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Annuities

Fixed index annuities are insurance products that offer potential interest earnings based on the performance of a market index, while also providing a guaranteed minimum interest rate.
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FEGLI

Established in 1954, the Federal Employee's Group Life Insurance Program covers over four million federal employees and retirees.
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Forms & Rule

Find out how the government contributes towards Basic insurance costs, providing financial support to help safeguard your family's future.
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TSP Basics

Delve into the fundamentals of the Thrift Savings Plan (TSP), your key to building a secure retirement future as a federal employee.
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Services

Explore our range of additional services designed to complement your federal benefits package, providing tailored support and resources to enhance your overall well-being and financial security.
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Life

Discover how age impacts insurance rates and why exploring alternative private market options may be beneficial as you plan for the future.
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Image of James “Jim” Holm

James “Jim” Holm

Client Services Manager

Our Account Manager, Jim is a former IT professional from the commodities market.

 He was also a franchisee for a Snap Fitness gym.

As a small business owner for over seven years, he understands your small business needs and challenges.
Jim has been married for over twenty years, has a son in college and boy/girl twins in high school.

He spends a good deal of his free time at their choir concerts, piano recitals, tennis and hockey games.
You can reach him at [email protected].

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