AltaVida Capital

Military & Federal Benefits Partner Review

A focused review of the educational pathways, assessment experience and proposed handoff to an appropriately licensed professional.

How to complete the review

Select the military or federal pathway below.
Use TEST in the name fields and your preferred email if you want to verify delivery.
Do not enter real client information, Social Security numbers, account numbers, medical details or other confidential information.
Review the on-screen results, email, PDF and consultation invitation.
Return here and select Complete Partner Feedback.

Military pathway

Review the educational journey intended for service members, veterans, military retirees and eligible families.

Open Military Assessment Overview

Open Military Assessment Access

Federal pathway

Review the educational journey intended for federal employees and federal retirees.

Open Federal Assessment Overview

Open Federal Assessment Access

Open TSP + FERS Calculator

What we need you to evaluate

Whether the journey prepares a prospect for a productive consultation.
What information the case designer and closer require at handoff.
What should be collected only during licensed follow-up.
Which fields should transfer into Safe Money Solutions GHL.
Assignment, response-time and status-update requirements.

Complete Partner Feedback

These tools provide general educational information and do not make official benefit determinations or provide individualized legal, tax, investment, medical or insurance advice. Review AltaVidaSites Legal & Policies.