New submission from Federal Benefits Specialist Survey

Posted on February 11, 2022

New submission from Federal Benefits Specialist Survey

Name
  Darlene Jones
Specialist Name
  Matt Davis
How did you hear about us?
  Email
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

Comments/Feedback:
  I shared my experience with a friend who is looking at retiring next year. It was good to see that my retirement in about 4-5 years is a reality. Matt answered all of my questions and it was a great meeting.
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