Expert Video Courses
Candid, advisor-focused courses on FERS, CSRS, TSP, FEHB, FEGLI, and Social Security coordination — taught by federal benefits specialists.
$99/month · $999/year · Cancel anytime
The Benefits Command Center for Advisors Serving Federal Employees
Expert courses, HR letter templates, and real-time federal benefits intelligence — searchable in seconds, built for advisors, not bureaucrats.
Cancel anytime
Everything Advisors Need
What's Inside the Members Portal
Six resource categories built specifically for financial professionals — not federal employees. Everything is tagged, searchable, and actionable in under three clicks.
HR Letter Templates
Downloadable, editable .docx templates to fix benefit discrepancies on behalf of your clients. No more drafting from scratch under deadline.
3D Tag Search
Filter resources instantly by Topic, Career Stage, and Media Type. Find the right resource in seconds — even during a live client call.
Breaking News Feed
Real-time OPM press releases, FedSmith updates, and Government Executive coverage — curated for advisors, not general audiences.
White Papers & Guides
Deep-dive reference documents on the federal benefits system — written at the advisor level, not the employee level.
Candid Planning Tips
Insider guidance from Cassie Graves and the Fed Options team — the nuance that official OPM documents leave out.
Simple by Design
How to Get Started
Open to any financial professional who serves federal employees. Create your account, choose a plan, and you're in.
Create Your Account
Sign up with your email address. Takes less than 60 seconds.
Choose Your Plan
$99/month or $999/year. Cancel any time — no questions asked.
Access the Command Center
Log in and immediately start searching courses, downloading templates, and applying federal benefits expertise to your client work.
Built for Specialists
Who the Members Portal Is Built For
The federal benefits system is one of the most complex in the world. This portal is for financial professionals who have committed to mastering it — or are ready to.
- Financial advisors building a federal employee niche practice
- CFPs and ChFEBCs who serve current or retired federal workers
- Insurance agents advising on FEGLI, FEDVIP, or Medicare coordination
- Benefits consultants supporting agencies with retirement transitions
- CPAs navigating TSP distributions and federal pension taxation
- Retirement planners who need FERS/CSRS answers fast — on live client calls
By the Numbers
300+Resources in the library at launch
3-clickMaximum navigation to any resource
24/7Access — no scheduling, no gatekeeping
Membership
Simple, Transparent Pricing
No gatekeeping, no approval process. Sign up, choose a plan, and access the full library immediately.
Monthly
$99 / month
Full access to every resource in the portal. Cancel any time — no questions asked.
- Full access to all 300+ resources
- All expert video courses
- HR letter templates
- 3D tag search
- Breaking news from OPM, FedSmith, and Government Executive
- Cancel any time
Best Value — Annual
$999 / year
Everything in the monthly plan — save $189 compared to paying month-to-month. That's nearly two months free.
- Full access to all 300+ resources
- All expert video courses — including new releases
- HR letter templates (.docx)
- 3D tag search — Topic, Career Stage, Media Type
- Breaking news feed — OPM, FedSmith, Government Executive
- Save $189 vs. monthly billing
Already a Fed Options Client?
Existing clients receive their first year at no charge — fully included with your client relationship. Prospect clients and referrals may also qualify for a discounted rate.
Common Questions
Frequently Asked Questions
Everything you need to know before joining — answered plainly.
What is the Fed Options Members Portal?
The Fed Options Members Portal is a subscription-based resource platform built exclusively for financial advisors who serve federal employees. It includes expert video courses on FERS, CSRS, TSP, FEHB, and FEGLI; HR letter templates; a 3D tag search system; real-time OPM and FedSmith news; and more — all in one searchable command center.
Who is the Members Portal designed for?
The portal is built for licensed financial professionals — CFPs, ChFEBCs, insurance agents, CPAs, benefits consultants, and retirement planners — who advise current or retired federal employees. It is not intended for federal employees themselves.
What federal benefits topics are covered?
The portal covers the full federal benefits system: FERS (Federal Employees Retirement System), CSRS (Civil Service Retirement System), TSP (Thrift Savings Plan), FEHB (Federal Employees Health Benefits), FEGLI (Federal Employees Group Life Insurance), Social Security coordination for federal workers, survivor annuity options, Medicare Part B coordination, OPM retirement processing, and FEDVIP dental and vision insurance.
How much does a membership cost?
Membership is $99 per month or $999 per year (saving nearly two months compared to monthly billing). Fed Options clients receive their first year at no charge as part of their client relationship.
Do I need to be a Fed Options client to join?
No. The Members Portal is open to any licensed financial professional who serves federal employees. Existing Fed Options clients receive their first year free via invitation.
What are the HR letter templates?
The portal includes downloadable, editable Word (.docx) templates that advisors use to communicate with HR offices and agencies on behalf of their clients — for example, letters requesting FERS retirement estimates, correcting FEHB enrollment errors, or documenting TSP beneficiary updates.
What is the 3D tag search?
The 3D tag search filters the entire resource library by three dimensions simultaneously: Topic (e.g., FERS, TSP, FEHB), Career Stage (e.g., mid-career, near retirement, in retirement), and Media Type (e.g., video, template, white paper). It is designed to surface the right resource in seconds — even during a live client call.
What is a ChFEBC designation?
ChFEBC stands for Chartered Federal Employee Benefits Consultant. It is a professional designation for financial advisors who have completed specialized training in the federal benefits system, including FERS, CSRS, TSP, FEHB, and FEGLI. The Fed Options Members Portal is a continuing education and reference resource designed to support ChFEBCs and advisors pursuing the designation.
Is there a free trial?
There is no free trial. However, account registration is free and requires no credit card — you only pay when you choose a plan. Fed Options clients receive their first year of membership free.
How current is the information in the portal?
The breaking news feed pulls real-time updates from OPM press releases, FedSmith, and Government Executive. White papers, courses, and templates are updated as OPM guidance, legislation, and COLA adjustments change.
Stop researching. Start advising.
$99/month or $999/year · Cancel anytime