Testimonials
Our firm has had the privilege of working with four generations of one family, and two or three generations of many other families. These long term relationships reflect our clients’ trust in us and our ongoing commitment to our clients.
Because of our independent consultative approach, we act in an advisory capacity to many CPAs, attorneys and financial advisors. We believe our clients are best served when their legal, tax, financial and insurance advisors work as a team to best meet our clients’ needs.
The testimonials given may not be representative of the experience of other clients, and are no guarantee of future performance or success.
“IMPRESSED WITH THEIR KNOWLEDGE, EXPERTISE, INTEGRITY, AND CARING APPROACH”
“Our family has been fortunate to work with three generations of the Zimdars family in their insurance company. When our father, James E. Madigan, first founded FEECO International in the early 1950s, he worked with Ray Zimdars. Later, he worked extensively with Jack. And for over 30 years, we have worked with John. We have always been impressed with their knowledge, expertise, integrity, and caring approach.”
Cynthia Madigan Bell, Director
Madigan Family Foundation
Green Bay, Wisconsin
“JOHN’S ADVICE AND COUNSEL HAVE PROVEN THE TEST OF TIME”
“Thirty-five years ago, my parents had the good fortune of beginning a working relationship with John Zimdars while they were building the business and planning ahead for business contingencies, a succession plan, and long term care. From life insurance to fund trusts, and protect family and business assets and their continuity, to long term care insurance for my mother, John’s advice and counsel have proven the test of time to help protect, preserve and prosper our family’s personal and business interests.
John has remained a trusted advisor over the years by demonstrating an honest and compassionate outlook toward his clients. He uses his comprehensive understanding of insurance to tailor valuable and effective solutions. The significance of John’s knowledge and skill is apparent as the business and owners have transitioned through life. We have been truly fortunate having a professional of John’s caliber to advise us over the years.”
Kevin Hoffman, President
A to Z RentAll and Sales, Madison, Wisconsin
Event Essentials, Windsor, Wisconsin
“HIS CONSULTING SERVICES...SAVED MY CLIENTS SIGNIFICANT SUMS IN LIFE INSURANCE COSTS”
“John Zimdars and I worked closely to develop a presentation to the State Bar of Wisconsin entitled, “The Lawyer's Guide To Understanding Life Insurance.” This presentation was televised to attorneys statewide and was very well received. In helping to develop this program, John demonstrated his knowledge of life insurance policy designs, and their strengths, weaknesses and appropriate uses. His consulting services to me and my clients have saved my clients significant sums in life insurance costs.”
Richard Langer, Senior Estate Planning Attorney
Michael Best & Friedrich
Madison, Wisconsin
"MY CLIENT WAS VERY PLEASED WITH THE RESULTS"
“I have worked with John Zimdars and have seen the results of his Life Insurance Portfolio Management System. His services improved the tax effectiveness and decreased the cost of my client's life insurance program. My client was very pleased with the results.”
E.G. Schramka, CPA, JD
SVA Certified Public Accountants, SC
Madison, Wisconsin
"HIS ANALYSES AND RECOMMENDATIONS ARE WELL DOCUMENTED, CREATIVE, AND ACCURATE"
“John Zimdars has shown me the value of his Life Insurance Portfolio Management System. His product knowledge and his independent assessments have helped me and my clients understand their choices to make the best use of their life insurance resources as a component of their overall business and estate plans. In many cases, with John’s assistance, my clients were able to substantially improve their life insurance portfolio with no added costs, and in some cases with significant savings. His analyses and recommendations are well documented, creative and accurate.”
David Reinecke, Senior Estate Planning Attorney
Foley & Lardner
Madison, Wisconsin
"JOHN ALWAYS EXPLAINS HIS ANALYSIS IN A WAY THAT MY CLIENTS CAN UNDERSTAND"
“John Zimdars has been an important team member in our work with clients. He works with me and my clients to identify their short and long term life insurance needs. Then, he evaluates my client's existing insurance to see how well it fits those needs. His recommendations include term insurance, permanent insurance, existing insurance, and new insurance when it is appropriate. John always explains his analysis in a way that my clients can understand, and he approaches each situation on an independent basis without bias for any product or outcome.”
Dennis Breunig, CPA
BDO
Middleton, Wisconsin