|
Name
|
| |
Clifford Flick
|
|
Specialist Name
|
| |
Sean Conrad
|
|
How did you hear about us?
|
| |
Convention
|
|
Was your benefit specialist prompt and courteous of your time?
|
| |
Yes
|
|
Were all your questions answered?
|
| |
Yes
|
|
Did your benefits specialist help you understand or update your benefits?
|
| |
Yes
|
|
Would you refer your benefits specialist to a colleague?
|
| |
Yes
|
|
What financial or insurance products were discussed during your appointment?
|
| |
- Retirement Plans
- Life Insurance
|
|
What other products or services are you interested in?
|
| |
- Retirement Paperwork Completion
|
|
Comments/Feedback:
|
| |
Sean was very knowledgeable and helpful. Appreciate his time and expertise, even during these troubling times. Accomplished much during our virtual mtg, to include going through my wife's plan/workbook, as well. Thank you very much. We'll stay in touch as we continue to target retirement summer of 2022.
|
