Please Tell Us About Your Experience
Your Name
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Agent Name
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1. Are you satisfied with the quality of the service that you received?
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2. Was your agent knowledgeable and able to answer your questions?
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3. Would you recommend our services to a friend of family member?
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• If so, who?
4. What suggestions or comments do you have about your experience?
What Products Would you Like to Know More About?
Starting a Retirement
o Accessing Money Tax Free
o Better Allocation of Monthly Savings
o Insurance Retirement Account
o Guaranteed Income for Life
Protecting Your Retirement
o Market Downturn Protection
o Old 401k/IRA Rollover
Life Insurance Options
o Permanent Life Insurance
o Options for Parents
o Children’s Head Start Program
o Options for Grandchildren
Other Insurance Options
o Medicare Plans
o Disability Protection
o Critical Illness Protection
o Health Matching Account
o Dental/Vision Plans
o Hospital Indemnity
Other Services
o Debt Consolidation
o Old Life Insurance Policy Evaluation
Additional Income
o Becoming a Part Time Agent
o Becoming a Full Time Agent
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