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Name
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Livingston Robbins
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Specialist Name
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Matt Davis
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How did you hear about us?
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Retirement Workshop
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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
- Annuity
- Roth IRAs
- Dental
- Vision
- Accident/Disability
- Critical Illness
- Life Insurance
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What other products or services are you interested in?
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Comments/Feedback:
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From the 1st time me and my wife met Matt we knew there was no one else we wanted to finalize are retirement plans. Matt is personable knowledgeable courteous thorough and an excellent asset for your company I’ve referred him to multiple former coworkers who have already contacted him Matt is 100% all boxes checked…
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