Testimonials

Thank You for the Kind Reviews


★★★★★

Steve Catt really knows his stuff and most importantly was very persistent when it came to getting everything needed to get us approved, placed and put the plans in force. We were extremely busy and he was very patient and worked with our schedule. It is something we knew we needed to do and, thanks to Steve, we now have the protection we need.


- Barrick D. (MD)

★★★★★

I want to recommend Steve Catt and TRG Life to anyone looking for help with retirement planning. Steve showed how we can supplement our 401K's with a life insurance policy that not only gives us protection but also an additional income stream we can access tax free before we are 59. He was very helpful throughout the entire process.


- Joel and James T.

Palm Springs, CA


★★★★★

I have had the pleasure of working with Steve Catt for a few years now, he's very professional and diligent and has taken care of our family's needs in a timely and top-notch manner. We highly recommend his services!


- Lori A..


★★★★★

Steve was diligent about finding a  policy to meet my specific needs and patiently walked me through all of the steps to complete my application.


- Charni L.


★★★★★

Wonderful experience working with Steve Catt. He made the life Insurance process easy to understand and got me best plan for my Family. Thank you!


- Maribel A.


★★★★★

Steve was very helpful and personable. A pleasure to work with. I am grateful for the products that were recommended. They fit my life and goals perfectly. I am quite satisfied! Thank you!


- Megan L.


★★★★★

When I decided to look for a safer, long term option for my money, Steve Catt and TRG provided all the information regarding my annuity options as well as the guidance needed to make an informed decision. With their help I am confident we found the annuity best suited for my needs. I highly recommend their services, and will look no further should I need insurance or financial products in the future!


- Rick C.


★★★★★

Steve helped me understand that life insurance is not only about protection for the family but is a great way to save and access money tax free and much more flexible than just putting money into my 401K. He put together a plan that will give us multiple income streams in retirement while minimizing the taxes we will have to pay. Steve is very good at what he does and great to work with.


- Paul Shifter

Palm Desert, CA


★★★★★

I highly recommend Steve Catt and TRG LIfe if you are looking for Life and/or Long Term Care Insurance. Steve took the time to explain the pros and cons of different types of life insurance and how a long term care policy is the perfect way to protect our assets  by just moving money from CD's with no risk of loss. Something we didn't know existed until Steve introduced us to the concept and now we feel much more secure that we have a plan that seamlessly passes money to our kids but also takes care of my husband and I as we get older.


- Carol Murphy

Rancho Santa Fe, CA


★★★★★

I really enjoyed working with Steve Catt and he ended up saving us a lot of money on our Life Insurance. He sat down with us and defined our insurable need, which was about half the amount of coverage we currently had in place. The good news, Steve was able to get us a policy with twice the amount of coverage, for an additional fifteen years, for only $30.00 a month more than we were currently paying. He even solicited letters from my doctors to get better health ratings, something no agent has ever done for us before. He really earned our business and I would not hesitate referring him to friends and family.


- Robert Morales

Indio,CA

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