FEDERAL
BENEFITS PRO
Joan Lane | (667) 644-1319
Your Expert for Your Retirement, Insurance, and Disability Benefits for Federal Employees
FEDERAL BENEFITS PRO
Maximize your TSP and FEGLI
Federal benefits and all the options can be confusing and complex. Selecting the right type of benefit can be a daunting task, and money can be left on the table.
Making the wrong choice can significantly have a negative impact to retirement, especially if you have had over your 20 plus years with the government.
At FedBenefitsPro, we can help you navigate the complexities of government benefits. We go through all the relevant choices so that you can get the most out of each area.
The most critical part is having a plan and preparing to deal with the various retirement issues:
- How much retirement income do I need
- How to minimize taxes
- When to take Social Security
- How to factor in Long Term Care
- How to leave a legacy for heirs
We specialize in Retirement, Insurance and Disability Benefits and work alongside you to inform and to educate so that you can make the right decisions regarding your money and your future.
Our mission is to provide you smart money strategies to optimize your retirement savings.
OUR SERVICES
FEGLY Analysis
Do you have enough coverage?
The Federal Government established the Federal Employees' Group Life Insurance (FEGLI) Program in 1954 to provide group term life insurance. We can help analyze the coverage, premiums, and how the life insurance carried into retirement may change over time so you can be better prepared.
GAP/Social Security Analysis
Will you have enough in retirement?
Social Security has changed. Through an individual analysis, we can help you know when you should consider claiming Social Security, provide strategies and tips to maximize your income, and minimize taxation.
Rollover of TSP/403b/457b/Deferred Comp
We can help you with this transition.
TSP, 403(b), and 457(b) are three retirement saving account types with their own unique features... and difficulties. We can help you make decisive elections on your options to better bolster your retirement benefits.
Survivor Benefit Analysis
Making sure you choose the right option.
We can help you wade through the myriad of options, pros and cons of making these difficult selections. Former spouse, new spouse, full survivor benefits & eligibility requirements are only a few of the many frequently asked questions that we can help guide you through.
Disability Insurance
Do you have enough?
Disability income protection programs can be difficult to find for federal employees. Let us help you understand how group insurance works, the differences between the types of coverages, discuss eligibility, and outline how to maximize coverage in the instance of a a prolonged injury.
You have worked hard for the government.
Knowing how and when to tap into your retirement savings is just as important as building it.
ABOUT
Joan Lane
*****.
JOAN LANE
CEO & OWNER FEDERAL BENEFITS PRO
YOUR FINANCIAL EDUCATION starts with our
MONEY SCHOOLS
An Educated Consumer is an Informed Consumer
Free Tips on How to Protect your Future Wealth and Health.
Our partners host and online Money School webinar are every other Monday night.
Hosted by key industry leaders, you will learn helpful hints and little-known secrets on how to save, keep, grow, and protect your money.
Visit Often. Topics change regularly.
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* MISSION ONE MILLION retails for $24.95, but I bought it for you!
Free eBook!
With every dollar there is an opportunity to spend it or save it.
CLICK BELOW to access a free copy of MISSION ONE MILLION by my colleagues, Merle Gilley and Steve Burton.
Together, the Mission ONE Million team has helped thousands take control of their money and create wealth.
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“Give a man a fish and he will eat for a day. Teach a man how to fish and you feed him for a lifetime."
~ Chinese Proverb
Joan Lane
Recommended Reading List
- Mission One Million (a MUST Read) by Merle Gilley and Steven Burton
- My family Financial Miracle by Merle Gilley
- Look Before You LIRP by David McKnight
- The Power of ZERO by David McKnight
- Money, Wealth, Life Insurance by Jake Thompson
- Paychecks and Playchecks by Tom Hegna
- Don’t worry, Retire Happy by Tom Hegna
- Guide to Social Security and Medicare by Tom Hegna
- The NEW Retirement Savings Time Bomb by Ed Slott
- Fund Your Future by Ed Slott
100% Free Consultation
No Cost. No Obligation.
Schedule A Time Convenient For You On My Online Calendar.
Meetings Can Be Conducted Virtually Online, In-Person and By Phone.
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