I am posting this review on behalf of my father, Alec Mahfuz. Unfortunately, he passed away 11 days ago. About two weeks before his death, in his hospital bed in his home, he dictated this review of Holt Insurance Company, and specifically Dave Trudo. More than the words that he dictated, which were from the heart, the fact that he thought enough of Dave and his company to be concerned with making sure that this was done is testimony enough........this is what he asked me to post:
Over the 24 years that I was in business, I had many insurance men called on me or come into my store. Some gave you the impression that all they wanted to do was make a quick sale. Others made an effort to feign interest in your business and your needs. The third type of person are not only interested in what you need, but also are truly interested in helping you prepare for the future with the things that are in your best interests. This is a very rare and exceptional person. In the time I was in business, there was only one that excelled in this manner- that man's name is Dave Trudo.
On December of 2000, Dave called me and told me that there was something that my wife and I should consider. He wanted to meet with us because he felt it was very important and in my best interests. When he met with us, he was showed me a long term care policy. He said to me "Alec, the reason why I'm bringing this up is that this policy at this price will only be available to you for the next year or two. First of all, it is a lifetime guaranteed policy- if you wait two more years, you will pay as much, if not more for only a three year policy. So, I think it is in your interest to buy now and get the guaranteed lifetime policy." He went on to describe several other benefits. After explaining to me and my wife about the true value of this policy, we decided to sign up.
It is now 14 years later and I never expected to have to use the policy, but cancer struck, almost totally disabling me. I have started using the policy and it is everything that Dave described. I would be seriously in debt to pay for the type of service that I'm getting from the policy. I can truly say that if someone else had come in and offered me the same policy, I probably never would have bought it. But knowing Dave, and knowing he has always been on my side, I bought the policy for both myself and my wife. I owe a great debt of gratitude to Dave for caring enough to give me this opportunity.
I would highly recommend him as well as his company, Holt Insurance Agency. Dave, from the bottom of my heart, thank you!
Audra Reed on behalf of Alec Mahfuz