To my Versālus Clients:
The merger with Colton Groome was done first and foremost with you, our loyal clients, in mind. As most of you know, in June of 2014, I suddenly lost most of my vision. In July of the same year, I was diagnosed with Multiple Sclerosis. Since that time, I have lost the ability to drive and—as a result—have not been able to travel and see clients. Additionally, my illness has continued to progress.
My daughter—Betsy Pusateri, whom most of you have worked with—and I have tried our best to service your needs; but, with this merger we will be able to give you so much more. In fact, when searching for a partner in 2018, I had six requirements for the merging company in mind:
- A like-minded corporate ethic to best serve clients
- Premier customer service
- Proven history and reliability
- Younger leadership and employees to serve clients longer
- A firm with expanded offerings to accommodate a wider range of needs
- And lastly, a company that would provide a seamless transition
I am happy to say Colton Groome was an ideal fit for all of my requirements. I will continue to be a steadfast resource for all Colton Groome team members. If you have questions regarding this merger, or would like to meet your new team, please reach out via (828) 252-1816 or email@example.com.
J. Brian Pusateri
Brian Pusateri, of Versālus Insurance,
found a home for his clients at Colton Groome
We hope we have provided these important principles to you, the way Brian planned. We are thrilled that the transition finalized through all insurance platforms and carriers in mid-2019. We hope you see your principles in place every day, providing you with trustworthy resources to protect yourself, your family, and/or your business.
As for Brian, he is a steadfast member of the Colton Groome team. We are proud to carry on Brian’s culture of diligence and commitment. If you are a Versālus client and would like to discuss this transition, have questions regarding your insurance strategy, or what new-to-you services are now offered, please use the contact box below.
G. Tate Groome
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*Versālus and Colton Groome Insurance are separate entities from Valmark Securities, Inc.