Versatile Management Group
Working with prosperity on our mind to insure your peace of mind.
Copyright (c) 2005 Versatile Management Group, LLC - All Rights Reserved
Please help us refine our services to meet your needs. Take a brief moment to complete this survey and return it back to us for a chance to win a free 30-minute ‘Financial Services’ consultation session (a $150 value)! Thank you for your assistance!
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Once you have completed the above survey, please review your answers checking for accuracy.
To send your survey and be entered in the drawing for a FREE personal financial consultation (a $150 value), please click on the submit button below.
What is the best place to reach you?
Are you a current client of Versatile Management Group?
How did you hear about Versatile Management Group?
Have you visited our website?
If no, please skip to next section...
Please rate the following statements:
The website was attractive & visually pleasant.
The website was easy to use.
The information on the website was helpful & very thorough.
I found the answers to my questions on the website.
After visiting the website, I feel comfortable entrusting VMG with my business.
Would you be inerested in educational services about insurance, investments and/or financial literacy for you and/or your children?
If no, please skip to next section...
Insurance 101 (Discusses the importance of all types of insurance)
I would be inerested in the following educational seminars: (please check all that apply)
College Costs (Discusses how o be financially prepared to send your children to college)
Ready for Retirement (Discusses how to prepare no for an enjoyable retirement)
Money Matters (Teaches basic financial literacy - savings, spending, budgets, investing)
Enterprising Souls (Teaches basic entrepreneurial skills for business development)
Inquiring Investors (Discusses advanced theories, practices and approaches to investing)
What time of day would be most attractive to you to attend these seminars or programs?
Please help us learn more about your needs and preferences. Please answer the following questions about your:
COMMERCIAL (BUSINESS) INSURANCE
What financial needs do you have at this time? (check all that apply)
I know the difference between a captive agency and an independent insurance broker.
I am aware of what an independent insurance broker can do.
I am pleased with the service i receive from my current agent or broker.
I value high quality service over an affordable rate.
I am pleased with the claim service I have received from my insurance company.
Please rate the following statements:
Educational Programming Review
I am always looking to save money on my premium and monthly payment.
I would like to obtain a no-obligation quote for my: (check all that apply)
Yes No
Please feel free to list any other topics you would be inerested in obtaining more information.
For Myself
For My Child(ren)
For Myself
For My Child(ren)
For Myself
For My Child(ren)
For Myself
For My Child(ren)
For Myself
For My Child(ren)
For Myself
For My Child(ren)
AM Lunch Evening Weekends
Retirement Planning
College Planning
Budgeting
Debt Management / Reduction
Investing and/or Portfolio Management
select one... Yes, I strongly agree I agree somewhat I disagree somewhat No, I strongly disagree
select one... Yes, I strongly agree I agree somewhat I disagree somewhat No, I strongly disagree
select one... Yes, I strongly agree I agree somewhat I disagree somewhat No, I strongly disagree
Please feel free to provide us with any additional comments or questions you may have regarding Versatile Management Group, LLC and/or our services.
select one... Yes, I strongly agree I agree somewhat I disagree somewhat No, I strongly disagree
select one... Yes, I strongly agree I agree somewhat I disagree somewhat No, I strongly disagree
select one... Yes, I strongly agree I agree somewhat I disagree somewhat No, I strongly disagree
Vehicle(s)
Home(s)
Rental Property
Business
Life & Health