It’s true. Not every federal employee who attends one of your workshops, calls you, or walks through your door wants (or needs) your help. This is no different than any other niche market you may have worked with.
But ProFeds helps you make the most of every federal employee prospect that comes your way – ensuring both of you are satisfied with the end result.
As a ProFeds member, you’ll have all of the expertise, tools, techniques and support at your fingertips to help them make smart choices about their benefits with you as their financial coach.
After meeting with a federal employee using the proven ProFeds system, you’ll also be uniquely equipped to conduct a meaningful fact-finding session and determine what is important to them — which is the key to converting a prospect into a paying client.
ProFeds helps you make the critical connection to a federal employee’s financial needs and goals, and the products and services you have to offer.
The one-to-one ProFeds support structure will aid you in walking each client through the advantages and disadvantages of the various government programs and to paint a genuine financial picture that is simply too hard to ignore.
The result: You convert more prospects into clients — clients that trust you and refer you to others — growing your business in the federal market exponentially. Truly making this a rewarding experience.
Assess Your Client’s Situation with Fact Finders, Fact Sheets and Assessment Tools
Help your clients to better understand their current situation, and paint a clear picture of what the future holds. Some of our most popular tools are the tailored federal fact finders, and the risk assessment and insurance needs assessment worksheets
Provide Your Clients with Frequently-Requested Government Documents
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