Financial Services Institute (FSI) members have exclusive access to group Long-Term Disability and group Term Life insurance through FSI’s CoveredAdvisor Benefits Plan:

• Insure 75% of your income, up to $25,000/month!
  • $10,000/month Group Disability coverage (Guardian)
  • $5,000/month Individual Disability coverage (Principal)
  • $10,000/month Excess Disability Coverage (Hanleigh/Lloyds of London)
  • Additional overhead expense & retirement security coverage available
• Up to $250,000 Group Term Life + $250,000 AD&D, including coverage for spouse and dependents
• Benefit Plan for Your W-2 Staff: bundled STD/LTD/Life/AD&D coverage
• Plan provisions & premium rates unavailable on the open market, leveraging the size of the FSI membership (37,000 financial advisor members)