Federal Benefits Retirement Network
Key Demographic – Federal Employees 50-60 yrs of age,
$150,000 + investable net worth,
$70,000 + annual income.
Federal Benefits Retirement Network is a proprietary lead gen program of Brokers International Mountain States LLC. The program enables outreach to employees of agencies of the United States Federal Government through a combination of turnkey offsite and worksite based educational events. Qualifying advisors enjoy an assigned service area and conduct workshops within that area. For the prior year, average workshop attendance was 52+ with 67% requesting a complimentary retirement planning consultation with the sponsoring advisor.
Federal Benefits Educators LLC, a sister company to BIMS, conducts several hundred educational events annually on behalf of FBRN Advisor Network members. Participation includes initial training, co-branded customer engagement materials, business imagery and FBRN website branding. FBRN advisors enjoy well attended turnkey workshops, initial and ongoing training and case design support. Typical participant production after 24 months is in excess of $2-3mm annually. Results vary dependent upon assigned territory.
Program Inclusion Requirements:
- 3-5 years retirement planning experience and $1mm proven prior 12-month production.
- Contracting with "core" carriers as determined by Brokers International Mountain States LLC.
- Securities or IAR licensure or willingness to obtain.
- Workshop investment of $4,500 per event before discounts or reimbursement.
If you have questions, please contact a BIMS Relationship Manager to learn more
What our participants say:
"I have been in the FBRN program since 2007 and it is one of the foundations of my successful practice. The team at FBRN does a great job of providing well attended workshop events and I could not be happier with the results I have achieved for over a decade and counting."
Bill - Pacific Northwest
"Working with federal employees has become the dominant demographic in my practice. I could not have done that without the support of the FBRN program and their staff. I conduct 5 or more events annually and have hundreds of satisfied clients that I love to serve."
Jason - Midwest
"I am relatively new to the federal market. All I can say is Wow! These folks are the nicest clients I have had the honor to serve in my long career . They really desire our assistance and we have been very successful with the program. Five star recommendation for this market and FBRN for their assistance in making it possible."
Phil - Southeast
"We have used the FBRN program as a complement to the other private sector workshop programs we implement in our practice. In the five years we have been doing 2-4 additional federal market events annually we have increased revenues by about 1/3rd and are serving people who appreciate what we offer. Very satisfied."
Fred - Mid-Atlantic