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Four Seasons Financial Education Review

3

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Excellent

Revainrating 5 out of 5  
Rating 
5.0
HR, Financial Wellness

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Description of Four Seasons Financial Education

Four Seasons Financial Education is a 100% independent provider of comprehensive workplace financial wellness programs. By leveraging online tools with one-on-one TelePlanning with a financial planner, Four Seasons Financial Education relies on a multi-channel approach to reaching the maximum number of employees.

Reviews

Global ratings 3
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Type of review

Revainrating 5 out of 5

Great place to grow and learn about insurance

I work for this firm as an Advisor Representative in their Tampa office since 2015! The training was good but not great - very helpful yet also challenging at times (especially when it came time after hours). It has been easy so far working here because they help out whenever you need anything or have questions that arise throughout your day/weekend etc.. We are able build relationships quickly which helps us better serve our clients' needs within such short amount of periods we're given…

Pros
  • Great customer service; friendly, knowledgeable staff
  • Easy accessibility to all information needed.
  • Very flexible schedules!!!
Cons
  • Good but not great

Revainrating 5 out of 5

Great resource, couldn’t ask better people

I really liked that they were very accessible and could answer all my questions right away. They helped me set up an individual plan for myself but also provided ways to have everyone in the family benefit from it. I really wish there was more variety of plans offered. It was nice knowing that everything I needed was available and I could do it at any time. The only thing that I didn't like about them is that they could not be found when you searched the web. Try asking some specific questions…

Pros
  • Great way to talk with people instead of reading pages back and forth across different sites, good customer support staffed 24/7 (even weekends) call center hours etc., fast response times no waiting around; great online resources! Good website layout helps find items quickly without having to navigate too much or search through archives which takes longer than necessary especially given how difficult searching certain topics such as life insurance seems nowdays
Cons
  • Some cons

Revainrating 5 out of 5

Very good learning tool to keep track & understand financial situation

The program was easy for me as I have no prior experience in this area. It gave us all info we needed about our finances so that it made sense when talking with my accountant/financial advisor! Nothing really but i do wish there were more topics covered (maybe some retirement planning). Highly recommend getting into your personal finance if you don't know much already. We learned alot from this class which helped get better insight into what's going on financially at home instead of just…

Pros
  • Very informative lots to take away
  • Easy process & user friendly design
  • Great variety options included, not limited
Cons
  • It is hard to say