Would you like to GROW your client list with a stable and affluent FEDERAL workforce?

One of the big keys to success for financial advisers is to have a market that can produce a consistent, repeatable and sustainable source of prospective clients’ year after year. The Federal government is the largest employees with over 2.7 million full-time, permanent civilian and postal workers. Currently, few financial advisers have the skills needed to properly assist Federal employees with their risk management, investment, and retirement needs.

We can help you understand and successfully navigate the many intricacies of Federal Benefits!

Our FedEd Financial Adviser Training Program provides financial advisers with knowledge, tools and support they need to assist Federal employees with their benefits, investments and retirement planning. The FedEd class is a two-day classroom-style program where participants learn about Federal employee benefits along with marketing support to help them build their clientele.

Many advisers have found that one of the best methods to meet potential clients is by offering educational benefits seminar programs. We offer you the ability to license our FEBA Employee Benefits Seminar Program, “Understanding Your Federal Benefits,” which includes slides, and workbooks.

Why Federal Employees
are the Right Niche!

• The Federal workforce is aging. One out of every three Federal employees will be eligible to retire by 2018. (Source: Office of Personnel Management)

• The Federal workforce is highly educated and planning oriented. Often Federal Employees have chosen their position because of the many benefits included and are highly focused on achieving a successful retirement.

• The Federal workforce is also competitively paid.

• There is a substantial existing savings base.

TSP Balance Breakdown

The adjacent table presents a breakdown of 2017 TSP Balances.

With over 4 Million people in the program check out the size of the Federal Employee Opportunity!

They are long term investors who who average 13.6 years of savings, have relatively low turn over, and share their good experience with the coworkers in their agencies.

Does this market look like a good fit for you and your business?

We are here to help!

There are Numerous Opportunities with
Federal Employees

Pension Income Alternatives

Maximizing pension income during retirement by choosing the appropriate survivor options and income needs for employees, and benefits options for their survivors.
+ Life Insurance

FERS Employees with Less Than 10 Years of Service

Providing protection for their family in the event of premature death and replacing income if no pension has been earn for the survivors.
+ Life Insurance

Thrift Savings Plan (TSP)

Assistance determining the right fund allocations and reviewing the distribution needs at retirement.
+ Suitable investment needs and distribution options

Federal Employee Group Life Insurance (FEGLI)

Evaluating existing life insurance coverage and costs to protect their family and assets while employed an in retirement.
+ Life Insurance

Voluntary Contribution Plan (VCP)

Utilizing the VCP program benefits and regulations to assist with positioning assets into a Roth IRA based on suitable.
+ Suitable investment needs and distribution options

Disability Coverage

Review existing long-term disability coverage to see if coverage is adequate to protect the employee and their family.
+ Disability or Life Insurance with living benefit riders

Long-Term Care Insurance

Identifying the future potential needs for Long-Term Care and options to cover for the cost.
+ LTC or Life Insurance with living benefit riders

We’d like to help you Capture this Opportunity

Engage Us in 3 Ways!

1. Sign up for a webinar!

Quick and easy, our live and prerecorded webinars allow you to fully understand the resources we provide and the strategy to capturing the federal market!
Dates

June 6, 2019

All webinars will be offered at the same times.
12 Noon Eastern Time, 11am Central Time,
10am Mountain Time, 9am Pacific Time
If you can’t make any of these, they will be recorded and made accessible at a later date, so please don’t hesitate to register!

CLICK HERE TO REGISTER for FREE!

2. Sign up for our Educational Courses!

Dates

Click on your date to see course details and register.

July 10-11, 2019 – Denver, Colorado

3. Start a discussion directly!

Email info@febadvocates.com or call (720) 432-3331 to schedule a time for Founder K. Shawn McCoy or one of our other consultants to contact you and discussion the opportunity in more detail.

Founder K Shawn McCoy brings his decades of experience in the financial services industry to Federal Employee Benefits Advocates. His passion is to ensure that our Federal Employees are provided with the knowledge and resources that will enable them optimize the value of their employment in the near term and ensure their long term comfort in retirement.

Review a few of our Education Bundles

Bundle purchases much include a signed licensing agreement.

Take the Next Step to GROW YOUR BUSINESS!

Sign Up For Our Free Webinar

Quick and easy, our live and prerecorded webinars allow you to fully understand the resources we provide and the strategy to capturing the federal market!

Dates:
March 30, 2018

All webinars will be offered at the same times.
11am Eastern Time, 10am Central Time,
9am Mountain Time, 8am Pacific Time
If you can’t make any of these, they will be recorded and made accessible at a later date, so please don’t hesitate to register!

CLICK HERE TO REGISTER for FREE!

Register for Our Classes

Dates:

Click on your date to see course details and register.

May 30-31, 2018 – Denver, CO

Start A Discussion Directly

Email
info@febadvocates.com
Call
(720) 432-3331

to schedule a time for Founder K. Shawn McCoy
or one of our other consultants
to contact you and discussion the opportunity in more detail.

Useful Links

Federal Employee Benefits Advocates is proud to partner with the Federal Employee Education and Assistance Fund. This organization is devoted solely to providing emergency ﬁnancial assistance and scholarships to our dedicated civilian federal and postal public servants and their families.

Would you like to GROW your client list with a stable and affluent FEDERAL workforce?

We can help you understand and successfully navigate the many intricacies of Federal Benefits!