UAF Training

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Introduction

Presentations 1 Topic

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Savings & Retirement Protection | Wealth Accumulation Education

NBS Manual 1 Topic

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Savings & Retirement Protection | Wealth Accumulation Education 1 Topic

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US Postal & Federal Bundle Presentation 1 Topic

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Federal Government Employees Retirement Presentation 2 Topics

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FERS – SSA Eligibility

Reference / Forms 16 Topics

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Suggested Book List

Federal Employee Retirement Preparation Checklist

Example of Paystubs (for Fegli INS amount example)

3 Buckets of Money

Worksite Conduct Procedures

Securing Private Information

Personnel Information Sheet

Privacy Act Form

Statement of Understanding

Agent Statement of Understanding

Levels of Qualification & Earnings (Enrollment Division)

Building Your Business Earnings 1 Topic

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Phone Track – Scripts – Approaches 3 Topics

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Prospect Building

Phone Techniques

How to get your phones call returned

Things to know – Industry Education 8 Topics

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7702 What It Means

Guide to Understanding Form SF-50

Medicare & The Federal Employee

When $1million becomes $600k

How does 401k work?

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