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April 4, 2007
To Whom it May Concern,
I am writing this testimonial on behalf of Shari
Molchan and Molchan Financial. Being a self-employed businessman
for the last five years, one of my concerns had been the lack of a
Health Care Plan for me and my wife. Although my wife has coverage
through her employer, it doesn't offer the full range of coverage I
would like and its deductibles and co-insurance are fairly high.
In October 2006 I wrote a testimonial letter for Shari
Molchan and Molchan Financial where I outlined my pleasure in signing up
for one of the Private Health Care Plan Shari offers works.
This testimonial is to reconfirm my pleasure in
dealing with Shari and with Olympia Trust's Private Health Care Plan.
On March 9th I submitted my first claim to Olympia
Trust. The claim was for approximately $2,500.00 and covered all
of my wife's and my medical, dental, prescription and glasses expenses
for 2006.
Exactly 3 weeks later, I received reimbursement from
Olympia Trust. They made only one minor adjustment to my claim
(they rejected a photocopy of a prescription receipt on the basis they
would only accept originals).
I continue to highly recommend Shari Molchan for all
of a person's financial planning needs.
Yours truly,
William R.
October 3, 2006
To Whom it May Concern,
I am writing this testimonial for Shari Molchan and
Molchan Financial. Being a self-employed businessman
for the last five years, one of my concerns had been the lack of a
Health Care Plan for me and my wife. Although my wife has coverage
through her employer, it doesn't offer the full range of coverage I
would like and its deductibles and co-insurance are fairly high.
In addition, in today's job market small business employers compete for
employees with established companies offering extended benefits plans.
When, at a recent BNI meeting, Shari provided an overview of a Private
Health Care Plan she offers I just had to find out more.
I met with Shari one afternoon and she provided me with simple outline
of the Private Health Care Plan she works for. I was sold and
signed up immediately. Now I know that I am able to "top up" the
coverage offered by my wife's employer's plan and am able to offer my
employees a benefit comparable to larger employers. I
highly recommend Shari Molchan for all of a person's financial planning
needs. Yours truly, William R.
March 1, 2006
To Whom it May Concern,
I recently had the pleasure of doing business with
Shari Molchan of Molchan Financial. Insurance is something I have
never really thought about. I know you need it, but it's an issue
that can easily be put to the back burner until you need it. With
a baby on the way and both my husband and I being self-employed, it was
time to get things in gear and get life and disability insurance.
Shari was able to sit down with us and advise of us of our options in a
manner that we could easily understand and afford. We
now move forward with our baby on the way with a sense of security
knowing that Shari has assisted us with taking care of our family-to-be.
I would recommend Shari over and over again as I believe in her family
values, amazing customer service and wealth of knowledge in her field.
Sheri J.
October 2005
To Whom It May Concern:
I am Jo-Ann Lapointe, a licensed realtor with RE/MAX of
Nanaimo and a client of Shari Molchan's. I can testify that Shari
is someone who is genuinely passionate about helping people to provide
for themselves and their families "just in case". I
recently asked Shari to review the current Critical Illness and Long
Term Disability Insurance benefits I have with my employer. She
took the time to examine it in detail, phone my plan administrator for
clarification, and prepare a summary so I could compare "apples to
apples" with some of the other products on the market.
She presented me with several options, including virtually the same
coverage for less money. I ended up opting for making the same
payments as before, but with much better coverage. Now I really
feel relieved that if something were to happen to me and I couldn't work
for a while, my coverage would be adequate enough that my family could
maintain the same standard of living. I support my family
financially, so that is really important to me. I
guess what impressed me even more was Shari's approach. At no time
did I feel pressured into making a commitment before I was ready.
At no time did I feel like she was trying to "push" any particular
product. What Shari did was provide me with the tools I needed to
make my own informed decision. What followed is
something I never thought would ever happen. I got so excited about
Critical Illness and Long Term Disability Insurance that I started
talking to my friends, and they wanted to talk to Shari, too.
Well, I have no hesitation to urge anyone, but particularly those in
business who are supporting a family, to see Shari. It's like she
says, you have to protect your most valuable asset - and that is your
ability to earn an income Warmest regards,
Jo-Ann L.
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