ProFeds is a comprehensive support and training service for financial planners, financial advisors serving federal employees
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Home | Tailored Training

Get ProFeds Tailored Training That Produces Results

As a trainer for hundreds of financial professionals, Chris Lennan understands that there is simply no substitute for competence and confidence when working with a specialized niche like federal employees. 

Whether you have been in this marketplace for many years and looking for a boost, or you're just beginning to make this market your focus -- ProFeds can tailor a program to meet your office's needs. 

ProFeds Training is Based on A Proven System -- Used by Hundreds of Financial Professionals

The ProFeds training course uniquely expands beyond technical benefits training  to show financial professionals how to effectively conduct their meetings, identify key sales opportunities, and leverage their new found knowledge to help their clients make sound decisions.  

While many federal marketplace training courses focus solely on the technical aspects of the federal benefits, ProFeds training highlights the importance of knowing how to apply this information in the context of a financial plan, how to explain complicated topics to your clients in simple terms, and ultimately become the go-to person for federal employees to turn to for financial planning advice.

Financial professionals who have tapped into the ProFeds service and comprehensive training programs feel more prepared to take on the unique challenges of this marketplace.  

Key training objectives:

  • Extensive coverage on federal employee programs such as their group term life insurance, 401(k)-style retirement plan, federal long-term care coverage, health benefits, survivor's benefits and computing federal pensions.
  • Comprehensive review of industry best practices and the proven ProFeds model for setting appointments, gathering necessary information, conducting appointments, and converting federal prospects into long-term financial planning clients.

Options to tailor your training experience:

  • Meeting demonstrations
  • Classroom role play exercises
  • Needs analysis and risk tolerance integration
  • Commercial product concepts and application
  • Local event opportunities
  • Growing a referral base
  • Advertising in your area
  • Federal-specific software training

Contact Chris Lennan today to discuss how ProFeds can meet your training needs.

Call 540.907.4490 ext. 2 or click here to email.

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