American Equity

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

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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.
Slider with alias hpslider1 not found. There is nothing to show here!
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 2025

$0

Average monthly account balance
(Federal Employees Retirement System)
as of June 2025

$0

Average monthly account balance
(Civil Service Retirement System)
as of June 2025

$0

Average annual income for federal employees
in Management occupations

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.

The Federal Market

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 they have some problems that they’ll 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%.”

          Pricing

          Get Started with Full Program Access

          $1,250 upfront training fee and $100 per month thereafter.

          Federal Bridge Training and 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 6 months cost)

          Extension Option

          • $125 - 12 monthly installments/year = $1,500 ongoing annual cost
          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

              Interested in learning more about
              the FederalBridge Program?

              Unlock exclusive access to the FederalBridge Program flyer with pricing details and receive our complimentary CSRS vs. FERS Cheat Sheet! Request yours by contacting your Sales Director at 800.255.5055 or fill out the form below.