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Name
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Don Douglas
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Specialist Name
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Jeff Groves
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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
- Roth IRAs
- Life Insurance
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What other products or services are you interested in?
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- Retirement Plans
- Roth IRAs
- Life Insurance
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Comments/Feedback:
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Working with Jeff has been great. I didn’t realize that he would be able to help me with almost everything to do with my retirement. He is working with me through the process and answers my questions and calls for back.
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