Post-Visit RIS Survey | Simplicity Credit Union

Welcome!!

Thank you for taking the time to stop by and lend your feedback to the Simplicity Retirement & Investment Team. Your answers to our survey could help us learn and grow to serve even more of our valued members.

How did you hear about Simplicity Retierment & Investment Services? *

An email from Simplicity CU about the program or one of their seminars.

Through a social media post from Simplicity CU.

Because of a referral, either from someone on the Simplicity Team or someone I know.

Another way that I'll tell you more about below.

Comment

Has our service and a the products we've offered met your expectations? *

I've gotten everything I expected from the program.

You've actually exceeded my expectations!

I wasn't sure what to expect.

You haven't met my expectations at all.

How likely are you to refer someone to our program? *

I would definitely refer someone if I thought they needed your help.

I'm not sure I would refer anyone.

I would not because I had a bad experience with it.

I would not because I don't make referrals to my friends and family.

What final comments would you like to share?

Your Name

Your contact info is optional but please include it if you would like us to contact you to answer any questions or address any concerns.