New submission from Federal Benefits Specialist Survey
Name
Angie Hicks
Specialist Name
Randy Jones
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
Dental
Vision
Accident/Disability
Critical Illness
Life Insurance
What other products or services are you interested in?
Retirement Plans
Annuity
Roth IRAs
Dental
Vision
Accident/Disability
Critical Illness
Life Insurance
Retirement Paperwork Completion
Comments/Feedback:
All went well. Randy took the time to answer all of my questions and his presentation was easy to follow and understand. I've already referred one of my colleagues to him. Thank you for making this survey easy to respond to and not making it overwhelming or time consuming.