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Building a Better Life for Financial Advisors Across the U.S.

Federal Employee Benefits Evaluation

CLICK HERE TO SET A DAY AND TIME TO VISIT WITH A BENEFITS SPECIALIST

Out of the more than two million individuals employed by the Federal Government, it is quite possible that you, and many others, could have important questions regarding your federal benefits. A limited understanding of FEGLI, your Pension, Survivors Annuity, FEHB, and Thrift Savings Plan could cost you thousands of dollars during your working career, and even larger amounts of money during your retirement.

Please take a few moments to complete the requested information below.

Do you know when you will be eligible to retire? *

Yes

N/A

What year would you like to retire?

Do you understand how to read all of the codes on your pay stub or LES? *

Yes

N/A

Do you know how to calculate your expected monthly retirement income? *

Yes

N/A

Do you know how to maximize your Social Security income? *

Yes

N/A

Do you know the 2022 maximum annual contribution to the TSP? *

Yes

N/A

Do you know the monthly cost of the Survivor’s Annuity? *

Yes

N/A

Do you know what percent of your retirement annuity you or your spouse will receive? *

Yes

N/A

Are you aware of how the TSP Modernization Act has affected your TSP? *

Yes

N/A

Do you know what the annual cost of FEGLI will be at retirement? *

Yes

N/A

Are you interested in learning how to obtain a tax free income in retirement? *

Yes

N/A

Do you have plans to participate in the Federal Long Term Care Insurance Program? *

Yes

N/A

Are you interested in learning more about your Federal Benefits and receiving a complimentary personalized Federal Retirement Analysis? *

Yes

What benefit topic is of most concern to you?

Name: *

First Name

Last Name

Email: *

Phone: *

(###)

###

####

Age: *

Employing Agency:

Service Computation Date:

YYYY

Thank you!

*By contacting Jason Stelter NPN#3310680/Lexington Financial, LLC NPN#17481987 you may be provided with information regarding the purchase of insurance products, including fixed index annuities and life insurance. *Advisory Services are offered by Jason Stelter, CRD#6825856 through Lexington Financial Advisors, LLC, CRD#289164, DBA Triple Crown Wealth Management, a Registered Investment Advisor in the States of Kentucky, Ohio, Tennessee, Virginia, West Virginia, or other jurisdictions where legally permitted. Insurance products and services are offered through Lexington Financial, LLC, a related insurance company. Lexington Financial, LLC NPN#17481987, and Lexington Financial Advisors, LLC CRD#289164, are not affiliated with FERS, FEGLI, Thrift Savings, or any government agency.

CONTACT US FOR MORE INFORMATION

Name *

First Name

Last Name

Email *

Phone *

(###)

###

####

FMO Affiliation *

I would like more information on:

"The Informed Fed" Book Package

Federal Employee Benefit Training

Insurance Product Sales Training

Federal Employee Workshops

Federal Marketing Consultation

Federal Benefit Radio Show

Direct Mail/Email Campaign

Digital Marketing Campaign

Message

Thank you!

Contact Info:

tracy@federalemp.org

Corporate Office

1531 East Bradford Parkway
Suite 301
Springfield, MO 65804

Phone: 855-214-6534

Fax: 417-881-3767

Mon-Fri: 8:00 AM - 5:00 PM CST

Tracy Mitchell & Associates

1531 East Bradford Parkway , Suite 303-B,

Springfield, MO 65804

855-898-4949 tmitchell@federalemp.com

Hours

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