled to say that I now have a far better policy, at a price lower than my existing health insurance renewal rate. In addition to a higher lifetime benefit amount ($8 million), and a limit on my annual out of pocket expenses, I now have tax benefits with this policy.
I really appreciate all the help you have given me, and the thoroughness with which you advised me. I will certainly recommend you to all my friends and associates who need health insurance.
Thanks again for your help and expertise.
Sincerely,
Danyel Hubbard
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August 23, 2006
Dan Boaz
President
Healthlife Group, L.L.C.
5565 Roberts Drive, Suite 100
Atlanta, GA 30338
Dear Dan:
I want to sincerely thank you for your support in establishing a Health Savings Account health insurance policy for my family.
As you know, purchasing health insurance is a very emotional process, especially when you have young children. Having come from traditional employer-provided policy, we were grateful for the time you spent with us explaining and getting us comfortable with the value and benefits of a Health Saving Account. And, as the insurance company combed through our health histories in the underwriting process, your direction and support was greatly appreciated as well.
I am thrilled with the policy and coverage, as well as the cost of the premium-especially as I compared it to the COBRA benefits offered to me, which were three times the cost.
I won't hesitate to recommend you and the HealthLife Group to anyone looking for health insurance, and thank you again for your support!
Sincerely,
Lon Cunninghis
President
Precision Approach Advisors
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November 1, 2006
Dan Boaz, President
HealthLife Group, LLC
5565 Roberts Drive, Suite 100
Atlanta, GA 30338
Dear Dan:
As you know, my business, Hesse Financial Advisors LLC, completed a change in ownership a few months ago. As a result, I became a managing partner of the firm, and was charged with the responsibility to replace numerous business functions with local providers to maintain a seamless experience for our clients. All of these changes occurred at the same time, and all required a high level of urgency and accuracy. Implementing a new health plan was one of our internal functions on the list.
We had two goals, 1) to provide our staff with a similar cost structure to what we had previously, even though we didn't think this was possible since the prior owner was a Fortune 200 business, and 2) to match or improve upon the benefits we offered our staff. These were substantial objectives for any sized business, let alone a small firm like ours.
I can't thank you enough for the many meetings at my office and for your analysis of our situation. You ultimately delivered us a package that exceeded our expectations and achieved both of our stated goals. I can't thank you enough for your patience and your skillful knowledge as you listened to our various requirements and maneuvered us to the finish line of this obstacle course. We have since implemented your recommendations and we are completely satisfied.
Thank you for going above and beyond to help us address our health plan needs. I encourage anyone with a small business to discuss their situation with you, so they can also experience the Dan Boaz "touch" and achieve their specific objectives.
Kind Regards,
Stephen A. Siders, CFP
Managing Partner
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April 4, 2007
All,
All of us are feeling the punch from the rising costs of health care. Our family has benefited greatly in the last six months by switching to a high deductible Health Savings Account (HSA), and I thought it might be helpful to some of you to hear about it. The plan has helped us in the following ways:
- Tax deductible deposits. If a service is not covered under current insurance, we used to pay out of pocket and as such many expenses are not tax deductible. (Ex: Chiropractors, any vitamin supplement, Dental, Vision, etc) We are now able to pay for many services with an HSA VISA card, payments to which are tax deductible. Please see attached PDF for a listing of services that you can use your HSA to pay. High deductible HSAýs are getting a lot of attention from legislators. Congress recently increased the tax deductible amount from $5400.00 to $5,650.00 for 2007. Our deductible is $5,400.
- Tax deferred growth.
- Lower Premiums. High deductible plans are lower than low deductible plans, but get a quote and compare where you are currently. Our premiums decreased with comparable deductibles.
I would also highly recommend the Agency who has helped us through this process. The HealthLife Group, and agent /owner Dan Boaz has given us a level of service that I hope our customers get from us. The HealthLife Group are specialists in HSAýs. They are licensed in Georgia, Florida, North Carolina, South Carolina, Tennessee and Kentucky, even Alabama. Follow the link or contact them direct at 800-969-8099 for a better explanation than above.
www.healthlifegroup.com/hsa.html
In short, an HSA is a Roth IRA for your health care expenses. If you are looking for a smart way to get the most out of your insurance dollars, check it out!
Best regards,
David Nettles, CPP
Packaging Systems, Materials & Technical Services 770.337.9668
Associated Packaging, Inc.
Customer Service 770.577.1115 Fax 770.577.6745
www.associatedpackaging.com
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May 8, 2009
Dan has offered me the most extraordinary and selfless service; three separate times in the last three years he has invested considerable time and energy on my behalf looking into insurance options that ultimately could not beat my current situation. He has considerable patience and he really cares, putting his clients way ahead of any thought of making a commission. I would recommend his services without reservation to anyone seeking insurance advice.
Top Qualities: Personable, Expert, High Integrity
Gareth Young, C.P.A., C.A., M.A.
FinanSight
www.finansight.com
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Atlanta Magazine's 2008 FIVE STAR Wealth Managers
In their October, 2008 and 2009 editions, Atlanta Magazine (www.atlantamagazine.com) surveyed consumers, financial service professionals and their subscribers to find the best in client satisfaction wealth managers in the Atlanta area for their 2008 and 2009 FIVE STAR Wealth Managers list. Common examples of wealth managers are financial advisors, life insurance agents, accountants, tax advisors, attorneys, bankers, etc. Utilizing an independent research firm, Atlanta Magazine surveyed, by mail and phone 95,000 high net-worth residents in the Atlanta area and the subscribers of the magazine. An additional 9,000 surveys were sent to leaders of financial service industry companies.
On the surveys, recipients were asked to evaluate only wealth managers whom they knew through personal experience, and to evaluate them based upon nine criteria: customer service, integrity, knowledge/expertise, communication, value for fee charged, meeting of financial objectives, post-sale service, quality of recommendations and overall satisfaction. The 376 wealth managers selected represent less than 3% of the wealth managers in the Atlanta area.
Daniel J. Boaz, President of The HealthLife Group Agency was honored to be one of 10 recipients in the Insurance category.
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Please contact us for additional information about any of our insurance products or companies. |
