Federal Market Advisor Program

Grow in the $735 Billion Federal Market with a Complete Platform That’s Put Advisors in Numerous Federal Agencies!

Throw out the hypotheticals and half-hearted promises by IMOs and other financial companies. If you are a consultative advisor that builds long-term client relationships and solves problems, this might be the opportunity you’re seeking. Advisors now have a way to gain access to federal facilities, set appointments with federal employees, and convert them into clients.

Between Safe Money and our partner, you have a complete platform with full-service support, federal benefits workshop presentations, and a proven path where advisors have been in numerous federal agency offices. Be invited/gain access to the facility as a workshop presenter. Enjoy a high appointment conversion rate, with a typical 60-65% at past workshops!

And then take advantage of our full-service federal support on the backend, where our reps have closed cases that are 3 – 10x the average industry case size.

Not Just a One-and-Done Deal for the Federal Market

Unlike other federal programs for financial advisors, with this platform you also have the “places inside the place,” where you can be introduced to other department heads inside a federal workspace and set yourself up for more federal benefits workshops. All too often, even in the federal market, advisors limit themselves to just one-and-done deals.

When you join our platform, you receive many resources to get in front of federal employees and carve out your niche space. Advisors have been in offices for:

  • Department of Housing & Urban Development
  • U.S. Border Patrol
  • Federal Bureau of Investigation
  • Veteran’s Affairs
  • Homeland Security
  • U.S. Treasury Mints
  • Many other agencies of the U.S. Government

Complete Support and Resources

Via this full-scale federal advisor platform, you’ll have access to many business-building resources and relationships:

  • Completely scripted federal benefits presentation for CSRS and FERS employees across the country
  • Direct affiliation and support from our non-profit partner, who for 30+ years has helped advisors gain access to federal agencies and 14,000+ other locations throughout the U.S.
  • Accompanying presentations highlighting benefits gaps for U.S. Government employees for retirement income planning, wealth protection, and family benefits – and how you help solve them.
  • Handbooks and reference materials so you can look up technical questions about federal benefits if needed.
  • First-hand documentation of the Federal Government’s mandate to provide education to all federal employees on an ongoing basis.
  • Full-service done-for-you integrated benefits analysis creation, benefits consulting, and other time-saving services from a proven federal benefits consultant just for you (separate cost – highly recommended).
  • Integrated benefits analysis software to create personalized benefits reports for federal employees (have relationship with TRAK software vendor).
  • Our team for ongoing sales concepts, ideas, and support.
  • Much, much more to fuel your growth and ongoing business activity.

Call us today at (800) 790-7791 to speak with a member of our team. We look forward to sharing how we can help you write your own success story.