Help Federal employees understand what's needed to have a successful retirement.

Help Federal employees understand what's needed to have a successful retirement.

Tap into the opportunity-rich federal market with Federal Bridge program!

Ready to become a federal benefits specialist? Federal Bridge offers independent agents like you a comprehensive and supportive framework to enhance their business, from streamlined appointments and cutting-edge tools to valuable resources and financial incentives.
0
million

Number of federal employees in the U.S.
as of October 2023

$0

Average monthly account balance
(Federal Employees Retirement System)
as of April 2023

$0

Average monthly account balance
(Civil Service Retirement System)
as of April 2023

$0

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

  • Federal Employee Consultation Workbook
  • Bi-Monthly Live Training Sessions
  • 48 Downloadable Resources
Register Today
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Rick Katz

Coach and Founder

Financial Professional
Registered Federal Contractor
Federal Benefits Specialist

Learn More
Most Federal Employees

have virtually no knowledge of what
their benefits
actually are.

Most Federal Employees

have virtually no knowledge of what their benefits actually are.

How it works

First, the short version:

    1. Access our proprietary training system to become a Federal Market Expert
    2. Leverage our portfolio of preset appointment options to fill your calendar
    3. 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, the client will see that they have some problems that they need your help with.

        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.

        “Using the Future Value calculations within the workbook makes a huge difference. When I started implementing this as a part of my close, my closing ratio increased by 30%.”

          Get Started with Full Program Access

          This program is available through a single,
          streamlined pricing option designed to give
          qualified agents everything they need to succeed.

          Must be producing 1.5 million in annuity premium with IAMS to qualify for this program. 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.
          $100
          /mo
          After $1,250 One-Time Training Fee
          - (due at enrollment)

          Federal Bridge Training
          & Software Membership Includes:

          • Full access to the Federal Bridge platform
          • Access to 4kast proprietary software
          • Required pre-training course videos
          • 3-day virtual live training led by Rick Katz
          • Ongoing access to training resources and recorded content
          • Continued participation in live trainings and educational sessions

          First 6 months

          $100 - 6 monthly installments (when using Discount code: Agent25)

          $1,250 upfront fee

          $1,850 first six month's cost

          Extension Option

          $125 - 12 monthly installments/year

          $1,500 ongoing annual cost

          Enroll today to gain full access to the training,
          tools, and live support that drive real results.

          Register
          Get appointments. Do a consultation with a proprietary tool. Close the sale and get the commission.

          Each week, agents will get 6 appointments put on their calendar. By being a part of the IAMS Fed Team, the cost for these appointments will be discounted.

            Federal Employee Consultation Workbook...
            with our Automated Assessment Tool.

              • This tool allows you to gather data from your client, while just having a conversation.
              • When completed, the personalized workbook is automatically filled in for you with your client’s information.
              • You go through the workbook with your client, explaining their retirement benefits and options to them
              • Every Federal Employee will have Three Problems, you will show/highlight these problems to them and they will come to their own conclusion that they need help to accomplish their goal of having a “successful retirement”...It almost closes the business for you.
              • 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%.
              - By following our step-by-step sales process, doing the consultation exactly as we teach it, and having the answers to their questions….because you are the expert.
              You will easily be able to close the sale and make a really good living…..while HELPING PEOPLE
              • 1
                Put down a $2,500 deposit – Gets you access to the 9 Modules of Federal Benefits Training Videos

              • 2

                Move your contracts……. only for our “preferred providers”, over to IAMS

              • 3

                After you make your first five sales………. you get your original investment ($2,500) back