Guiding you towards a clear, promising view of tomorrow.
What should I expect?
Your benefits analysis will be conducted over a scheduled phone call whenever it is most convenient to you. All you’ll need is 30 minutes, and access to basic information on your leave and earnings statement. The counselor will move efficiently through your benefit selections and discuss each one in detail. There will be plenty of time to ask questions, and we will assist you in making decisions based on what you’ve learned. Following the session, look out for an email with your personalized benefits summary attached.
*In order to respect your privacy, we do not require any sensitive or confidential information.
What will we discuss?
Whether you are young in you career, midway through the climb, or approaching retirement, here are the topics we will cover:
The Federal Employee Group Life Insurance program:
Your coverage and costs while employed and into retirement.
Retirement Annuity:
We will calculate your future monthly income based on your choice of three potential retirement ages.
Thrift Savings Plan:
Contributions, matching, projected balance and income choices at retirement.
Social Security:
Estimate your monthly income and discuss when to begin receiving payments.
The Federal Employee Health Benefits plan:
Your coverage and costs while employed and into retirement.
Medicare:
How medicare integrates with your FEHB insurance and what coverage gaps might leave you exposed.