Financial Advisor FAQ
FedEd Advisor Training
When and where is the next FedEd Advisor Training?
Programs are offered throughout the year and all around the United States. We often work with brokers/dealers, insurance companies, FMOs, IMOs and other organizations to customize programs for their advisors. Please contact us to determine the availability and dates for the next program. Or call us to develop a program for your team.
FEBA Seminars Employee Benefits Seminars
Will the FEBA program materials need to be approved by my company?
In most instances, your compliance department will want to review the materials prior to providing approval to use them. Some companies also require review by a legal department, marketing department or seminar group. We will work closely with your compliance department to assist you in clearing our materials for your use. Simply provide us with the contact to work with, and we’ll relieve you of the time and effort necessary to obtain the approvals.
Which companies have approved your FEBA Seminar materials?
The following list includes brokers/dealers and insurance companies that have approved our materials for use by their representatives. If your company is not listed, please contact us to check the approval status.
- American National Insurance Co.
- Government Personnel Mutual Life
- Horner, Townsend, & Kent (Penn Mutual)
- Mass Mutual
- Next Financial
- Parkland Securities
- Questar Capital
- Raymond James
- Sanders Morris Harris
- Securities America
- Summit Brokerage Group (Now part of Cetera Advisor Network)