Free Financial Advisor Training and Resources: Federal Employee Retirement Benefits


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Home | Free Financial Advisor Trainin

Free Financial Advisor Training and Resources:
Federal Employee Retirement Benefits

Below is an archive of the current free financial planner training resources available.

How Benefits Calculator Reports Can Help You Increase Sales
In this recorded teleseminar, Chris Lennan will highlight some juicy areas of the benefit analysis report from the most popular benefits software (from Decision Support Software) used by financial professionals working with federal employees. Most analysis-type reports are data intensive and can be overwhelming for an employee. Find out how to use that data to tell a story and invoke action from your federal prospects . . . more

How 2010 Federal Benefit Changes Will Impact Your Clients
In this free webinar session (approx. 30 minutes), Chris Lennan addresses the financial impact felt by federal employees due to prominent legislative changes that went into effect for 2010. Although knowing what the new rules are is important, most financial professionals are more interested in the true affect that these changes will have on their federal clients. This webinar focuses on just that . . . more

FERS Special Retirement Supplement
View two informative training videos on what the FERS Special Retirement supplement is and how to perform the calculation in Decision Support Software. Plus get a free case study on this federal benefit . . . more

How to Make the Most of Your Meetings with Federal Employees (Part 1 of 3)
In this recorded webinar, Chris Lennan walks you through industry best practices for engaging federal clients. Even more, she'll share with you key relationship building approaches that allow you to make the most of every federal opportunity you have . . . more

10 Confessions of the Average Fed
In this recorded teleseminar, Chris Lennan will share the most prominent confessions of federal employees and find ways to help you stay on their good side . . . more

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