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Name
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Paula Vargem
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Specialist Name
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Johnny Gottstein
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How did you hear about us?
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Referral
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Referral Name
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mailhandlers union
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Was your benefit specialist prompt and courteous of your time?
|
| |
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?
|
| |
Yes
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Would you refer your benefits specialist to a colleague?
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| |
Yes
|
|
What financial or insurance products were discussed during your appointment?
|
| |
- Retirement Plans
- Annuity
- Roth IRAs
- Life Insurance
|
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What other products or services are you interested in?
|
| |
- Retirement Plans
- Annuity
- Roth IRAs
- Dental
- Retirement Paperwork Completion
|
