Health insurance is an important issue for financial advisors considering independence. Among the primary concerns are how to navigate the process of establishing health insurance and the ultimate cost. To-date the choices and resources for establishing health insurance for independent financial advisors have been limited at worst and confusing at best, but that has all changed with the launch of a new health insurance program by the Financial Services Institute (FSI). In this episode, Elite Consulting Partners CEO Frank LaRosa is joined by Chris Paulitz, Head of Strategic Initiatives at FSI, for an in-depth discussion of the organization’s new health insurance program and the benefits the program offers to advisors.
Key discussion items related to the FSI health insurance program include:
*the history behind FSI’s development of this proprietary health insurance program and how it is a game-changer for advisors.
*the qualifications for enrollment, most importantly that an advisor can register as an individual for major medical coverage for themselves and their families as long as they have a federal tax ID or CRD number.
*the financial savings the FSI health insurance program offers advisors and the specifics of the program itself.
*how to take advantage of the FSI health insurance plan, whether you are a sole practitioner or part of a team.
There is no doubt that financial advisors will sit up and take notice of the FSI health insurance program and want to learn more. For those advisors wishing to explore the new FSI health insurance option, or receive a rate quote, information is available at www.AdvisorHealthPlan.org. For those advisors interested in other FSI programs, among them life insurance, long term disability, short term disability, individual and group policies, and more, visit www.FSIbenefits.com and enter access code FSI4ME.
