UAF Training

Introduction

1 Topic

Savings & Retirement Protection | Wealth Accumulation Education

1 Topic

Savings & Retirement Protection | Wealth Accumulation Education

1 Topic

US Postal & Federal Bundle Presentation

1 Topic

Federal Government Employees Retirement Presentation

2 Topics

FERS – SSA Eligibility

Reference / Forms

16 Topics

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

Phone Track – Scripts – Approaches

3 Topics

Prospect Building

Phone Techniques

How to get your phones call returned

Things to know – Industry Education

8 Topics

7702 What It Means

Guide to Understanding Form SF-50

Medicare & The Federal Employee

When $1million becomes $600k

How does 401k work?

Privacy Act Form

UAF Training Reference / Forms Privacy Act Form

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