Testimonials

Jeff Caron is a top notch business professional. He builds strong relationships and takes great care of his clients and partners. Jeff has that uncanny ability to make things happen; all the while proceeding with grace and finesse. One of my favorite things about working with Jeff is his acknowledgement of the importance of communication paired with the dedication to his craft. He possesses a high level of relatability with almost anyone, assuring that they are at ease. Jeff is a certain benefit to each situation that he encounters.

When we prepared a long-range retirement income plan, Troy Baccus was one of numerous financial professionals (brokers, insurance producers, fee-only financial planners) we contacted. Where the others recommended programs and products that are most common, Troy suggested strategies and instruments that respond to our specific situation, including an approach for maximizing Social Security.

I am an ER Physician who needed Disability Insurance. Troy Baccus was an incredibly helpful and knowledgeable agent. With my demanding schedule, he was able to arrange and finalize all aspects of my insurance plan over emails and the phone. It was simple and easy. I was able to trust his assessment of my needs and his thorough investigation into what would work best for me. I highly recommend!

It’s really easy to shop for life insurance with Montana Life Group. They compare pricing from a bunch of different insurance companies and they do a good job explaining everything in detail. I like that after requesting a quote from them I don’t get any automatic spam emails. The service is professional, friendly, and personal.