Tel: 706-407-2744    706-203-2005 



Section III: 

Understanding TSP

TSP forms MUST BE SUBMITTED

TO RECEIVING CARRIER ONLY

FEDERAL RETIREMENT

SYSTEMS TRAINING

Sect. VI:  FBPC Presentation

Section IV: FERS & CSRS Cheat Sheets

FERS Federal Employee Retirement System

CSRS Civil Service Retirement System

Sect. VII:  American Amicable

For a FREE BENEFIT ANALYSIS REPORT of your Federal Benefits, please complete the contact form below.

Free Benefit

Analysis

Report!


Federal Benefits Exchange LLC


This Training Page is for FBPC Advisors Only.

Encore

Sales Presenatation

Section II: 

Understanding FEGLI

Sect. VIII:  NassauRE

Retirement Software

Training

Additional Sales

& Training Tools

 FBPC Benefitn Analysis Presenatation

FEGLI TRAINING VIDEO

Section V:  Creating an Analysis Report

 Training 7-24-2019

Section I:

Appt. Setting Script  Data Forms

Federal Paystub How to read a Federal Paystub


Sales process from beginning to end:

Gather info, set appointments, create proposal, go over analysis with prospect, noting opportunities to sell FEGLI replacement, AmAm product, Surviving Spouse replacement, or intitiate TSP rollover.


1. Introduction to Federal Benefits

       a. FEGLI
         b. TSP
         c. Survivor Benefits
         d. FEHB
         e. How to gather info and set an appointment
         f. How to read a federal paystub

2. Federal Benefits Analysis Breakdown (Whats in the report)

3. How to Create a Proposal/Analysis (live walk-through)

4. Live Benefit Analysis Presentation

5. Sales Solutions

      a. AmAm solution (with live demonstration)
        b. Nassau Re product overview

           (TSP sales demonstration)
        c. AmAm/Anico product overview

           (FEGLI replacement demonstration)
        d. Surviving Spouse Benefit replacement

            (using AmAm)
        e. Federal Forms-what to use and when

6. How to network Federal Employees and gather referrals

7. Sales Tools Binder



TSP ROLLOVERS TRAINING