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Name
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James Michel
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Specialist Name
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Sean Conrad
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How did you hear about us?
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Mail
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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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No
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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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- Annuity
- Dental
- Vision
- Life Insurance
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Comments/Feedback:
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My retirement is complicated so it was difficult to figure all of it do to personel reasons but Sean was quite professional
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