New submission from Federal Benefits Specialist Survey
Name
John Trieu
Specialist Name
Johnny Gottstein
How did you hear about us?
Co-Worker
Co-Worker Name
Ralph Dresler
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
Life Insurance
What other products or services are you interested in?
Retirement Paperwork Completion
Comments/Feedback:
My wife and I had a wonderful and informative session with Johnny. He put us at ease by explaining things to us in layman's terms and we really appreciate that. Thank you Johnny for helping us and for sure we would recommend our friends and co-worker to use your services.