[Fredslist] A BIG PHILLY SHOUTOUT to Daniel
Meyer Bentley, Carly
Carly.MeyerBentley at td.com
Thu Dec 14 15:38:54 UTC 2017
Hi,
A little holiday Gotham magic story to shine brightly on your Thursday.
Daniel Hochler TOOK a CHANCE and reached out to me a few weeks ago and started "the tribal dance". He and I spoke of ways we could work together in the New Year.
Well- I perform year end financial reviews for all of my clients. This is where I typically "sure-up" exposure or potential risk for clients.
My client is a business owner and she was in need of an umbrella policy and complete review of her insurance policies. Daniel made a referral for the Umbrella piece and has opportunity for additional insurance for this client and more.
Go Gotham!
Thank you, Daniel.
Cheers,
Carly
Sent from my BlackBerry 10 smartphone.
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