Tap into the opportunity-rich federal market with Federal Bridge program!
Number of federal employees in the U.S.
as of October 2023
Average monthly account balance
(Federal Employees Retirement System)
as of April 2023
Average monthly account balance
(Civil Service Retirement System)
as of April 2023
Average annual income for federal employees
in Management occupations
Sources:
Federal Reserve Economic Data (FRED), St. Louis Fed, https://alfred.stlouisfed.org/series?seid=CES9091000001&utm_source=series_page&utm_medium=related_content&utm_term=related_resources&utm_campaign=alfred
TSP Investing Strategies, https://tspstrategies.com/tspstats/
U.S. Bureau of Labor Statistics, https://www.bls.gov/oes/current/999101.htm
Course Includes
- 9 Training Video Modules
- Federal Employee Consultation Workbook
- Proprietary Assessment Tool

Presented by:
Dave Baker FERSTM
Fiduciary Investment Advisor
Testimonials
How to Make 6 Figures in the Federal Market
First, the short version:
- Access our proprietary training system to become a Federal Market Expert
- Leverage our portfolio of preset appointment options to fill your calendar
- Use our proven sales process to drive more sales
Now, the details:
Any federal business written must be through IAMS with an approved carrier.
Then, use the provided Federal Employee Consultation workbook during each consultation to gather data from your client. As you explain their retirement benefits and options, an automated assessment tool updates the client’s information.
At the end of the appointment, you’ll have highlighted each client’s Three Problems and, ideally, they’ll conclude that you can help them accomplish their goals for a successful retirement.
Take it from Dave: “The automated assessment tool is a huge benefit. I wish I had this thing when I was out in the field. When I started implementing the process that this tool helps you do, my closing ratio increased by 30%.”
With a $1,250 startup fee, you can choose between two pricing options based on your needs.
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Basic Plan: For a $125 monthly fee, provides access to nine in-depth Federal Benefits Training videos, a Federal Employee Consultation workbook, and a proprietary assessment tool, guiding you through a step-by-step sales process to establish yourself as a federal benefits expert and confidently handle client consultations.
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Premium Plan: For a $1,250 monthly fee, includes everything in the Basic Plan along with 15 federal prospects per month – five of whom are guaranteed to set an appointment.
Both plans require an additional $495 designation maintenance fee starting in year two.
After completing the initial video training modules, agents can participate in ongoing live sales training.* As a registered IAMS independent agent, you can also visit our online Sales Resources Library, featuring 24-hour access to financial concept pages, fact finders, presentations, and more.