"Specializing in the Life Insurance and Retirement Needs of Federal Employees".
Better Than Fegli
Benefits Workshop Day
We also offer a full day session that incorporates all 4 of the above presentations with a 20-30 minute breaks and a 1 hour lunch break. This session also reserves John for an extra hour to field extra questions, etc.
Approx 6 hours and 40 minutes
Cost: $489 + travel expenses
Booklet fee: $15 per attendee
CSRS Retirement Planning
This session covers CSRS and the Survivor Annuity. Attendees will learn how to estimate their CSRS Pension and learn the confusing two tier formula used to compute the survivor annuity.
Also discussed are the Windfall Elimination Provision (WEP) and the Government Pension Offset (GPO).
Approx. 50 minutes
Cost: $249 + travel expenses
Booklet fee: $12 per attendee
FERS Retirement Planning
This session covers FERS, the Social Security Supplement, Social Security and the Survivor Annuity. Attendees will learn how to estimate their FERS Pension and Social Security Supplement along with getting a better understanding on how Social Security works and it's limitations. Furthermore, attendees will learn about the 2 levels of the FERS survivor annuity and what plans, provisions and alternatives are available.
Approx. 1 1/2 hours
Cost: $249 + travel expenses
Booklet fee: $12 per attendee
FEGLI- Highlighting it's strengths a pitfalls.
This session explains FEGLI in great detail and also explains which parts are a bargain, and which parts are not competitive with the private sector. Attendees will also about the different types insurance on the market and how evaluate their existing FEGLI and private sector insurance portfolio .
Approx. 1hour and 15 minutes
Cost: $199 + travel expenses
Booklet fee :$12 per attendee
TSP - How to manage it throughout your career and into retirement.
Just like the course title suggests, this session explains how to best select the appropriate TSP funds and manage them throughout their career. Also discussed is the MetLife Annuity and why it is advantageous to stay int he TSP after retirement versus rolling it into an IRA.
Approx 2 hours
Cost: $349 + travel expenses
Booklet fee: $12 per attendee
In addition to helping Federal Employees improve their life insurance and retirement portfolio on an individual basis, we can provide Federal Benefit training at the workplace. If you have a group of employees in need of benefit training we offer the following sessions:
We are able to waive our fees to the US Postal Inspection Service, US Secret Service, and the ATF due to the special relationship we have with these agencies.