UAF Training

Introduction
Presentations
1 Topic
Savings & Retirement Protection | Wealth Accumulation Education
NBS Manual
1 Topic
Topic
Savings & Retirement Protection | Wealth Accumulation Education
1 Topic
Topic
US Postal & Federal Bundle Presentation
1 Topic
Topic
Federal Government Employees Retirement Presentation
2 Topics
FERS
FERS – SSA Eligibility
Reference / Forms
16 Topics
Forms
Staff Listing
Suggested Book List
Survey Flyer
Federal Employee Retirement Preparation Checklist
Example of Paystubs (for Fegli INS amount example)
Fegli Form
3 Buckets of Money
Worksite Conduct Procedures
Securing Private Information
Personnel Information Sheet
Privacy Act Form
Tower B4 Form
Statement of Understanding
Agent Statement of Understanding
Levels of Qualification & Earnings (Enrollment Division)
Building Your Business Earnings
1 Topic
Topic
Phone Track – Scripts – Approaches
3 Topics
Prospect Building
Phone Techniques
How to get your phones call returned
Things to know – Industry Education
8 Topics
Things To Know
7702 What It Means
Annuities
Guide to Understanding Form SF-50
Medicare & The Federal Employee
When $1million becomes $600k
How does 401k work?
IRA vs 401k
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Forms

UAF Training Reference / Forms Forms


Worksite-Policy-Procedures-1Download
Securing-Private-Information-1Download
Personnel-Info-Sheet-3-2016Download
Hospital-Stay-RecoveryDownload
Statement-of-Understanding-AgentsDownload
Tower-Fast-PayTower Fast Pay B4
Referral-WorksheetDownload
Memory-JoggerDownload
Goal-JoggerDownload
Company-BreakdownDownload
Statement-of-UnderstandingDownload
PRIVACY-PRACTICEDownload
Levels-of-Qualification-EarningsDownload
Building-Your-Business-EarningsDownload
PRODUCT-FLOW-CHARTDownload
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