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Program Details & Costs

How does the Fed Pilot program work and what are the costs? 

This page will walk you through how the program works and possible associated costs.

 

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The Fed Pilot program is customized for you.

Each advisor or group does things differently. 
We have partnered with top businesses we trust to bring you resources to make sure you are successful.

You choose what things you want to do yourself.  What you don’t want to do you can hire someone else to do for you.
It all depends on how you want to spend your time and how much money you are willing to spend for support services.

 

Let’s go through the program piece by piece so you have all the facts.

4 QUESTIONS

To make this all simple, all we need to do is ask four questions.

1) LEARN

How well do you know the federal retirement program?

 

2) MARKET

Who will market your event?

 

3) EVENT STYLE

Do you want a webinar
or in-person event?

 

4) MEETINGS

Who will do the meeting-prep activities?

And now, for the details…

1) LEARN the fed benefits programs

Like all other programs, the government didn’t make the retirement programs simple to understand. They are complex and always changing.  So much so that HR can’t even keep up. 
You will need a good base understanding of the benefits.  

A knowledge of the benefits is a requirement. 

If you don’t know what you are talking about, federal employees will sniff that out in a moment and they will tell their coworkers. 
Here are some resources that will help you get up to speed and stay there.
course
thumbnail-FHlong

FEDERAL RETIREMENT MASTERCLASS FOR FINANCIAL PROFESSIONALS

This Masterclass will bring you up to speed so that when you are in front of a federal employee you will be able to speak their language and feel comfortable talking to them.  This online course has 7+ hours of video content plus documents, homework, and live support.

If you have not exclusively worked with federal employees for some time, this is most likely needed.

FED HUB

Stay up-to-date on federal benefits and the best business practices with an online community of other financial professionals who serve federal employees from across the nation. Get updates, best practices, ideas, business tips, and more. 

This is optional, but very strongly suggested for everyone, regardless of knowledge level.

$1,997
$99/month or $1,089/year

CLICK FOR DETAILS

course
$1,997

FEDERAL RETIREMENT MASTERCLASS FOR FINANCIAL PROFESSIONALS

This Masterclass will bring you up to speed so that when you are in front of a federal employee you will be able to speak their language and feel comfortable talking to them.  This online course has 7+ hours of video content plus documents, homework, and live support.

If you have not exclusively worked with federal employees for some time, this is most likely needed.

thumbnail-FHlong
$99/month or $1,089/year

TAP FOR DETAILS

FED HUB

Stay up-to-date on federal benefits and the best business practices with an online community of other financial professionals who serve federal employees from across the nation. Get updates, best practices, ideas, business tips, and more. 

This is optional, but very strongly suggested for everyone, regardless of knowledge level.

2) MARKET the event

Now that you know the basics, it’s time to market your first event. 
You have two choices.  
1) You can be responsible for filling the room. There are many ways to do this.  You can choose whatever way works for you: Social media ads, calling agency contacts, mailing flyers, using current employee contacts. Or, if you have a marketing program that works, this might be the best option for you.
 
2) We can fill the room for you.  Don’t worry about the marketing.  Rather, use your valuable time to do what you do best (meet with employees) while we take the marketing load off your shoulders and fill the workshop for you.

(Available in most, but not all geographical areas.)
(Prices shown in the next section.)

EMPLOYEE LISTS

Purchase a list of federal employees.  This one-time cost can be used to market all of your workshops.  Our trusted business partner, Nigel at NCM Lists, will give you a quote and supply you with emails of federal employees.  Then use an email service to email invitations with a link to the registration page.

EMAIL TO FEDERAL EMPLOYEES

If you don’t want to bother with writing the email headlines and scripts and scheduling the emails, and then maximizing for open rates and CTRs, we can do that for you. Give us your purchased list and we will market to them.  This extra service is only charged per person who attends that came in through our marketing effots. If you decide to market in other ways at the same time, you won’t be charged for attendees who come in through your marketing efforts.

To give you an idea, a list of over 20,000 names is approximately $4,000

CLICK FOR DETAILS

Email service ~ $200/mth

$50/attendee

through our marketing efforts and

$0/attendee

through your marketing efforts

3) WORKSHOPS

This is the fun part.  We don’t present boring, glitchy workshops. We will deliver only professionally produced events that are engaging and look great and WOW the audience. Kevin Jones has developed and delivered trainings for 25+ years, has a masters in organizational learning, and is a professional speaker on stage. He has carefully created an experience federal employee rave about. The program earns 4.9+ out of 5 stars and the attendees are eager to meet with you after the workshop is over.
 
Each event includes: Registration website and form; email and text reminders for participants; a professionally trained presenter; the presentation; workbooks for attendees; a detailed report of who attended with their contact info and their feedback.
 

WORKSHOP TOPICS

These are the topics we cover in every event.

– Principles of Retirement
– CSRS & FERS Pensions
– Special Retirement Supplement
– Social Security
– FEHB, Federal Employee Health Benefits
– FLTCIP, Federal Long-term Care Insurance Program
– SBP, Survivor Benefits Program
– FEGLI, Federal Employee Group Life Insurance
– TSP, Thrift Savings Program

WEBINARS

These aren’t your typical Zoom webinars.  These 3-hour events look and sound professional, like a TV show but they are interactive. Produced live with you on camera some of the time, attendees participate, ask questions and give feedback in real-time.

(Optional cost: Depending on your setup, you may want to upgrade your video & audio equipment to make yourself more professional.)

IN-PERSON

Live workshops start at 9am and go to about 4pm. In addition to the workshop cost, you are also responsible for securing a meeting room (like at a hotel or library) and supplying a lite lunch for everyone who attends, and lite snacks and drinks, like coffee, water, and pastries.

Fed Pilot provides printed copies of the workbook for all attendees, name tags, & sign-in sheets.

You Market:

$4,000 / webinar
(Max 120 registrants)

We Market:
$1000 (to hold the date)
+ $175/attendee
You Market:

$5,000 / workshop
(Max 60 registrants)

We Market:
$2000 (to hold the date & for travel & supplies)
+ $175/ attendee

WEBINARS

These aren’t your typical Zoom webinars.  These 3-hour events look and sound professional, like a TV show but they are interactive. Produced live with you on camera some of the time, attendees participate, ask questions and give feedback in real-time.

(Optional cost: Depending on your setup, you may want to upgrade your video & audio equipment to make yourself more professional.)

You Market:

$4,000 / webinar
(Max 120 registrants)

We Market:
$1000 (to hold the date)
+ $175/attendee

IN-PERSON

Live workshops start at 9am and go to about 4pm. In addition to the workshop cost, you are also responsible for securing a meeting room (like at a hotel or library) and supplying a lite lunch for everyone who attends, and lite snacks and drinks, like coffee, water, and pastries.

Fed Pilot provides printed copies of the workbook for all attendees, name tags, & sign-in sheets.

You Market:

$5,000 / workshop
(Max 60 registrants)

We Market:
$2000 (to hold the date & for travel & supplies)
+ $175/ attendee

4) MEETINGS with employees

This is where you will shine.  During the workshop we tell them you will meet with some or all of them (your choice) for two meetings: no cost, no obligation, no sales pitch.

 
MEETING #1: You gather their information and get to know them.
MEETING #2: You deliver a personalized, comprehensive report on the benefits we covered in the workshop and answer any of their questions.
 
If that’s all they want, great. You are happy to get them going (and they tell their friends). And if they want more help, you are happy to provide that as well.
 
If you do it right, there is very little need to sell because they will see the gap, understand the need, and proactively ask for your recommendations.

GET A SPECIALIZED ASSISTANT

After the event, you will need to follow up with the attendees by email and/or phone to schedule appointments with you.  If this doesn’t sound appealing to you, you can use our trusted business partner, EVOLVD, to do it for you.  They will reach out to all the participants, set up meetings and deal with with cancellations and reschedules.

This is turnkey – EVOLVD is experienced & has processes in place specifically for Federal Employee Leads. No guesswork for you on how to follow-up, when to call, etc.. It’s done-for-you, so you can focus on what you do best!

OUTSOURCE YOUR REPORTS

First, the reports must be correct. If not, you can lose credibility. Plus, they can get complicated.  And creating reports takes time – time away from you meeting with employees.  And each software has different capabilities, strengths and weaknesses.  Plus, they don’t tell you what isn’t there, or about opportunities to further help the employee, or which piece of the benefits code to look at in case you are being challenged to prove that a program works in a specific way.  That’s where our trusted business partner, Fed Options, comes in. 

They create accurate, branded reports using the software that best fits the employees’ needs. In addition, they give you insights into how to best serve the employee, as well as little known rules to use or to watch out for that could turn you into a superhero in the eyes of the employee.  Essentially, these reports make the conversations easy, which lead to sales.
CLICK TO CONTACT.

Monthly packages starting at

$299

CLICK TO CONTACT

$630-$850
annually for software
 
$300-600/mth
depending on how many reports are created.
 

GET A SPECIALIZED ASSISTANT

After the event, you will need to follow up with the attendees by email and/or phone to schedule appointments with you.  If this doesn’t sound appealing to you, you can use our trusted business partner, EVOLVD, to do it for you.  They will reach out to all the participants, set up meetings and deal with with cancellations and reschedules.

This is turnkey – EVOLVD is experienced & has processes in place specifically for Federal Employee Leads. No guesswork for you on how to follow-up, when to call, etc.. It’s done-for-you, so you can focus on what you do best!

Monthly packages starting at

$299

CLICK TO CONTACT

OUTSOURCE YOUR REPORTS

First, the reports must be correct. If not, you can lose credibility. Plus, they can get complicated.  And creating reports takes time – time away from you meeting with employees.  And each software has different capabilities, strengths and weaknesses.  Plus, they don’t tell you what isn’t there, or about opportunities to further help the employee, or which piece of the benefits code to look at in case you are being challenged to prove that a program works in a specific way.  That’s where our trusted business partner, Fed Options, comes in. 

They create accurate, branded reports using the software that best fits the employees’ needs. In addition, they give you insights into how to best serve the employee, as well as little known rules to use or to watch out for that could turn you into a superhero in the eyes of the employee.  Essentially, these reports make the conversations easy, which lead to sales.
CLICK TO CONTACT.

$630-$850
annually for software
 
$300-600/mth
depending on how many reports are created.

DEVELOP YOUR OWN REPORTS

Do you want to do the reports yourself?  Unless you have access to a system that provides a report on ALL the federal benefits presented in the workshop, you will need to purchase access to one of the 3rd-party software products.

$850 – $1,000
annually for software

DEVELOP YOUR OWN REPORTS

Do you want to do the reports yourself?  Unless you have access to a system that provides a report on ALL the federal benefits presented in the workshop, you will need to purchase access to one of the 3rd-party software products.

$850 – $1,000
annually for software

Cost Scenarios

If we put this altogether, how much does it all cost? 
 
Well, it depends on how much you want to do yourself.
 
Let’s take a look at a couple of scenarios.

(These are only examples. Your situation may be different.)

SCENARIO #1 – SEASONED DO IT YOURSELFER

You are looking to do as much as you can by yourself or you have a team to do it for you. You already know the benefit programs inside & out. In this case, the only cost will be the workshop.

TOTAL
Webinar = $4,000/each

TOTAL
Webinar = $4,000/each

SCENARIO #2 – SEASONED BUT WANT A LITTLE HELP

You know what you are doing, but you want to strike a balance between doing some yourself and allowing others to do some of the more difficult parts for you.  And you want to make sure you are staying up-to-date on all the changing benefits and get ideas of what works for other advisors. So you decide to do an in-person event, do the marketing yourself, but have the reports created for you.

In this case, you may want to join Fed Hub, sign up for an online mass email service and do the reports yourself.

MONTHLY
‣ Fed Hub = $99
‣ Reports ~ $300

YEARLY
‣ Reports ~ $850

EACH EVENT
‣ Workshop = $5,000

(marketing costs on your own)

MONTHLY
‣ Fed Hub = $99
‣ Reports ~ $300

YEARLY
‣ Report Software ~ $850

EACH EVENT
‣ In-Person Workshop = $5,000

(marketing costs on your own. 
eg. purchase mail list, use Constant contact to send emails, etc.)

SCENARIO #3 – SEASONED BUT WANT TO FOCUS

You know federal benefits well, but you want to focus on what you do best: meeting with federal employees.  Other than that, you want to outsource everything else so you can spend time on the things that make you money.  You also want to do an in-person event.

In this case, you will want to join Fed Hub, allow us to market for you, allow EVOLVD to set your appointments, and have Fed Options create your reports.

ONE TIME
‣ List ~$2,000 – $4,000

MONTHLY
‣ Fed Hub = $99
‣ Appointments = $299
‣ Reports ~ $300

YEARLY
‣ Reports ~ $850

EACH EVENT
‣ In-Person = $2,000 + $150/attendee

MONTHLY
‣ Fed Hub = $99
‣ Appointments = $299
‣ Report Software ~ $300

YEARLY
‣ Report Software ~ $850

EACH EVENT
‣ In-Person = $2,000 + $150/attendee

SCENARIO #2 – NEW AND WANT A LOT OF HELP

On the opposite end of the spectrum, you have helped a few federal employees before, but haven’t focused your practice on them yet. You still need help learning about them so you can sound intelligent and so you can give them the most accurate information.

Because of all the newness, you want others to do as much as they can for you until you get your feet under you and then decide what to take back.

ONE TIME
‣ Online Masterclass = $2,000
(one time charge)

MONTHLY
‣ Fed Hub = $99
‣ Appointment Follow up
(through EVOLVD)= $299
‣ Reports (through Fed Options) ~ $300

YEARLY
‣ Reporting Software
(through Fed Options) ~ $850

EACH EVENT
‣ Webinar = $1,000 + $175/attendee

ONE TIME
‣ Online Masterclass = $2,000
(one time charge)

MONTHLY
‣ Fed Hub = $99
‣ Appointment Follow up
(through EVOLVD)= $299
‣ Reports (through Fed Options) ~ $300

YEARLY
‣ Reporting Software
(through Fed Options) ~ $850

EACH EVENT
‣ Webinar = $1,000 + $175/attendee

Your situation is
probably a bit different.

It may fall in between those two examples.
But that will get you started to help you decide what you want to do and how much it will cost.

 

REMEMBER

You choose what parts you want to do and what parts you want others to do for you.  This allows you to customize the program to fit your current needs and to grow with you in the future.

4 QUESTIONS

Let’s make this simple again.  Just answer these questions.

1) LEARN

How well do you know the federal retirement program?

 

A: “Really well”. Join Fed Hub to stay on top of changes and to get new ideas for your business.

A: “Not so well.” Take the Masterclass to get a solid base knowledge and then join Fed Hub.

2) MARKET

Who will do your event marketing?

 
A: “I will.”  Great!
 
A: “I need someone else to do it.”  Either have a 3rd party help you with your marketing, or use our resources.

 

3) EVENT STYLE

Do you want a webinar or in-person event?

A: “Webinar.”  PRO: Most everyone is comfortable with webinars now.  Less cost and less time.  CON: You don’t connect as much as an in-person event.

A: “In-Person.” PRO: Allows you to connect more.   CON: More cost, more time.

4) MEETINGS

Who will do the meeting-prep activities?

 
A: “I want to do them.”  PRO: Less cost.   CON: Pulls you away from focusing on serving federal employees.
 
A: “I want someone else to do them.”  PRO: You can focus on what you do best.  CON: Costs more.

WHAT’S NEXT?

Schedule a call with Kevin and walk through the 4 Questions with him. 

This will help you gain more clarity and help you decide which options are best for you.

 

 

Schedule a call with Kevin.