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Name
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Tricia Russell
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Specialist Name
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Matt Davis
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How did you hear about us?
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Retirement Workshop
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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
- Life Insurance
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What other products or services are you interested in?
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Comments/Feedback:
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Matt was prompt and courteous. He explained the shorter version of benefits as I told him I wasn't of age to retire but wanted to make sure I was on the right path. I will be reaching out to Matt again with any questions.
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