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One-third of Americans are employed by the federal government. Are you targeting them?

Market to federal employees in a low-pressure sales environment and expand your practice.

Looking for a simple, effective process that produces quality leads in a segment that doesn’t have a ton of competition?

With CreativeOne’s Your Federal Retirement system, you join a network that markets to the largest employer in the United States—the federal government—and generates leads that produce high-value prospects who are ready to convert federal pensions to financial products, life insurance and AUM.  

The program is best fit for process-oriented financial professionals in search of a long-term strategy, who also pride themselves in being relationship-focused.

WHAT’S IN IT FOR YOU?

Simple format with a DOD-approved workshop presentation and process.

Targeted via proprietary digital email and advertising strategy.

Expert federal retirement speaker included.

On-site federal retirement events available, but not guaranteed.

Opportunity to convert high-value prospects that often hold multiple pensions.

Confirmation series and speaker fees included.

Not a federal retirement expert? No problem! 

You don’t need to know every federal plan detail to guide prospects through the Your Federal Retirement marketing system. 

CreativeOne partnered with a nationally recognized and fully licensed federal benefits speaker group with decades of experience in the industry. Our speakers will travel throughout the United States conducting workshops for employees of all agencies of the federal government to help them take advantage of the retirement, life, health and other benefits provided to them by the U.S. government. Over the last 10 years, they have spoken to 20,000+ federal employees.

After the workshop is when your part in the process begins. 

On average, there is a three-week sales cycle following a workshop, with a three-appointment flow including:

1.

A fact-finding meeting.

2.

A gap analysis and TRAK planning. 

3.

Writing business and producing paperwork. 

Training on how to run this new type of appointment is provided, along with ongoing support via CreativeOne who handles client-acquisition marketing logistics. 

You simply show up to the workshop, run appointments and make sales!

Your Federal Retirement offers a long-term sales system to build a client book with an effective cost. 

On top of the workshop and event recruiting we provide with CreativeOne’s Your Federal Retirement system, implementing the process sets up a fantastic opportunity for organic growth over time. Federal employees are a tight-knit and dynamic group where word-of-mouth recommendations are king. As you develop ongoing client relationships and continue to market to your database, referrals snowball. 

Make Your Federal Retirement work for your practice! Space to take part in this unique system is limited. Contact your CreativeOne sales team to to learn more and apply today!

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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT FOR USE WITH THE GENERAL PUBLIC. 2020/2/13