Testimonials
Hear directly from our agents how Keystone Advisors has helped independent Health and Life agents save time, retain more clients, and grow their business.
“I have been appointed with Keystone Advisors for approximately 6 months. During the last 6 months I could not be any happier with my overall experience with Keystone Advisors. In my past, I have experienced working with other FMOs but none have provided the level of partnership, support, and resources that I get with Keystone Advisors.
I so greatly appreciate the business relationships that I have with Keystone Advisors. I have open communication and support from my local broker manager, Scott, and I have also met the CEO of Keystone Advisors, Veronica. Overall, I know that they care for my success and I am appreciated.”
Christopher H.
“We have been with Keystone Advisors since 2017. The growth of Keystone Advisors in the past year is tremendous. They are very professional in everything that they do. When I have a problem with my appointments, Keystone Advisors has a team that will help their brokers get everything cleared up quickly. Our book of business has grown tremendously with the help and training of Keystone Advisors. They have so many trainings and activities that will keep you busy.
I remember my 2nd year in the business, and I had an email from CMS regarding an identity theft. CMS only gave me 24hrs to clear the matter before I lost my license. Due to the professionalism of Keystone Advisors, they were able to pull up the recording and help me clear CMS. It is nice to know that you are working with great people who will always have your back. .”
Thuy N.
“I want to express my sincere gratitude for your support and guidance throughout the process of obtaining my certifications in health programs. Your commitment to my professional growth has been invaluable, and I am deeply thankful for the time and effort you've dedicated to mentoring me.”
Susana S.
“As a new agent, I could not be more grateful for the guidance and dedication Mohamed has provided. He is extremely knowledgeable with the contracting process and has made onboarding more manageable. He has been available to answer questions and address concerns as needed all while being extremely patient and encouraging. I greatly look forward to working with Keystone Advisors! ”
Jeanette M.