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1. Hello:
Congratulations on placing a case with MassMutual. We appreciate your business and value your opinions. We invite you to take this short survey so we can understand how we can better serve you in the future.

Your participation is completely voluntary and your responses will be strictly confidential.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
* 2. What product did you recently purchase with our MassMutual Brokerage team?
 
Life Insurance
 
Long Term Care
 
Life/LTC Hybrid
 
Disability
 
Income Annuities
 
Fixed Annuities
 
Other
 
 
 
3. How satisfied are you with our overall experience working with MassMutual Brokerage?
Extremely Unsatisfied
Unsatisfied
Neutral
Satisfied
Extremely Satisfied
 
 
4. The next set of questions is designed to measure the overall effectiveness of our new business process.
Well Below Average Below Average Average Above Average Well Above Average
Service
Professionalism
Knowledge
Communication
Responsiveness
Ease of doing business
 
 
5. Additional suggestions for improvement of our new business process:
   
 
 
6. The next set of questions is designed to measure the overall competitiveness of our product.
Well Below Average Below Average Average Above Average Well Above Average N/A
Underwriting
Cost
Return on cash value
Return on death benefit
Compensation
Riders
 
 
7. What product lines and/or areas does your practice focus?
 
Life Insurance
 
Disability
 
Long Term Care
 
Annuities
 
Investments
 
Retirement
 
Employee Benefits
 
P&C
 
Medicare
 
Health
 
Other

 
 
 
8. What do you value most about your interactions with your preferred carriers?
 
Personal relationship
 
Company reputation & stability
 
Product price
 
Reliability
 
Compensation
 
Support
 
Marketing resources
 
Expertise
 
Development & training
 
Case design
 
Other

 
 
 
9. How likely are you to continue doing business with us?
 
Very likely
 
Somewhat likely
 
Neutral
 
Somewhat unlikely
 
Very unlikely
 
What would prevent you from doing business with our team?
 
 
 
10. Working in conjunction with your clients' counsel, tax advisors, and accountants, our estate and business planning attorneys are available for case consultations. Which advanced sales strategies are you interested in?
 
Executive Benefit Plans
 
Estate Planning
 
Business Succession Planning
 
Irrevocable Life Insurance Trusts
 
Charitable Gifting Plans
 
Split Dollar Arrangements
 
Education Savings Products
 
Income Planning
 
Business Planning
 
162 Bonus Plans
 
Other

 
We appreciate your business and thankful for your feedback with this survey. Looking forward to working with you on your next case! Cheryl Canzanella & Kim Walsky MassMutual Brokerage Team