The federal employee market presents a very steep learning curve for nearly every financial professional. Between the complexities of the benefits, and the uniqueness of their planning needs, there is definitely a lot to absorb.
Plug-in to the ProFeds program and help is just an email or phone call away.
Between the complexities of the benefits themselves, and the financial planning aspects of integrating those benefits into your financial planning process — many planners struggle with how to make all of this come together (and be profitable at the same time). Understanding how the benefits behave is the first step in knowing how to craft a commercial alternative.
Need help with developing the benefits reports you provide to your prospects? You’ll be glad to know that’s included in your monthly membership. That’s right — we will assist you with up to 10 client cases per month and provide all the back office support you need.
Get One-to-One Client Case Support With the Federal Market’s Leading Expert
Because ProFeds works exclusively with federal benefits cases — and we have processed thousands of them — we are uniquely able to identify key information quickly and systematically, and provide members with extraordinary client case support not offered elsewhere
Add a Federal Retirement Benefits Expert to Your Deliverables Team
Schedule time with Chris in advance, and she’ll dial into your client meeting as your on-the-spot expert
Member Hotline: Contact Chris Kowalik When You Need Help — Virtually Anytime
You can reach Chris on the toll-free ProFeds Hotline, or contact her by email to get her help when you need it.