New submission from Federal Benefits Specialist Survey
Name
Lisa Edwards
Specialist Name
Ben Kolton
How did you hear about us?
Co-Worker
Co-Worker Name
Sarath Arachchi
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
Annuity
Roth IRAs
Life Insurance
What other products or services are you interested in?
Annuity
Comments/Feedback:
Ben was very helpful. He was courteous and knowledgeable. He was in no way overbearing and led me through the retirement paperwork, making the process simple to complete. I would definitely recommend him to my friends.