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FSI CoveredAdvisor Benefits Program

Financial Services Institute / FSI CoveredAdvisor Benefits Program

FSI CoveredAdvisor Benefits Program

As a member of the Financial Services Institute, you are eligible to participate in FSI
CoveredAdvisor Insurance and Affinity Benefits Program. There are many FSI sponsors and vendors that offer products and services at discounts that could benefit you and your business. Benefits include:

AFFINITY BENEFITS

Operations & Technology

  • Voice Dictation
  • VoIP
  • CRM
  • Data Aggregation
  • Office Supplies
  • Shipping
  • Record Retention
  • Website Creation & Content

Marketing & Communications

  • Email Content
  • Lead Generation
  • Seminar Marketing & Content
  • Public Relations

Research, Analysis & Financial Planning

  • Alternatives Research
  • Financial Planning
  • News Publications
  • Portfolio Analysis

Human Resources

  • Identity Theft Protection
  • Coaching Programs
  • Continuing Education

INSURANCE BENEFITS

For Financial Advisors:

  • Insure 75% of your income, up to $25,000/month!
    • $10,000 per month Group Disability guaranteed-issue coverage
    • $5,000 per month Individual Disability coverage
    • $10,000 per month Excess Disability coverage
    • Overhead Expense and Retirement Security coverage available
  • Up to $250,000/$250,000 Group Term Life/AD&D
  • New! Critical Illness & Accident Insurance for independent advisors

For W-2 Staff of Advisors:

  • Comprehensive STD/LTD/Life/AD&D bundled coverage
  • One Rate – All Ages. Premium is based on Staff Income only
  • Sample Staff premium: $40K Annual Salary = $37.00/month
  • Staff must join FSI to participate: only $49 annual membership fee (13 cents a day)