The Retirement Readiness System gives you a proven methodology, a professional designation, a complete technology platform, and the infrastructure and support to build and grow a retirement practice — so you can focus on the work that matters.
The Retirement Readiness methodology was first built and proven in federal retirement planning — one of the most complex retirement environments in the country.
FERS, TSP, FEGLI, Social Security — these are specific, technical, and underserved. What worked there became the foundation for a broader Retirement Readiness System — expanding into state and personal retirement planning, with Military Retirement Readiness as a specialized program within Federal.
That's why advisors who start here develop an expertise that carries into every retirement conversation they'll ever have.
Every advisor's path is different. The Retirement Readiness platform is designed to support you at every stage — from earning the credential to building a full practice.
Every piece of the system exists for one reason — to make your next client meeting better than your last.
Greater platform participation reduces the upfront cost because advisors in those pathways build their production through the Retirement Readiness organization.
Earn the Certified Federal Retirement Specialist® designation and use the federal retirement methodology inside the practice you already run.
Experienced advisors who want CFRS® training and the designation without joining the Retirement Readiness platform or production organization.
Enrollment: $1,995
Annual renewal: $495/year
Bring your existing production into the Retirement Readiness platform and gain expanded compensation, markets, tools and resources.
Established life and annuity producers who want to expand into Federal and State retirement markets while using Retirement Readiness across their existing practice.
Initial enrollment fee: $995
Platform: $195/month
Annual CFRS® renewal: $495
Everything in the Retirement Readiness platform, plus:
Discussed privately with qualified applicants.
Production standards annualized for advisors entering during the year.
Build your retirement practice using the complete Retirement Readiness system with training, coaching, technology and support.
Advisors who want a proven process and hands-on support while building production.
Initial enrollment fee: $495
Platform: $195/month
CFRS®: Included for Federal-market participation
Annual CFRS® renewal: $495
Discussed privately with qualified applicants.
The Hub is the technology platform behind the Agency and Producer. CRM, AI Guide, interactive workbooks, readiness reports, marketing, financial resource center, calculators — all built specifically for retirement planning advisors.
This isn't another generic SaaS tool. It's a system designed around the way you actually serve clients.
A detailed walkthrough of the Hub will be available soon. For now, the best way to see it is to schedule a discovery call.
Schedule a Discovery Call