Products
The Federal Benefits Basics Course is a comprehensive training program with 20+ lessons covering the full spectrum of federal retirement planning. Advisors gain clear, structured insights into topics such as CSRS and FERS retirement systems, Social Security integration, TSP strategies, FEGLI insurance, and survivor benefits. Designed to simplify complex rules and regulations, the course equips professionals with the technical knowledge needed to confidently guide federal employees through their benefit decisions.
The Meeting Process Course focuses on the practical side of working with federal employees—how to structure, conduct, and maximize the impact of client meetings. Advisors learn proven strategies for presenting benefits information in a way that resonates, identifying opportunities to align federal programs with private financial solutions, and positioning themselves as trusted experts. This course is built to boost sales potential by turning technical knowledge into actionable conversations, helping advisors move from education to engagement with confidence
