Staff
I take customer service very seriously. So does my staff. Together, we are committed to providing exceptional customer service to all of our clients.
If you need to schedule an appointment, make changes to your policy, submit a claim or request any other service, please let us know. We will respond promptly.
Donna K Dailey
Associate Financial Representative
(215) 972-2773
Donna is the hub for all of our business activity. A short list of duties is not indicative of all the responsibilities she takes on, not the least of which is making me look good. In a service oriented business, everyone should have a Donna.
Donna joined NM as Gary's assistant in October 1994. Became associate financial representative in 2001. Prior to joining Gary, had a 20-year career in a major life insurance company's home office, working in a customer service and compliance capacity.
How can Donna help you? - New Business:
- Life insurance and Disability Income insurance. Long Term Care Service Questions.
- Policy Service:
- Policy and billing information and requests
- Update client information (address, beneficiary)
- Policy loans and repayment options
- Compliance - licensing and continuing education
- Scheduling appointments
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