bjkl;l;nkDollars & Sense Quarterly Newsletter for MedAmerica Financial Services, Inc.
April 2002

 
 
In This Issue

Welcome to the Figure Skating World of Investment Analysts
Whose side are Investment Analyst’s on anyway?

Investment Alert
Navellier on the “FundWatch” list.

Select an Investment Strategy
Sample portfolios that you may wish to use as a guide to investing.

And the Survey Says...
Results of MFSI Survey

Points to Ponder
Benefit details.

Investment
Performance

Quarterly update.

 

And the survey says...
Results of MAFS survey


Last August, MedAmerica Financial Services surveyed the physicians, physicians assistants, and employees of CEP, EMA, EPMG, EPIC, MedAmerica, and Fusion to see how they felt about the services of MedAmerica Financial Services, and to a lesser extent, the services of Blue Cross and Schwab. To sum up the survey that 732 individuals completed (49% of the total sent), MFSI and Schwab both received very high marks but Blue Cross’ service could stand improvement.

We were very pleased to see your responses on MedAmerica Financial Services and we are always working to improve our service to you!

92% of all respondents felt MFSI’s service was either “good” or “excellent.”

90% of all respondents stated that phone calls to MFSI
are always returned within 24 hours.

11% of all respondents feel that the 401(k) deposits
(after payroll date) could be faster.

16% of all respondents want more than 3 newsletters per year.

90% of all respondents feel that the annual enrollment
packets are “just right.”

33% of all respondents want more plan sponsored 401(k) funds.

10% of all respondents want more web communications.

64% of all respondents felt Blue Cross performed at an
“excellent” or “good” level.

80% of all respondents felt Schwab performed at an
“excellent” or “good” level.

The biggest negative comment that we received is the high expense of health insurance.

While we are doing everything we can to stabilize rates, rising health insurance is a national trend and not easily solved. Medical Savings Accounts will hopefully help…

Many of you (more than 35%) also expressed additional information be provided on 529 Education Programs and Medical Savings Account. We hope to provide articles on these products via this newsletter and via our website in future months.

We’d like to thank all of you who responded to the survey and we do appreciate the many compliments. We also appreciate the negative comments because we hope to
eliminate those in the next year. If you remember, as part of the survey, we were giving away $200 gift certificates to Marriott Hotels and Resorts. The winners were:
Alan Miller, MD – Randolph, NJ
Lisa Bornmann, PAC – Laguna Beach, CA
Deborah Cole – Corona, CA
We will send out another survey in August and look forward to your comments at that time.