|
Name
|
| |
Rosalinda Pascual
|
|
Specialist Name
|
| |
Bobby Groves
|
|
How did you hear about us?
|
| |
Retirement Workshop
|
|
Was your benefit specialist prompt and courteous of your time?
|
| |
Yes
|
|
Were all your questions answered?
|
| |
Yes
|
|
Did your benefits specialist help you understand or update your benefits?
|
| |
Yes
|
|
Would you refer your benefits specialist to a colleague?
|
| |
Yes
|
|
What financial or insurance products were discussed during your appointment?
|
| |
|
|
What other products or services are you interested in?
|
| |
- Retirement Paperwork Completion
|
|
Comments/Feedback:
|
| |
I truly appreciate all the efforts of Mr. Bobby Groves to accommodate me on my own time to help me with all my paper works. He guided me and explained every detailed up to the completion of my paper works. Thanks
|
