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Name
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Philip Franklin
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Specialist Name
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Randy Jones
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How did you hear about us?
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Co-Worker
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Co-Worker Name
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Mike Clement
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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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What other products or services are you interested in?
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- Retirement Paperwork Completion
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Comments/Feedback:
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First of all I haven’t had a conversation with anyone, until I talked to Randy that informed us of the options that are available to us. Secondly he is very polite and considerate. We feel he has explained the best plan to continue to grow our hard earned money the way that nobody else has.
Thank you very much!
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