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Name
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PETER SVETAKA
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Specialist Name
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Dan Silva
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How did you hear about us?
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Convention
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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
- Life Insurance
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Comments/Feedback:
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We went over what retirement planning I already had in place, and made some changes and added an extra account.
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