Business Archives - Page 20 of 65 - GPIS Federal Benefits Specialist

New submission from Federal Benefits Specialist Survey

April 20, 2022 by Ernesto Reales

New submission from Federal Benefits Specialist Survey

Name
	Jeanette Young
Specialist Name
	Johnny Gottstein
How did you hear about us?
	Co-Worker
Co-Worker Name
	Candy Dove
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
What other products or services are you interested in?
	Retirement Plans

April 18, 2022 by Ernesto Reales

Password changed for user: kcolvin

April 18, 2022 by Ernesto Reales

New user registration on your site GPIS:

Username: kcolvin

Email: kcolvin@gpis4u.org

April 15, 2022 by Ernesto Reales

New submission from Federal Benefits Specialist Survey

Name
	robert davidson
Specialist Name
	Sean Conrad
How did you hear about us?
	Co-Worker
Co-Worker Name
	mia
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
Comments/Feedback:
	am now receiving my benefits without problems

April 15, 2022 by Ernesto Reales

New submission from Federal Benefits Specialist Survey

Name
	Luis SeraFin
Specialist Name
	Johnny Gottstein
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 Plans Annuity Life Insurance
Comments/Feedback:
	Thank you for time and expertise Johnny.

April 14, 2022 by Ernesto Reales

New submission from Federal Benefits Specialist Survey

Name
	Marcie Nogueira
Specialist Name
	Sean Conrad
How did you hear about us?
	Retirement Workshop
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 Life Insurance

April 14, 2022 by Ernesto Reales

New submission from Federal Benefits Specialist Survey

Name
	Rodney Romero
Specialist Name
	Johnny Gottstein
How did you hear about us?
	Co-Worker
Co-Worker Name
	Vicki Amaris
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 Plans Annuity Life Insurance Retirement Paperwork Completion
Comments/Feedback:
	Johnny was very knowledgeable in every subject. He explained in full details all of our concerns. He set up a follow up appointment to finalize figures and explain TSP options. We are very comfortable now knowing how our retirement plan looks.

April 13, 2022 by Ernesto Reales

New submission from Contact Us

Name
	Roger Linthicum
Email
	pattilinth1953@aol.com
Primary Contact Number
	(302) 542-2803
Zip Code
	19947 Map It
Select Your Free Services
	Federal Retirement Analysis
Select The Free Services You Are Interested In:
	Federal Benefits Analysis
Message
	Mr. Linthicum passed away 10/02/2021. I have been told to contact to find out if he had Life Insurance under this plan. He was a retired Dept of the Navy Employee, 217-46-6075. Sincerely, Patricia Linthicum, Widow

April 13, 2022 by Ernesto Reales

New submission from Federal Benefits Specialist Survey

Name
	Lucas Richardson
Specialist Name
	Dan Silva
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 Life Insurance
What other products or services are you interested in?
	Retirement Plans Life Insurance Retirement Paperwork Completion
Comments/Feedback:
	Dan was excellent. Very enjoyable to talk with and very knowledgeable. Thank you!

April 12, 2022 by Ernesto Reales

New submission from OBEF Cancelled / No Show

Agent Name
	Ernie Reales
Employee Name
	Cynthia Jones
Appt Date
	04/10/2022
Appt Time
	01:00 pm
Appointment Results
	No Show
Appt. Type
	In-Person
Notes/Comments
	No answer at the door. Called left message sent text no response.