Customer Satisfaction Survey Listening to customers has always been important to us. Your feedback will help us better serve people like you! Question Title * 1. How long have you been a client of Heath Wealth Management L. L. C.? Less than six months Six months to a year 1 - 2 years More than 2 years I am not a client Question Title * 2. Which of the following products have you purchased through Heath Wealth Management L. L. C.? (Please select all that apply.) Life Insurance Fixed / Variable/ Indexed Annuity 529 Plan None of the above Question Title * 3. Overall, how satisfied are you with Heath Wealth Management L. L. C.? Extremely satisfied Very satisfied Somewhat satisfied Not so satisfied Not satisfied at all Question Title * 4. How well does our services meet your needs? Extremely well Very well Somewhat well Not so well Not at all well Question Title * 5. How would you rate the value for money of our products/ services? Excellent Above average Average Below average Poor Question Title * 6. How responsive have we been to your questions or concerns? Extremely responsive Very responsive Somewhat responsive Not so responsive Not at all responsive Not applicable Question Title * 7. How likely are you to recommend us to a friend? Extremely likely Very likely Somewhat likely Not so likely Not at all likely Question Title * 8. Do you have any other comments, questions, or concerns? Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/ SIPC Done