“It is with great pleasure to recommend Qualified Annuity Services, Inc. QAS was extremely instrumental in the conversion of our old pension plan to an annuity program. After interviewing several highly recommended and qualified firms with geographical locations ranging from New York to California, we selected Qualified Annuity Services because of their relationships within the insurance and pension fields and their knowledge of governing laws.
Due to the size of the program, the PBGC entered into a routine audit of the conversion. As part of the ongoing support from QAS, Joe Bellersen was helpful in guiding us through the audit, interpreting the nature of the audit requests, suggesting appropriate responses, and actually contacting the PBGC on our behalf for clarifications.
We were pleased with the work conducted by QAS and feel that we were able to provide the best program for both the beneficiaries and Frank’s.”
Ralph D. Jones
Vice President, Financial Planning & Risk Management
Frank’s Nursery & Crafts
“I want to tell you how pleased we were with the services you provided to our company in the process of terminating our defined benefit pension plan. At all times you were able to guide us through this process so that we understood all of the factors that went into the consideration of the purchase of the annuities. In addition, your assistance in securing competitive insurance company quotes and evaluating them was invaluable.”
Bernard Forrest, President
The Long Company
We have worked with Qualified Annuity Services (QAS) for over 15 years. During this time we have always received prompt, courteous, professional service. Their annuity quotes have been competitive, timely and accurate. They are backed by sound, objective research. When appropriate, QAS has also made alternative suggestions. QAS has always been willing to discuss annuity matters directly with our clients when requested. When an annuity is sold the follow through has been excellent.
Kristin Meyer
Invesmart of Cincinnati
(Service provider to retirement plan sponsors since 1982.)
“I wanted to take this opportunity to personally thank you for your outstanding service. In the ten plus years that we have been working with Qualified Annuity Services, the support that we have received in simple and in complicated situations has been outstanding. As an independent advisor, I feel it is our obligation to provide our clients with the best possible product. Your firm has consistently provided us with quotes from highly rated companies and leaders in the industry. Further, even after the sale, your assistance with situations that have arisen has been superb. I have complete confidence in recommending your firm to any of my colleagues and I look forward to continuing our relationship well into the future.”
John P. Abriola, JD
Select Financial Group, LLC
“I wanted to take a moment to commend your associates. Too often these days all one hears are complaints. That is why when someone goes out of their way to be helpful, that too should be recognized. I presented two very difficult cases recently. It must be noted that not only did QAS handle them in a professional manner, but even more so when one considers the personalities of the clients. You went out of your way to be helpful, was diligent in your follow-ups and always kept us informed as things progressed."
Planning Group Consultant
Salomon Smith Barney
“As a Certified Financial Planner, I strive to provide my clients with the best, personalized service possible, yet I find it rare to receive such service myself from the providers of the products I market. My compliments to QAS whose knowledge and excellent service make my job easier!”
J. Smith, CFP
