Federal Employee Benefits & Planning

Retirement / Pension Planning

Federal Employees and TSP

This video is for any federal employee to help explain the need and benefit of an “in service distribution” rolled over into an Index Annuity with GIB Rider. You can exercise this option after you reach 59 1/2.

TSP / Income Planning

TSP Withdrawal

Talk about this portfolio piece–who you did it for and why, plus what the results were (potential customers love to hear about real-world results). Discuss any unique facets of the project–was it accomplished under an impossible deadline?–and show how your business went above and beyond to make the impossible happen.

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