Federal Employee Leads and appointments for independent agents and advisors. Automated lead and appointment generation. Appointments begin within 30-days of becoming contacted.
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Preset Appointments, Leads, and Support
These employees will have the opportunity to roll a significant amount of retirement assets into IRAs over the next several years because Federal Employee Group Life Insurance (FEGLI) is becoming increasingly more expensive – creating an opportunity for life insurance replacements:
In addition to a federal pension (a FERS or CSRS Annuity), federal employees are eligible for a Defined Contribution Plan called the Thrift Savings Plan (TSP) which allows for In-Service distributions and makes their retirement assets rollover eligible sometimes years before they retire as long as they are at least 59.5 years old.
- We have access to nearly 1 million residential addresses.
- We created our own proprietary online federal retirement training software.
- We provide client-focused retirement information and educational webinars
- We partner with Public Sector Retirement Educators to offer training for both federal employees and financial professionals.