Please take a few moments to complete this customer satisfaction survey. During the course of the survey, more questions will appear depending upon your answers, however it should only take 30 to 60 seconds to complete.
1. My inquiry, or interaction with PlanVision, was in regards to (select all that apply)...
As a result of my session with the PlanVision Advisor, I will (or did) implement a change in my retirement account or in how I am planning for retirement?
I will (or did) implement the following change(s)...
Rate how well the process and your options were explained to you.
Rate how timely your request was handled.
Rate how satisfied you were with the guidance and/or assistance you received.
I would recommend the guidance and/or assistance I received from PlanVision to other staff.