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2026 Wispact Beneficiary/Advisor Satisfaction Survey

This survey helps Wispact better serve our beneficiaries and their advisors. It should take about 5 minutes of your time.
Most questions are 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.
Your responses are voluntary and confidential. Responses will not be identified by the individual. Responses will be compiled together and analyzed as a group.

If you have any questions or would like to complete survey via phone with assistance, please contact James Giese, Director of Marketing and Outreach, Phone: 608.268.6006 ext 209
1.When I call to discuss my trust, my Beneficiary Specialist is available to address my questions or concerns.
1. Strongly Disagree - Not Available 
2. Disagree 
 3. Neutral - No feelings either way
4. Agree
5. Strongly Agree - Available - Addresses all Concerns
Rate based on 1 to 5 scale:
2.When my Beneficiary Specialist is not available, they return my call within two business days.
1. Strongly Disagree - Does not return calls within two days
2. Disagree
3. Neutral - No feeling either way 
4. Agree
5.  Strongly Agree - Returns calls promptly
Rate based on 1 to 5 scale:
3.Of the information I receive about my Trust, I find that information to be helpful and easy to understand.
1. Strongly Disagree - Information not helpful
2. Disagree
3. Neutral - No real feeling either way
4. Agree
5.  Strongly Agree - Information helpful
Rate based on 1 to 5 scale: 
4.When I make, or my advisor makes a Request for Distribution, the Request is processed quickly and the check is received by the intended person within 7-10 business days.
1. Strongly Disagree
2. Disagree
3. Neutral - no feeling either way
4. Agree
5. Strongly Agree
Rate based on 1 to 5 scale
5.When my Request for Distribution is denied, my Beneficiary Specialist takes time to discuss the reasons with me so I understand why the disbursement was unable to be approved.
1. Strongly Disagree - Reasons given are not clear
2. Disagree
3. Neutral - no feeling either way
4. Agree
5. Strongly Agree - Reasons given are clear
Rate based on 1 to 5 scale:
6.Requesting distributions is a positive experience for me. The person with whom I speak is receptive to how I want to utilize the trust
1. Strongly Disagree -  Not receptive
2. Disagree
3. Neutral - no feeling either way
4. Agree
5. Strongly Agree - Very receptive
Rate on a 1 to 5 scale: 
7.It is easy for me to submit Distribution Requests via mail, email or Wispact’s website.
1. Impossible to do - Strongly Disagree 
2. Difficult - Disagree
3. Neutral - no feeling either way
4. Easy - Agree
5. Very Easy to do - Strongly Agree 
Rate on a 1 to 5 scale: 
8.The financial reports, I receive from the bank, are easy to understand.
1. Strongly Disagree - Can not understand
2. Disagree
3. Neutral - No feeling either way
4. Agree
5. Strongly Agree - Easy to understand 
Rate on a 1 to 5 scale: 
9.Considering Wispact services, please rate the importance of each service to you.
Not at All Important
Not Very Important
Somewhat Important
Important
Extremely Important
Availability of Beneficiary Specialist to Answer Questions
Timeliness of Processing of Requests for Distribution
Ease of Submitting Requests for Distribution
Clear, Easy to Understand Statements/Reports
Easy to Use Portal to Check Trust Information 
Direct Payments to Vendors
Recurring Bill Payments
True Link Card
10.When considering Wispact's management fees, is Wispact a good value for the services provided?
1. Strongly Disagree - Fees are not a Good Value
2. Disagree
3. Neutral - No feeling either way
4. Agree
5. Strongly Agree - Fees are a Good Value for Services Provided
Rate on a 1 to 5 scale: 
11.
On a scale of 0 to 10,
How likely is it that you would recommend Wispact to a friend or colleague?
0 for Not at all likely, 10 for Extremely likely
Not at all likelyExtremely likely
12.How long have you been a Wispact Beneficiary? 
13.If you are new to Wispact, how did you first hear about us?
14.To best serve our beneficiaries, please indicate your age range (if advisor, indicate age of beneficiary):
15.5-Digit Zipcode of Beneficiary
16.Do you have any other comments, questions, or concerns?