|
Name
|
| |
Vivian d’Alelio
|
|
Specialist Name
|
| |
Sean Conrad
|
|
How did you hear about us?
|
| |
Convention
|
|
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?
|
| |
- Retirement Plans
- Annuity
- Roth IRAs
|
|
What other products or services are you interested in?
|
| |
- Retirement Paperwork Completion
|
|
Comments/Feedback:
|
| |
Sean is very knowledgeable and professional. After 12 years in the government it was great to understand how my benefits work and where I stand. I hope to continue to work with Sean in the years to come.
|
