Federal Employe
Marketing Program

FINDING THE RIGHT NICHE IS THE CHALLENGE FOR MOST ADVISERS

EXPLORE A STRATEGY FOR GROWING YOUR CLIENT LIST IN 2022!

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

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 has 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.

FedEd Academy

Our FedEd Financial Adviser Training program provides financial advisers with a thorough understanding of Federal employee benefits programs, helps them find Federal employee and agency prospects, and offers the marketing support to help you build your clientele. We include (at no additional charge) a one-year license to the AskTrak Federal Gap Calculator software available from Retire Ready Solutions. The software can perform benefits calculations and produce reports for your Federal clients and prospects.

Watch the FedEd Academy Recorded Webinar

Fill out our form below to unlock and watch our 20 minute video.

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