“Dear Mr. Helms:
As an attorney well versed in estate Planning, I find that you were
most helpful in resolving the complex nature of my client’s affairs.
The due diligence work that you provided was very professional and alert
to the problems created by the Irrevocable Life Insurance Trust (ILIT)
that was entered into some six years ago.
My Client and the trustee of the ILIT are as pleased with your professional
manner and demeanor as I am, and I thought I would let you now.”
John B. F., Esq.
March 2, 2005
“Dear John:
Thanks for your expertise, and service, and the high level of integrity
that you represented when you assisted me in setting up our business
planning program. We all feel confident that the program you helped
us establish will be of great benefit.
I was impressed with your creative and innovative strategies. I was
not aware of all the tax advantages in our executive benefit plans.
It is a relief to know that the company I’ve poured so much
time, money and energy in to is protected. Again, thanks for your
help.”
Robert D. M.
February 2, 2001
“To Whom It May Concern:
John Helms and The Premium Recovery Solution™ made a significant
impact on my family's insurance planning. John performed an in-depth
policy review, and through that process, identified a great opportunity.
He sold two policies for more than the cash value, therefore lower
our insurance costs 85%! John uncovered $1.7 million of immediate,
verifiable value. I strongly recommend John Helms.”
William A. B.
August 6, 2003
“To Whom It May Concern:
Many of us are wrapped up in our day-to-day busyness that we often
forget to plan for the future and yet it is so vital that we plan
for our futures now, not at the end of our careers, as many of us
tend to do.
After numerous persistent, yet patient attempts, John Helms finally
got my attention. John and I met together many times and I realized
that John's professionalism and business experience were exactly what
our business needed to have a successful future.
I highly recommend that you take a moment out of your busy schedule
to meet John Helms so that you may listen, learn, and build a profitable
business plan. Having been in business myself for 23 years, I have
set up a few company plans for employees and owners. However, I discovered
after meeting with John that we were deficient in our benefit and
retirement plans. John, through his expertise, has helped us not only
in his particular scope of business, but in our complete business
plan. John Helms will prove to be of great value to your company's
future.
Please feel free to call me. I would be more than happy to discuss
our company strategies, which I feel are now as complete and professional
as we could make them.”
Darryl Newell, President
Newport Homes
November 20, 2001
“John was referred to me by one of my customers.
Because of that referral, I met with John and was enlightened. Enlightened
to the fact that money made can be protected, and invested with a good
return. Let this be your referral to John Helms.
I encourage business me to engage investment advisors. If you are
the to the position in life to need these services, utilize John as
your partner in financial security.
Dexter S. D., President
February 22, 2001
“The purpose of this letter is to recommend to
you Mr. John E. Helms, CLU, CFP® for your financial planning needs.
He came well recommended to my husband and I and we were very satisfied
with his knowledge and professionalism.
Because of Mr. Helms’ expertise and advice, we were able to
make a decision that will prove beneficial to us in long-term financial
planning. I am looking forward to receiving the additional interest
my new annuity will pay over the IRA I have had for the last five
years!”
Janet E. A.
March 1, 2005
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"
The Premium Recovery Solution™
reduced our insurance costs by 85%....John uncovered $1.7 million
of immediate, verifiable value...."
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