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Name
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Jennifer Panda
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Specialist Name
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Randy Jones
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How did you hear about us?
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Co-Worker
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Co-Worker Name
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Shini Morin
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Was your benefit specialist prompt and courteous of your time?
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Yes
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Were all your questions answered?
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Yes
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Did your benefits specialist help you understand or update your benefits?
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Yes
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Would you refer your benefits specialist to a colleague?
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Yes
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What financial or insurance products were discussed during your appointment?
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- Retirement Plans
- Annuity
- Roth IRAs
- Life Insurance
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Comments/Feedback:
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Randy Jones was excellent. He answered all my questions and helped me solve a few problems. He followed through on everything that I needed assistance with. I will definitely be recommending him to other co workers that need retirement advice. I will be contacting him again in the future when I am ready to do my retirement paperwork completion.
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