Federal Retirement Program

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Raise Your Status as a Retirement Agent With The Federal Retirement Program!

Over 10 hours of Training!
20+ Hand Outs!
Reputable Online Sources!
Insights from an Industry Expert!
Bonus: 10+ hours of Sales Training!
Bonus: Presentation Materials!

The Federal
Retirement Program
Shows Agents & Advisors EXACTLY
What to Say to Federal Employees.

Here's Everything You Get With The Federal Retirement Program:

8 Federal Training Modules

From learning how to read a Federal Employee pay stub to understanding a federal employee's pension, it's all packed into these training modules.

Over 16 Hours of Training Videos

You'll get lifetime access to training videos featuring Federal Retirement Experts that you can replay 24 / 7.

Presentation Materials

You're going to need handouts! All of your PDFs, cheat sheets, checklists, charts, calculators, and web links are all included and available for download!

Official Process Forms

You need certain forms for virtually every client meeting you have with Federal Employees. You'll get the latest, up-to-date form here!

Priority Live Support

Have questions? Sure you do! We have support agents standing by 8am - 5pm CDT Monday - Friday to give you the help you need!

BONUS - Federal Sales Training Modules

You'll learn EXACTLY what to say to Federal Employees and when to say it. You'll learn what insurance products to suggest to prospects and why.

WHAT AGENTS SAY ABOUT THEIR APPOINTMENTS

Module 1

Facts, Stats, & Numbers

There are 9.1 Million Federal Workers in the United States as of 2021. In this Module, we discuss the reason why focusing on Federal Employees' retirement programs will give you a steady client base that has grown steadily over the past ten years.

Module 2

Federal Employees Paystub

The cornerstone of understanding a Federal Employee's Retirement is going to be knowing how to read their paystub. In this Module our instructors provide in-depth instructions on how to decipher the alphabet soup on every Federal Employee's paystub.

Module 3

FEGLI & Disability Insurance

Remember what we said about Alphabet Soup? FEGLI stands for Federal Employee Group Life Insurance. In this Module we break down the history of FEGLI, the different options available, and the surprising truth about their Disability Coverage.

Module 4

CSRS VS. FERS

Not all Federal Employees have access to the same level of benefits. It varies between Part-Time Employees, Government Contractors, and those who make it their Careers. This is where CSRS and FERS come in. In this Module, we will discuss the nuances between the two and how Social Security is a major factor.

Module 5

Thrift Savings Plan: Part 1

Did you know Federal Employees do not have 401K Retirement Plans? Well now you do! Want to know more? Well, in this first of three breakdowns, we will cover the basics of their equivalent: the Thrift Savings Plan.

Module 6

Thrift Savings Plan: Part 2

In part two of three, we continue our discussion on the TSP. We will discuss who actually manages the TSP (spoiler, it's not the Government), the different kinds of funds available to Federal Employees and how the debt ceiling affects the TSP.

Module 7

Thrift Savings Plan: Part 3

We've talked about what the TSP is and how it's structured, now in part three, we'll talk about what information is readily available to your clients. We'll talk about the pros and cons of the calculators on the TSP website, payout options and beneficiary options.

Module 8

Social Security Benefits

There are a lot of issues with the Social Security system. One would think that by working for the Federal Government, their employees would be immune to these issues, but unfortunately, they're not. In this module, we'll go into detail on how Social Security affects Federal Employees across the board.

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