"On behalf of myself, my brother, and our families - thank you for your assistance, sage advice, and care in helping us arrange life insurance, and assisting us with tax/ estate planning. As fellow business owners and fathers, your understanding of the various complexities involved were invaluable. You always left us with the feeling that while you are happy to make a sale, you actually also care. If you ever need us to speak with potential clients about the service and professionalism you provide, we would be happy and honored to do so. Wishing you much continued success in your core business and new product lines."
Sincerely,
Ben and Dan Berkovits
Co-CEO's
The Home Improvement People Inc.
www.homeimprovementpeople.com

"In my position I deal with thousands of professionals and corporations annually and in the main virtually everyone is wonderful but I must tell you that there are only a few very special individuals-what I call the "good guys" in life - the real deal. I can honestly tell you from the heart that Mark Halpern is one of them and we are proud to recommend Mark to our clients, have him as a client but most important, to call him a friend."
John Danson
Cleveland Clinic Canada

"My business is preparing Canadian Chartered Accountants to pass the American CPA exams. This requires providing candidates with an organized program and the necessary tools to be successful. Mark Halpern organized my estate planning and provided me with the advice necessary to properly protect my family. He educated me as to exactly what my young family's needs were. Mark worked closely with me to ensure that all of the necessary decisions were made on a timely basis. The process was very efficient. I highly recommend Mark to busy professionals who want one-stop shopping for all of their estate planning needs."
Aubrey Glazman, CA, LLB, MBA, CPA, ABV, CBV, CFE
President
U.S. CPA Success

"I kept hearing the radio ads thinking to myself that I would be silly if I didn't check it out. As a business owner in the auto and equipment leasing business for many years, I realized that if I can't work, my family and I would be in big trouble. So I called Mark and met him in his office. The experience turned out to be exactly what I had hoped for...and more. Mark helped me to see the weaknesses in my planning and got me the right protection programs that I needed for me and my family. I now know that I can go to my office everyday and if anything happens to my health, I will have no worries, which is what it's all about. All I have to do is think about getting healthy and not worrying about the bills. Thanks a million Mark!"
Bob Wilson
President
Bob Wilson Leasing
Auto & Equipment Leasing