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Be a Fiduciary. Help Federal employees understand what's needed for a successful retirement.

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Introducing a new program designed to assist advisors in ensuring the success of federal employees' retirement plans.
Be a Fiduciary.
Help Federal employees understand what's needed to have a successful retirement.

Tap into the opportunity-rich federal market with IAMS’ FederalBridge program!

Ready to become a federal benefits specialist with IAMS? FederalBridge 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.

How to Make Six Figures in the Federal Market Niche

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

Most Federal Employees

have virtually no knowledge of what
their benefits
actually are.

Course Includes

  • 9 Training Video Modules
  • Federal Employee Consultation Workbook
  • Proprietary Assessment Tool
  • 6 Appointments each week
Register Today
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Presented by:
Dave Baker
Fiduciary Investment Advisor

Learn More
Most Federal Employees

have virtually no knowledge of what their benefits actually are.

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.

    How it works

    First, the short version:

      1. We add pre-set appointments to your calendar each week
      2. You use our proprietary tool to conduct consultations
      3. You close the sale (and get the commission)!

        Now, the details:

          We’ll add six appointments to your calendar each week at a discounted cost. You only need to move contracts with our preferred providers over to IAMS.

          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%.”

            Sales Resources

            Your initial $2,500 deposit gives you access to 9 Federal Benefits Training videos: In-depth modules that show you the step-by-step sales process to position yourself as a federal benefits expert and prepare you to answer questions during your client consultations.

            As an IAMS agent, you can also access our online Sales Resources Library, featuring 24-hour access to financial concept pages, fact finders, presentations, and more.

            And the best part? After you make your first five sales, we refund your deposit!

              Register Today
              Login
              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