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plan d llc
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Google Reviews: 5/5

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icon_mdetailEmail LLANG@UNITSNEO.COM
icon_mdetailCall +1(216) 390-3704
icon_mdetailMap 528 Washington St Unit C , Chagrin Falls, OH 44022, United States
icon_mdetailNationwide DOT No.: 3933646

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Reviews

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Kai was thorough in his explanations. Also very patient to go over content with me so that I felt confident before making such important financial annuity decisions. He took the time needed and provided all the appropriate information. The office staff is also very professional and great follow up. I trust the expertise and did not feel sales pressure. I felt a comfortable level of trust with Kai in that I made the correct choices by the end of our meetings.
KB
Karen Bail
5/5 | 4 weeks ago
An hour-long meeting with Kai was very educational and invaluable. The best thing about it is that it is free. He is very knowledgeable in explaining various options for folks looking for strategic ways to withdraw qualified money for a specific purpose, tempered with guaranteed income concepts and tax burden mitigations. There was no pushy sales talk; it was just plain educational. Try him; it is the best one-hour free retirement planning advice you could ever get.
PM
Ping Milano
5/5 | a month ago
Kai is very knowledgeable and patient. He took the time to explain to me about different annuities that would fit my situation. It’s rare to find someone knowledgeable as Kai. I also love his YouTube where his wife and him spent time to make very details videos about annuities and retirement plans. The videos are very informative and I enjoyed learning from them. The videos have completely change my perspective about retirement and that’s the reason I reached out to them. After the first meeting, I feel comfortable to work with him and his company. I know that I could trust him to find what best for my retirement. Highly recommended Kai and his company!
EA
Elsa Ann Do
5/5 | 4 months ago
I stumbled to Kai’s Youtube channel while I am researching the world of annuity and retirement planning. I am so glad to find Kai as he is truly the expert in the field and viewing annuity from the lens of consumer. His ability to correlate the complex plan in layman’s term and real life analogies is priceless. I truly appreciate his patience and tirelessly advocating on the client’s best interest!
JY
J Yiu
5/5 | a month ago
Where do I begin? When I started doing research about Medicare online and with several local agencies, I stumbled upon the YouTube channel of Ann & Kai. It was a godsend 🙏. Their videos are very informative and easy to understand. Even though we are hundreds of miles apart, I feel very comfortable to have them as my agent because of their integrity and care for their customers!! I can’t thank Jen enough for taking the time to explain to me about my choices of several different plans. She’s very knowledgeable and make sure I enroll in the right plan. Thank you Jen. You guys are the BEST! I will definitely refer my friends and family to you when they’re ready.
BM
Bob M
5/5 | a month ago

FAQs

  • How do you estimate the moving cost?

    Ans: Moving costs are evaluated by considering multiple factors related to your move. Some factors included in the calculation are moving distance, date of your move, property size and type, and services required.

  • Are there any additional fees besides the moving quote?

    Ans: Yes, several costs can be added to your moving quote, such as shuttle service fees, fuel surcharges, storage services, etc. These charges are depending on your moving requirement.

  • What days are Plan D Llc open?

    Ans: To check our operating hours, please visit our website or call us at the number given on the website.

  • Does Plan D Llc offer free moving estimates?

    Ans: Yes, Plan D Llc offers free moving estimates.

  • How are fragile items handled by Plan D Llc?

    Ans: Plan D Llc uses high-quality packing supplies to pack fragile items. They use special packing items like bubble wrap and Styrofoam balls to avoid movement.

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