Carole Gardner

My feedback

3 results found

  1. 495 votes
    How important is this to you?
    An error occurred while saving the comment
    Carole Gardner commented  · 

    In that same line of thought...I would love to use a printed Client Profile form when filling out applications to add the beneficiary information. This form will only list spouse and child(ren) within that household. So, if your child(ren) are grown they do not appear on that form. They are still your children...shouldn't that profile form reflect that? It is just another time consuming task to keep switching back and forth between screens to get this info!

  2. 145 votes
    How important is this to you?
    Carole Gardner supported this idea  · 
  3. 40 votes
    How important is this to you?
    Carole Gardner supported this idea  · 

Feedback and Knowledge Base