FEDPEAK

Empowering Advisors to Work with Federal Employees on their Retirement Benefits

Are you looking for a niche marketing opportunity that will provide you with opportunities today and in the future?

Allowing you to build a client database of federal employees with questions and concerns regarding their federal retirement benefits.

Call us at 773-412-3611

Schedule a free consultation with a FEDPEAK advocate.

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Program Overview:

Live or Webinar Educational Events. Partner with a Federal Retirement Benefits Speaker

Complimentary Federal Retirement Benefits Education

Includes training on:

FEES

CSRS

FEGLI

FEHB

Tricare

Special Retirement Supplement

Forms Needed for Retirement

And much more

Webinar or Live Events:

Webinars:

Average Registrations 200+

Average Attendance 40% to 45%

Number of Individuals Requesting Appointments 40+

Numbers show you will meet with more than 25 individuals.

Live Events:

Average Registrations 50 to 60 Individuals (depending on area)

Average Attendance 60% to 65%

Numbers show you will meet with 70% of the individuals who show upW.

We will
fill your workshops complimentary.

WEEKLY FEDERAL COMMUNITY CALLS

Pre- and Post-Webinar Training
Includes, how to run
1st, 2nd and 3 appointments
with Federal Employees

Access to a Federal Benefits Advocate

OUR advocate HELPS RUN THE FEDERAL RETIREMENT BENEFITS ANALYSIS REPORTS AND ANSWERS ANY QUESTIONS ON ANY FEDERAL RETIREMENT BENEFIT. IN ADDITION, SHE REVIEWS FEDERAL EMPLOYEE RETIREMENT PAPERWORK.

Typical 1st Year Success in the program:

2 million in annuity premium

2 million in AUM (if securities licensed)

10K to 20K in target life premium

Typical 2nd Year Success in the Program

5 million in Annuity Premium

5 million in AUM (if securities licensed)

10K to 20K in target life premium

This is all based on running six events per year. We protect territories (lists).

So you will never have to compete with another advisor in our program.

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