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Name
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Donald Van Leuven
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Specialist Name
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Sean Conrad
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How did you hear about us?
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Mail
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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
- Roth IRAs
- Life Insurance
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Comments/Feedback:
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Sean was prompt and very helpful. I think the phone call system you are using works wonderfully. there are A lot of different things as you know about retirement preparation that take time and research. The phone system allows time to ask questions and do research on both Sean and my part in between phone calls. I have talked with Sean twice so far about different things and expecting to again. I feel so much better about my direction as I get closer to retirement then I did before his help and guidance. When I do face to face meetings I often remember things I would like information on after the meeting and never call because that is just me. On the phone we talk about things and set up another time to cover more things later. I am very happy about this. Thank You all for what you do.
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