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Name
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James Wallace
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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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Convention
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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
- Annuity
- Life Insurance
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Comments/Feedback:
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Mr. Conrad was courteous and helpful. He comes across as very knowledgeable in the subject matter which reinforces confidence in the listener. The only thing I would suggest could have been more positive was the process of scheduling a time to meet. The consultation was supposed to be in-person, but the delays over months pushed it back until we ended up in the midst of COVID-19 and had to do the whole meeting remotely.
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