Financial Advisor FAQ

FedEd Advisor Training

When and where is the next FedEd Advisor Training?

Programs are offered throughout the year and all around the United States. We often work with brokers/dealers, insurance companies, FMOs, IMOs and other organizations to customize programs for their advisors. Please contact us to determine the availability and dates for the next program. Or call us to develop a program for your team.

FEBA Seminars Employee Benefits Seminars

Will the FEBA program materials need to be approved by my company?

In most instances, your compliance department will want to review the materials prior to providing approval to use them. Some companies also require review by a legal department, marketing department or seminar group. We will work closely with your compliance department to assist you in clearing our materials for your use. Simply provide us with the contact to work with, and we’ll relieve you of the time and effort necessary to obtain the approvals.

Which companies have approved your FEBA Seminar materials?

The following list includes brokers/dealers and insurance companies that have approved our materials for use by their representatives. If your company is not listed, please contact us to check the approval status.

  • American National Insurance Co.
  • Government Personnel Mutual Life
  • Horner, Townsend, & Kent (Penn Mutual)
  • Lincoln
  • Mass Mutual
  • Next Financial
  • Parkland Securities
  • Questar Capital
  • Raymond James
  • Sanders Morris Harris
  • Securities America
  • Summit Brokerage Group (Now part of Cetera Advisor Network)

How do I order FEBA Seminar workbooks? Is there a minimum order?

Our FEBA Seminars ‘Understanding Your Federal Benefits’ workbooks (both full-day and half-day) can be ordered by contacting us by phone or email. You must have a valid FEBA license to order materials. We require a minimum order of 10 workbooks. Advisors pay for the cost of the books and shipping. To minimize shipping charges, and to provide adequate time for printing and shipping, we recommend ordering books at least two weeks prior to your program.  Even better, order an inventory of books to keep on hand. Some advisors even use our workbooks to guide their personal discussions with individual Federal employees.

Do you have customized FEBA Seminars marketing materials that I can use to develop business?

Yes. We can customize a single-page promotional flyer that can be used to market your seminar program to Federal agencies. The customization can include your name, firm, address, email, and phone. In addition, it should be reviewed and approved by your compliance, legal, marketing and seminar groups prior to use, and will include any compliance-approved language required by your company.

This promotional flyer can be produced on glossy paper for folding into a standard business envelope with your card, or can be printed on card stock that can be inserted into a large envelope. Here is a Sample Benefits Promotional Flyer. A supply of these promotional pieces can be customized; contact us for more details.

We also offer a magazine-style introduction brochure on glossy paper that can provide a more thorough introduction and explanation of the services you can provide. This piece can be used to walk through the advantages of FEBA Seminars during a face-to-face meeting with a Federal agency contact. Because the magazine-style piece is more expensive to produce, we don’t recommend mailing it in an unsolicited manner. Contact us for a quote for a supply of these introduction brochures.

The introduction brochure can also be purchased as a heavy-duty, glossy, coil-bound brochure printed on laminated card stock. This provides a useful track book that you can use to introduce the FEBA Seminars program during a face-to-face meeting.

Which Federal agencies have you worked with?

We’ve worked with advisors to conduct employee benefits briefings for employees at many different Federal agencies, and the list is growing. To see the most updated list of agencies that we’ve worked with, take a look at our latest Client List.

 

Return to the FedEd Advisor Training Program page or

the FEBA Seminars Employee Benefit Seminars page

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