Investment Strategy & Portfolio Intelligence Affinity Benefits

Advanced research and specialized planning solutions designed to enhance portfolio construction, improve retirement outcomes, and deliver differentiated investment strategies.

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Abacus Life
An alternative asset manager that helps clients unlock the value of their life insurance policies through transparent, ethical solutions in the life settlement market. FSI members receive a one-time free mortality verification audit for your firm (up to 10,000 individuals).

Alphalytics Research
Subscription-based business cycle insights transforming complex data into actionable intelligence, helping financial professionals make smarter, growth-oriented decisions. FSI members receive a complimentary 6-month membership.