2024 Beneficiary and Advisor Survey

2024 Beneficiary and Advisor Survey

Wispact constantly strives to better serve our beneficiaries and their advisors.

Please take our client survey about Wispact services. This short survey will be used to inform Wispact’s strategic planning.

It should take about 5 minutes of your time. There is a series of questions to be answered with a rating of 1 – 5 with 1 representing a poor score in need of improvement or disagreement to 5 representing a high score of service that is meeting or exceeding expectations:

https://www.surveymonkey.com/r/5B3YSGQ

(If link does not work – please copy and paste URL into Web browser.)

Your responses are voluntary and confidential and greatly appreciated. Responses will not be identified by the individual. Responses will be compiled together and analyzed as a group.

If you have any questions, please contact James Giese, Director of Outreach, jgiese@wispact.org, 608-210-4265.

Wispact, Inc. is not a registered investment adviser, registered stock broker or broker-dealer and does not offer investment advisory services, programs or products. Any investment questions should be directed to qualified licensed professional financial advisers.