One-to-One Support and Coaching
Get your own business-building plan for the federal market
Whether you are new to serving the federal market, or a seasoned professional with established clients, Chris will assess your unique business situation and provide a personalized business-building consultation - including setting attainable goals to help you produce more revenue from your federal prospects and clients.
Stay on track with tailored coaching to meet your goals
Once your business plan is underway, you won’t be left struggling on your own. You’ll get quarterly personal coaching sessions with Chris to review your progress on meeting the goals of your plan including insight and advice on practical ways to streamline your business practices to increase your efficiency -- and the value you bring to your clients.
Add a federal retirement benefits expert to your deliverables team
Need help when meeting with a client in your office? Schedule time with Chris in advance, and she’ll dial into your client meeting as your on-the-spot expert to help you handle any of your client’s tough federal retirement benefits questions. The value to your client is that when they hire you -- they know you’re directly connected to other industry professionals that can get them the answers they need.
Leverage off the full value and power of various federal benefits
calculator reports
Let Chris help you interpret the data in the reports, uncover the right opportunities for you to best serve your clients’ needs, and improve your presentation skills. If you’re in a crunch or get stumped on calculating the benefits or producing the reports for a client, Chris can assist performing the calculations for you up to 10 times per month utilizing various software programs you may use such as Decision Support Software or TRAK Gap Analysis tools.
Contact Chris when you need help -- virtually anytime
Whether you’re caught in the trenches working with a challenging client case or have a question on federal benefits, you can reach Chris on the toll-free ProFeds Hotline, or contact her by email to get her help when you need it.
Live and On-Demand Training
Hone your skills from the live training events
Learn best practices to discover fresh ways to engage with your clients plus much more from the ProFeds monthly live webinar training events. These events are generally one hour in duration, and include an interactive question and answer session.
A few of the upcoming events will help you to:
· define a meeting process that allows you to be effective and efficient as a
professional and earn the trust of the federal employees you serve
· discover ways to ask probing questions to reveal what is important to your
clients and show your clients that you are intently listening to their concerns
· dispel myths and misinformation that your client may have received in the
past, and move confidently into the financial planning process to make
specific recommendations
Can’t attend one of the live events? No problem. Your ProFeds membership gives you password privileges to view the archive of all live events -- for the life of your membership, and to contact Chris with any follow-up questions.
Expand your knowledge from on-demand video training
Access more than 70 on-demand videos for federal retirement benefits and federal calculator software tools.
Federal retirement benefits
With the ProFeds federal benefits on-demand training videos, you’ll no longer need to struggle remembering details from a lengthy federal benefits seminar you took months or years ago or have to shuffle through a stack of 3-ring binders.
Chris has provided hours of federal retirements benefits training videos online, all logically organized into topical segments, with an easy-to-use menu. Access them online with your password anytime, anywhere and as often as you need to. Chris has even provided handouts for you to print and take notes on.
Topics include:
· Civil Service Retirement System (CSRS)
· Federal Employees Retirement System (FERS)
· Federal Employees' Group Life Insurance (FEGLI)
· Federal Employees Health Benefits Program (FEHB)
· Federal Employees Dental and Vision Insurance Program (FEDVIP)
· Federal Flexible Spending Account Program (FSAFEDS)
· Federal Long Term Care Insurance Program (FLTCIP)
· Thrift Savings Plan (TSP)
To view a sample of a video segment, click here.
Federal calculator software tools
Using a software tool to calculate your clients’ complicated federal benefits can be daunting. Chris’ segmented application training video series on this software makes it easy, and will help you master the use of the program and its features. You’ll have unlimited access to these videos with your password.
To view a sample of a video segment, click here.
Resources and References
Your membership includes password access to dozens of additional online resources…
Get quick solutions to common problems from a growing vault of Case Studies
The ProFeds case study series helps you tackle specific challenges you may often encounter when working with federal clients. They also help you capture missed opportunities and steer you from making common mistakes. New case studies are added every month. To view a sample case study, click here.
Provide your clients with frequently-requested government documents from the Federal Forms Library
Your clients have a plethora of government forms to consider in their retirement planning. ProFeds provides an easy place for you to download them and make them available to your clients. Taking proactive measures on items like beneficiary designations, TSP options, and survivor benefit elections will ensure that your client implements your guidance swiftly -- and make you look like a real pro.
Reference important websites, publications and must-read articles in the Reading Room
When you need to dig deeper on a topic, this is the place to go. Here you’ll find links to websites and hard-to-find government publications. Plus, Chris regularly adds links to her top picks of industry news and articles you should read.
Look-up frequently used terms in the Glossary
If you are confused by the lingo of federal retirement benefits or need an interpretation of the alphabet soup of abbreviations, check this section for quick help.
Get your own business-building plan for the federal market
Whether you are new to serving the federal market, or a seasoned professional with established clients, Chris will assess your unique business situation and provide a personalized business-building consultation - including setting attainable goals to help you produce more revenue from your federal prospects and clients.
Stay on track with tailored coaching to meet your goals
Once your business plan is underway, you won’t be left struggling on your own. You’ll get quarterly personal coaching sessions with Chris to review your progress on meeting the goals of your plan including insight and advice on practical ways to streamline your business practices to increase your efficiency -- and the value you bring to your clients.
Add a federal retirement benefits expert to your deliverables team
Need help when meeting with a client in your office? Schedule time with Chris in advance, and she’ll dial into your client meeting as your on-the-spot expert to help you handle any of your client’s tough federal retirement benefits questions. The value to your client is that when they hire you -- they know you’re directly connected to other industry professionals that can get them the answers they need.
Leverage off the full value and power of various federal benefits
calculator reports
Let Chris help you interpret the data in the reports, uncover the right opportunities for you to best serve your clients’ needs, and improve your presentation skills. If you’re in a crunch or get stumped on calculating the benefits or producing the reports for a client, Chris can assist performing the calculations for you up to 10 times per month utilizing various software programs you may use such as Decision Support Software or TRAK Gap Analysis tools.
Contact Chris when you need help -- virtually anytime
Whether you’re caught in the trenches working with a challenging client case or have a question on federal benefits, you can reach Chris on the toll-free ProFeds Hotline, or contact her by email to get her help when you need it.
Live and On-Demand Training
Hone your skills from the live training events
Learn best practices to discover fresh ways to engage with your clients plus much more from the ProFeds monthly live webinar training events. These events are generally one hour in duration, and include an interactive question and answer session.
A few of the upcoming events will help you to:
· define a meeting process that allows you to be effective and efficient as a
professional and earn the trust of the federal employees you serve
· discover ways to ask probing questions to reveal what is important to your
clients and show your clients that you are intently listening to their concerns
· dispel myths and misinformation that your client may have received in the
past, and move confidently into the financial planning process to make
specific recommendations
Can’t attend one of the live events? No problem. Your ProFeds membership gives you password privileges to view the archive of all live events -- for the life of your membership, and to contact Chris with any follow-up questions.
Expand your knowledge from on-demand video training
Access more than 70 on-demand videos for federal retirement benefits and federal calculator software tools.
Federal retirement benefits
With the ProFeds federal benefits on-demand training videos, you’ll no longer need to struggle remembering details from a lengthy federal benefits seminar you took months or years ago or have to shuffle through a stack of 3-ring binders.
Chris has provided hours of federal retirements benefits training videos online, all logically organized into topical segments, with an easy-to-use menu. Access them online with your password anytime, anywhere and as often as you need to. Chris has even provided handouts for you to print and take notes on.
Topics include:
· Civil Service Retirement System (CSRS)
· Federal Employees Retirement System (FERS)
· Federal Employees' Group Life Insurance (FEGLI)
· Federal Employees Health Benefits Program (FEHB)
· Federal Employees Dental and Vision Insurance Program (FEDVIP)
· Federal Flexible Spending Account Program (FSAFEDS)
· Federal Long Term Care Insurance Program (FLTCIP)
· Thrift Savings Plan (TSP)
To view a sample of a video segment, click here.
Federal calculator software tools
Using a software tool to calculate your clients’ complicated federal benefits can be daunting. Chris’ segmented application training video series on this software makes it easy, and will help you master the use of the program and its features. You’ll have unlimited access to these videos with your password.
To view a sample of a video segment, click here.
Resources and References
Your membership includes password access to dozens of additional online resources…
Get quick solutions to common problems from a growing vault of Case Studies
The ProFeds case study series helps you tackle specific challenges you may often encounter when working with federal clients. They also help you capture missed opportunities and steer you from making common mistakes. New case studies are added every month. To view a sample case study, click here.
Provide your clients with frequently-requested government documents from the Federal Forms Library
Your clients have a plethora of government forms to consider in their retirement planning. ProFeds provides an easy place for you to download them and make them available to your clients. Taking proactive measures on items like beneficiary designations, TSP options, and survivor benefit elections will ensure that your client implements your guidance swiftly -- and make you look like a real pro.
Reference important websites, publications and must-read articles in the Reading Room
When you need to dig deeper on a topic, this is the place to go. Here you’ll find links to websites and hard-to-find government publications. Plus, Chris regularly adds links to her top picks of industry news and articles you should read.
Look-up frequently used terms in the Glossary
If you are confused by the lingo of federal retirement benefits or need an interpretation of the alphabet soup of abbreviations, check this section for quick help.
How to maximize results from every federal employee prospect and client
As a trainer and coach to more than 600 professionals in the federal market since 2001, Chris Lennan is an acclaimed go-to expert for financial advisors and planners worldwide.
In addition to helping professionals overcome the unique challenges of serving the federal marketplace, Chris has equipped them to confidently turn prospects into long-term clients and to create new and recurring revenue streams for their practices.
Now you can tap into Chris’ comprehensive support system by
becoming a member of ProFeds.
Your ProFeds membership includes:
One-to-One Support and Coaching
Live and On-Demand Training
Resources and References
In addition to helping professionals overcome the unique challenges of serving the federal marketplace, Chris has equipped them to confidently turn prospects into long-term clients and to create new and recurring revenue streams for their practices.
Now you can tap into Chris’ comprehensive support system by
becoming a member of ProFeds.
Your ProFeds membership includes:
One-to-One Support and Coaching
Live and On-Demand Training
Resources and References
Get exclusive access to the proven strategies and tactics from the federal market’s top trainer and coach
“…spearheaded the company’s entry into the federal employee market on both the regional and national levels. Tireless in her support of the advisors, she consistently sought ways to effectively target and penetrate a terrific (and sometimes challenging) market segment…”
“She anticipates my questions and provides clear answers quickly. It has been obvious from my interactions with Chris that she understands my business and the challenges I face.”
Brad Berger, CFP®, CLF
Financial Advisor
University Place, WA
Financial Advisor
University Place, WA
“I wholeheartedly recommend Chris of ProFeds…she has an unparalleled knowledge of the myriad intricacies of the federal market, and a passion and unique ability to work with advisors.”
Joe McLaughlin, CFP®
Financial Advisor and Principal
Jacksonville, NC
Financial Advisor and Principal
Jacksonville, NC
“Hire Chris and you get one of the very best. In addition to the professional services she provides, you get someone who is absolutely dedicated to helping you succeed.”
Mark O’Connor, CFP®
Financial Advisor
Stafford, VA
Financial Advisor
Stafford, VA
“Quick to respond to follow-on inquires from me and in assisting me with questions posed by our clients. I consider her a very important member of our deliverables team and would highly recommend her services.”
“…has a clear understanding of your challenges as an advisor working with the federal market…passionate in her support and maintains an ethical viewpoint in the entire process of integrating the benefits into a comprehensive financial plan.”
Pat Plemmons
Financial Advisor
Chesapeake, VA
Financial Advisor
Chesapeake, VA
“Chris has distinguished herself as the go-to person in the federal employee benefits arena…easy to work with and a team member that knows how to generate business.”
Rick Amelon, CFP®, ChFC, CLU
Financial Advisor and Principal
Virginia Beach, VA
Financial Advisor and Principal
Virginia Beach, VA
“Chris Lennan is one of the top professionals I have encountered in my eight years in the financial services industry…her presentations provide not only facts, but also sales tips and effective financial plan integration techniques.”
Stoney Sloan
Financial Advisor and Principal
Goldsboro, NC
Financial Advisor and Principal
Goldsboro, NC
John Cermak, CFP®
Financial Advisor
Alexandria, VA
Financial Advisor
Alexandria, VA
“Her years of field experience working directly with advisors have prepared her very well to become the premier expert at bridging the gap between the market and the advisor.”
Don Marcum, CFP®
Financial Advisor and Principal
Senior Manager,
Advisor Development & Training
Fort Worth, TX
Financial Advisor and Principal
Senior Manager,
Advisor Development & Training
Fort Worth, TX
Howard Rush
Financial Advisor and Principal
Richmond Hill, GA
Financial Advisor and Principal
Richmond Hill, GA
“In addition to her technical acumen, her work ethic and responsiveness were always top notch.”
Tom Griffith
Financial Advisor
Syracuse, NY
Financial Advisor
Syracuse, NY
“I received formal training from Chris on three occasions…she has a talent for taking complicated subjects and making them easy. I was immediately able to take my relationship to federal employees to a higher level.”
Chip Kilburn
Financial Advisor
Oklahoma City, OK
Financial Advisor
Oklahoma City, OK
“Her knowledge was incredible and her follow through exceptional.”
Jill Pietrusinski
Financial Advisor and Principal
O’Fallon, IL
Financial Advisor and Principal
O’Fallon, IL
“Chris is that rare person that can get down in the weeds on the details, and then expand and explain (in an entertaining way) the big picture with common sense.”
Dave Bonney, CFP®
Financial Advisor and Principal
San Antonio, TX
Financial Advisor and Principal
San Antonio, TX
“Her attention to detail and her ability to understand the company’s position, as well as the clients’ wishes were second to none.”
Shad Reynolds
CFP®, CLU, ChFC, CLTC
Financial Advisor and Principal
Atlanta, GA
CFP®, CLU, ChFC, CLTC
Financial Advisor and Principal
Atlanta, GA
"Chris is an invaluable resource when dealing with federal benefits matters. She is like finding the 'mother load' of information! In addition, she possesses an extremely high standard of service and reliability--and never settles for 'close enough'. Very, very good."
Steve Litwiller
Financial Advisor
Chesapeake, VA
Financial Advisor
Chesapeake, VA
“During my entire tenure, I have never worked with a more dedicated, self-motivating, and innovative professional than Chris Lennan. She is truly one of a kind.”
Paul Monroe
Financial Advisor and Principal
Oklahoma City, OK
Financial Advisor and Principal
Oklahoma City, OK
Your ProFeds membership is an investment in your business. It’s not for everyone. However, if you are committed to building enduring client relationships with federal and postal employees and producing lucrative, long-term revenue streams in this market, you’ll find the cost of membership well worth it. In fact, if you capture and retain only one client from your ProFeds membership, you’ll likely more than pay for your investment.
While many professionals pursuing the federal market have paid thousands of dollars for one-time seminars on federal benefits and go-to-market strategies alone, your membership includes unlimited access to these services on-demand -- literally at your fingertips when you need them.
Plus, your membership includes regularly scheduled live training events, access to archived events, and the critical one-to-one support and coaching you need to truly make the difference between “having a lead,” and “creating a client.”
If you are unsure of the value ProFeds and Chris Lennan can bring to your business, please take a few moments to read the testimonials of her work from more than two dozen financial professionals in the federal market on this page.
While many professionals pursuing the federal market have paid thousands of dollars for one-time seminars on federal benefits and go-to-market strategies alone, your membership includes unlimited access to these services on-demand -- literally at your fingertips when you need them.
Plus, your membership includes regularly scheduled live training events, access to archived events, and the critical one-to-one support and coaching you need to truly make the difference between “having a lead,” and “creating a client.”
If you are unsure of the value ProFeds and Chris Lennan can bring to your business, please take a few moments to read the testimonials of her work from more than two dozen financial professionals in the federal market on this page.
Generate leads with a free listing on MyFederalRetirement.com
Become a ProFeds member today, and you’ll also get a free listing in the Financial Professional Directory on the federal market’s fastest growing and most-read web site covering retirement planning issues, MyFederalRetirement.com. Your expertise and credentials will be showcased to a highly qualified audience of federal and postal employees actively seeking retirement planning information and guidance. Your listing, complete with your contact information, will get exposure to up to 85,000 site visitors per month* -- and it’s absolutely free for as long as you are a ProFeds member (value: $295/year).
*Source: Publisher’s data: 85,799 unique visitors December 2008.
Become a ProFeds member today, and you’ll also get a free listing in the Financial Professional Directory on the federal market’s fastest growing and most-read web site covering retirement planning issues, MyFederalRetirement.com. Your expertise and credentials will be showcased to a highly qualified audience of federal and postal employees actively seeking retirement planning information and guidance. Your listing, complete with your contact information, will get exposure to up to 85,000 site visitors per month* -- and it’s absolutely free for as long as you are a ProFeds member (value: $295/year).
*Source: Publisher’s data: 85,799 unique visitors December 2008.
There's no risk to join.
Your membership is backed by the ProFeds 30-Day-Guarantee. Cancel any time in the first 30 days, and we’ll promptly refund your money.
There are no long-term commitments -- cancel any time and you will not be billed for any future months on your membership.
Your membership is backed by the ProFeds 30-Day-Guarantee. Cancel any time in the first 30 days, and we’ll promptly refund your money.
There are no long-term commitments -- cancel any time and you will not be billed for any future months on your membership.
Join today and save up to 46%
Become a member today for a joining fee of just $797 (regular $1297)
and a monthly subscription fee of only $147 (regular $197)
Plus get a free bonus:
Become a member today for a joining fee of just $797 (regular $1297)
and a monthly subscription fee of only $147 (regular $197)
Plus get a free bonus:
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or call 540.907.4490
or call 540.907.4490
© 2009 Christina S. Lennan and ProFeds LLC. All Rights Reserved. Reproduction without written permission prohibited.
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Questions? Click here to email us
How to Make the Most of Your Meetings with Federal Employees
Learn best practices for engaging federal clients. and the key relationship building approaches that allow you to make the most of every federal opportunity you have. A recorded version of this webinar is now available.
> Click here to view
Learn best practices for engaging federal clients. and the key relationship building approaches that allow you to make the most of every federal opportunity you have. A recorded version of this webinar is now available.
> Click here to view
Problem-solving videos and case study
> View free videos and download case study here
2009 Facts & Figures Update
This is a must-have reference when assisting your federal clients.
> Download your free copy here
> View free videos and download case study here
2009 Facts & Figures Update
This is a must-have reference when assisting your federal clients.
> Download your free copy here
10 Confessions of the Average Fed
Discover the most prominent confessions of federal employees and find ways to help you stay on their good side.
> Click here to listen
Discover the most prominent confessions of federal employees and find ways to help you stay on their good side.
> Click here to listen