A new kind of back-office support
for Financial Professionals
Simply schedule a call with us and let’s see how we can optimize the service you are currently providing to your federal employee community allowing you to focus on sales, growth, referrals, and more!
It's no secret that federal benefits can be CONFUSING even for financial professionals like you!
- Help federal employees and their spouses understand the consequences, good and bad, of an employees’ benefit choices now and in the future.
We do this by
- Supporting financial professionals with our services that includes clarifying the financial implications of each employee benefit.
- In addition, we provide guidance on completing forms, creating letters for HR to fix discrepancies, reviews of their retirement application package, etc…
Let us help you navigate through the complexities of the federal benefits and different employee types so you can be the superstar of your meetings with your federal employee prospects and clients!
The Fed Options, LLC focus
Reducing administrative burden
- Even with your best efforts, your time is finite, and hours are wasted every day on administrative tasks. Fed Options, LLC eliminates admin work by providing automated solutions for all your needs from analysis, notes, to applications and resources.
Improving customer service
- Embrace a future with less call volume and more satisfied customers! Fed Options, LLC offers a hassle-free interface that is easy-to-use and easy-to-understand, leading to less customer time on the phone and more time spent doing what you do best – serving as a financial professional focused on clients needs.
Saving money with an all-inclusive platform
- Fed Options, LLC offers a full suite of services from accurate benefits analysis, candid notes applications, resources, and links from trusted sources, as well as consultations for complexities – so there is no need to struggle searching for the right answers!
- Fed Options, LLC offers benefits analysis strategically put together for a conversation with federal employees versus a sales pitch, enhancing your trust, credibility, and rapport building with your clients.