Financial Planners Get More Clients With New Certification
Financial planners are getting new clients from a seemingly unlikely market sector:
U.S. federal government employees.
"Federal employee benefits programs are very complicated. Only the best trained financial planners are able to service this market," says Judy Snow, founder of Federal Employee Benefits Specialist, Inc. (FEBSI) (http://www.FEBSI.com) and developer of the Certified Federal Employee Benefits Specialist (CFEBS) training and certification program.
The CFEBS program equips financial planners, insurance agents, accountants, investment advisors, stock brokers, tax preparers, and other professionals with a thorough understanding of federal employee benefits and associated retirement planning. "Achieving CFEBS certification helps financial planners to learn the ins and outs of these benefits programs and to reach federal employees who are in need of quality financial planning services," Snow explained.
Snow is a 20-year veteran financial and estate planner, who has more than 10 years experience in assisting federal employees.Snow says the federal and postal employee market ? consisting of more than. 2.5 million workers ? is often overlooked by the financial planning community.
U.S.
federal government employment statistics indicate that approximately 50% of federal workers will be eligible to retire in the next five years.
"The opportunity in this market for financial planners is a goldmine. Thousands of federal employees have $500,000 or more invested in a 401(k)-like savings plan.
These are funds that can be rolled over into other investment options at retirement," Snow states.
Snow also points out that in addition to investment options, federal employees face many important decisions regarding health, life and long-term care insurance options, as well as special tax considerations.CFEBS training courses ? offered by independent study or conducted on-site at financial service firms -- provides professionals with numerous helpful training materials.
The materials include resources to help the professional identify the retirement needs of federal employees, as well as strategies on the best ways to reach potential clients in this market.Snow states that hundreds of financial professionals now hold the CFEBS certification or are enrolled in the course, which was first offered in 2003.
Information on the CFEBS program can be found at http://www.FEBSI.com or by calling FEBSI at 1-800-696-3505.???? Federal Employee Benefits Specialist, Inc.
is a private, woman-owned small business in Castle Rock, Colo., and is an affiliate corporation of the Snow-Cap Agency, Inc. (http://www.snow-cap.com), a leading producer of employee benefits seminars and workshops for federal workers..
Take My Advice and Stop Being a Loser
"You've won a new car!" Who wouldn't like to hear those words, be it from Bob Barker or Pat Sajek, or like over 200 lucky audience members, from Oprah Winfrey? Mega-instant winners are raking in the goodies with monster home re-models, complete body makeovers and million dollar prizes. But when the bright lights fade and the TV cameras are gone, the winner can feel like a loser with an enormous tax bill.A recent Wall Street Journal article pointed out the tax consequences these prize-winners face. Even someone in the lowest state and federal tax brackets who won a car on Oprah would owe an extra $6000 in taxes. If they were in the highest bracket, they'd have to shell out an extra $12,000. Even someone below the poverty level would lose $4000 in refundable tax benefits and have to pay over $1000 in taxes!Few of us will ever win the lottery or reality TV show jackpot, but there are hidden tax consequences to the actions used to help our children or avoid probate.
Every day well-meaning...
Take My Advice and Stop Being a Loser
Financial planning > Take My Advice and Stop Being a Loser
Spreadsheet Programs - Powerful Tools for Organizing and Managing your Business
Spreadsheet: A table of rows and columns, free for the entry of data, or formulae for calculating actions on those data. Each row or column is said to contain many ?cells' and these cells serve as ?homes' for every shred of information. Many spreadsheet applications nowadays have functionality above and beyond the traditional, offering a variety of charts, look-up tables, databases and more functionality than can be mentioned here.
Regarded as a very effective and reliable means of data management, monitoring valuable financial data, as well as optimizing processes involving frequent data entry and manipulation, spreadsheet programs have rapidly become popular among businesses of all types and sizes. Elaborate, properly constructed spreadsheets greatly simplify a wide range of activities and processes within companies, enabling business owners to economize valuable time and effort, increase the efficiency of their business (Analysis), keep track of different tasks, manage...
Financial planning > Spreadsheet Programs - Powerful Tools for Organizing and Managing your Business
COMPUOFFICE SOFTWARE INC. ANNOUNCES THE BEST VALUE IN WEBSITES FOR INSURANCE PROFESSIONALS AT ONLY $99 PER YEAR.
(ContentDesk) October 3 2003--CompuOffice Software Inc., a North American leader in the field of independent multiple company life insurance comparison and analysis software, is introducing best value website service for individual life insurance advisors, agents and brokers.
This best value service includes full web sites, e-mail facilities, and real-time, on-line life insurance comparisons.
The annual all-inclusive price is set at ONLY $99 per year for individual life insurance advisors, agents and brokers who subscribe to the LifeGuide? Professional Software in Canada or to the CompeteUS? software in the United States.
At the all inclusive price of only $99 per year for the service, individual life insurance advisors, agents and brokers can now easily afford to have their own individual, professional and independent websites for the lowest, and most reasonable rate.While the price, at only $99 per year, is the lowest in the market, the service package is...
Financial planning > COMPUOFFICE SOFTWARE INC. ANNOUNCES THE BEST VALUE IN WEBSITES FOR INSURANCE PROFESSIONALS AT ONLY $99 PER YEAR.
A New Unique Financial Service is Ready to Launch
(ContentDesk) July 3, 2006 -- Fusion ATS is proud to announce the launch of a new and unique service.Websters Dictionary defines the term Fusion as the merger to two separate elements into one unified whole.
The Fusion of two of the worlds two most lucrative industries as taken place.Fusion ATS
is here....Fusion ATS is a group of full time currency traders, investors & and professional network marketers. This diverse group as developed a opportunity for investors, traders and marketers. A good friend told me many months ago about a opportunity that was coming in the near future. A opportunity that is so far surpass that of any I have ever seen.
A Service that is a a true must have for any one concerned with their individual financial security. A compensation plan that can pay hundreds and even thousands a month on each referral from any level.The near Future as arrived....????I approached with caution a hint of scepticism only to protect myself,
My...
Financial planning > A New Unique Financial Service is Ready to Launch
Military payday loans! The before pay check financial fiasco, is history now
Working under the most prestigious service of the country ? military ? and still struggling with ends to meet! Are finances crumbling on you? And you thinking of another job? Will it easy to maintain two jobs? How would it affect your life? Is there a guarantee that the second job will solve the financial crunch? Military payday loans can offer respite from these queries, if your cash problems are temporary. ?Temporary' is the term to concentrate when you are applying for military payday loans. Only small lived financial problems can sanction military payday loans. Urgent medical needs, several bills, and unplanned expenses which are not covered by paycheck ? military payday loans are normally meant for these ?emergency' situations. Military payday loans are not very different from usual payday loans.
Also known as cash advance loans, they are offered to qualified military personnel on their ability to repay the loans. For military payday loans, a borrower has to give a post dated...
Military payday loans! The before pay check financial fiasco, is history now
Financial planning > Military payday loans! The before pay check financial fiasco, is history now
COMPUOFFICE SOFTWARE INC. ANNOUNCES THE BEST VALUE IN WEBSITES FOR INSURANCE PROFESSIONALS AT ONLY $99 PER YEAR.
(ContentDesk) October 3 2003--CompuOffice Software Inc., a North American leader in the field of independent multiple company life insurance comparison and analysis software, is introducing best value website service for individual life insurance advisors, agents and brokers.
This best value service includes full web sites, e-mail facilities, and real-time, on-line life insurance comparisons.
The annual all-inclusive price is set at ONLY $99 per year for individual life insurance advisors, agents and brokers who subscribe to the LifeGuide? Professional Software in Canada or to the CompeteUS? software in the United States.
At the all inclusive price of only $99 per year for the service, individual life insurance advisors, agents and brokers can now easily afford to have their own individual, professional and independent websites for the lowest, and most reasonable rate.While the price, at only $99 per year, is the lowest in the market, the service package is...
Financial planning > COMPUOFFICE SOFTWARE INC. ANNOUNCES THE BEST VALUE IN WEBSITES FOR INSURANCE PROFESSIONALS AT ONLY $99 PER YEAR.
Financial planning Financial Planners Get More Clients With New Certification skirt
Real Estate Internet Marketing Guide Shines a Light on the Top 7 Myths of Search Engine Optimization for Real Estate Professionals
Chicago, IL (ContentDesk) February 4, 2006 -- To help real estate professionals turn their websites into lead generators and make their internet marketing efforts more profitable, Computer Super Guy, LLC is offering a free guide titled "The Truth About Real Estate Websites and Search Engine Optimization: The Top 7 Myths About Optimizing Your Real Estate Website for the Search Engines." The free guide is filled with down to earth information about using search engine optimization to boost real...
Financial planning Financial Planners Get More Clients With New Certification
Financial planning > Real Estate Internet Marketing Guide Shines a Light on the Top 7 Myths of Search Engine Optimization for Real Estate Professionals
Financial planning Financial Planners Get More Clients With New Certification
Financial planning mattresses Financial Planners Get More Clients With New Certification
Financial planning Financial Planners Get More Clients With New Certification