The Program
Everything you need. Delivered day one.
Five components. One package. Everything you need to look — and perform — like a national federal benefits authority from the day you sign.
01 · Your Branded Website
A federal benefits site — with your name on it.
You get the same website structure our in-house advisors use: the agency bar, the FERS / FEGLI / FEHB / TSP explainers, and the flagship Personalized Benefits Analysis Report request form that turns a visitor into a booked appointment.
- Your headshot, name, and bio on the homepage hero.
- Your calendar link on every call-to-action button.
- Your phone and email on every page and every confirmation.
- Custom domain, hosting, and SSL — fully managed for you.
- Mandatory non-affiliation disclosure — pre-installed and compliant.
Your Federal Benefits Advisor
Know exactly what your federal benefits are worth.
Request My Analysis
- FERS Pension Projection
- TSP Analysis
- FEGLI Life Insurance Review
- FEHB Into Retirement
- Survivor Benefits Planning
02 · 50 Fresh Federal Leads
A pipeline that never runs dry.
50 fresh, opt-in federal leads land in your CRM at launch — prospects who raised their hand requesting a benefits review. Federal, postal, and military audiences. Reorder on demand at pass-through cost, zero markup.
Included with Launch
50 fresh federal leads delivered with your launch package — nothing more to buy on day one.
Never Shared
Your leads, your list, your relationships. Never resold, never recycled to another agent.
Lightly Qualified
Federal, postal, and military employees only — filtered before they hit your CRM.
Reorder On Demand
Order additional leads any time at $50 per lead — pass-through cost, zero markup, 50-lead minimum.
03 · CRM Included
A CRM built to close.
Not a spreadsheet.
A robust CRM platform that houses every incoming lead, tracks every touch, and gives you the tools to work them at scale — emails, texts, and a predictive dialer, all in one place.
Every lead. Every touch.
Leads auto-loaded and tagged on arrival. Full contact history — calls, emails, texts, notes — attached to every prospect record.
Email + text templates
Pre-built federal-benefits outreach sequences: first touch, no-answer follow-up, appointment reminders, post-analysis nurture. Send one at a time or drop into automation.
Predictive dialer built in
Work your list without hand-dialing. Auto-skip no-answers, log dispositions, and drop pre-recorded voicemails — roughly 3× the connects per hour.
Configured, not DIY
Pipelines, disposition tags, cadences, and templates delivered pre-loaded for federal benefits sales. You log in and work leads. That's it.
One platform. One login. Zero setup on you.
04 · Federal Benefit Specialist Training
Trained. Confident. Ready to close.
An on-demand Federal Benefits video training library plus one full day of live 1-on-1 training with our team — so you know FERS, TSP, FEGLI, and FEHB cold before your first lead drops.
Federal Retirement Fundamentals
FERS, CSRS, and hybrid systems. Pension math, high-3 calculation, and MRA rules.
TSP Deep Dive
Fund selection, glidepaths, catch-up contributions, and rollover strategy at retirement.
FEGLI + Life Insurance Gap
Basic and Options A/B/C, retiree premium reduction, and private-market alternatives.
FEHB Into Retirement
The 5-year rule, Medicare coordination, and the FEHB survivor advantage.
Survivor Benefits + Estate Basics
SBP elections, survivor annuities, and gap planning for spouses.
The Analysis-Call Playbook
How to deliver the Personalized Benefits Analysis and convert it to a paid client.
05 · Analysis Software Platform
The tool that turns prospects into clients.
The Federal Benefit Analysis Software Platform generates a full personalized federal-benefits picture in minutes — delivered to the prospect and walked through personally. The same platform our in-house advisors use to close.
FERS Pension Projection
High-3 math, service years, and the MRA-to-62 income shape.
TSP Analysis
Balance projections and retirement-income modeling by fund allocation.
FEGLI Review
Retiree premium curves and gap analysis against private alternatives.
FEHB Into Retirement
5-year eligibility, plan continuation, and Medicare coordination.
Survivor Benefits Gap
SBP elections and a life-insurance coverage recommendation.
Annual Refresh
A free annual update — turning every client into a renewable relationship.
Next Steps
All five, included in every partner package.
See exactly what it costs, what it returns, and how fast the launch fee pays for itself.