When Jim Dreos offered to help me enhance my retirement portfolio, frankly I was skeptical. I felt that I had received some pretty good advice from traditional investment advisors, so I wasn’t sure what to expect from him.
Jim evaluated my goals and analyzed our retirement plans. He showed me how to use a properly structured life insurance product that allows me to accumulate wealth on a tax-favorable basis, helping me to create a more secure financial future. This plan that Jim created has the additional benefit of providing a substantial life insurance benefit so that my family is provided for should I pass before my retirement years.
I was tremendously impressed with the way that Jim guided me through the process. I felt that he always had my interests in mind and that he wasn’t just trying to sell me off-the-shelf investment product. If you have any concerns that your retirement planning won’t adequately prepared for your future, I encourage you to give Jim a call.
John Coyne
Founder and Owner
Pivot Business Resources, LLC
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Life, successfully lived, can be measured in many ways, but, to be sure, one of the most definitive features of true success is to have surrounded oneself with individuals, both personally and professionally, of the very highest caliber. Jim Dreos more than qualified on both accounts. Jim’s expertise and integrity extend far beyond the sum of his knowledge and professionalism. His vast experience, comprehensive grasp of the infinite (and ever evolving) complexities of the insurance industry, his ability to simplify those concepts for his clients and trouble shoot as a peerless advisor all come in second to his warmth, levity and commitment. Simply put, I sleep soundly at night knowing that by working with Jim, I’ve made one of the shrewdest decision I could regarding my life insurance and investment policy. Thanks again and always Jim.
Christopher Anthony Andrade
Owner, BRAND MARVEL, Media
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As a provider of insurance products and services to Insurance Professionals, I have known Jim Dreos for well over 25 years. In the mid 80’s and 90’s I did some business with Jim Dreos when his primary carriers did not have the products that he needed. In all of our dealings his concern for his clients and “doing the right thing” was apparent. Jim was always concerned that the products he used would not “just work” but that they were the best product available to meet the specific needs of each client. Thus in 2005 when Jim was looking to become associated with a product distributor, I was very pleased to work with him and his clients on a much more regular basis. Jim is a professional who strongly believes in helping his clients use insurance products to legally take retirement monies outside the tax system. He is passionate about his work and very careful to research each client’s needs and desires before suggesting a plan design and then to fully educate each client on how the plan works. When you work with Jim Dreos he will make sure that you are completely comfortable with his suggestions and fully educated on how it works. It is a real pleasure to be associated with Jim Dreos. You could not find a better or more knowledgeable advisor in this area of supplemental retirement plans.
David Chittenden
Owner
The Chittendens
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