The Financial Services Institute (FSI) is the only organization advocating solely on behalf of independent financial advisors and independent financial services firms. At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, objective advice to hard-working Main Street Americans. These are just some of the benefits and opportunities FSI has to offer.
We offer our members our members access to individual health insurance, large group and individual Disability Insurance, Term Life/AD&D, Gap and Accident Insurance at rates unavailable on the open market. The program also includes a robust Affinity Benefits program with discounts from leading industry service providers. Take a peek.
OneVoice is where CEOs and firm executives in the independent financial services industry gather annually. This event coalesces the industry’s best thinking, practices and collaboration. In 2021, it’s more critical than ever to unite our experiences and prepare to move #ForwardTogether into the future. Register now.
FSI Forum & Capitol Hill Day brings together independent financial advisors and firm executives to explore the legislative and regulatory issues impacting the industry. Get up to speed on the latest happening in Washington, D.C. and the states during this unique event on November 1-3, 2021! Registration coming soon.