Policy levels

A Comprehensive, affordable benefit package bundle for Staff of Advisors

Plan Overview

Life Coverage
Staff Benefit Bundle
The Staff Benefit Bundle includes a three-product bundle of Term Life/AD&D, Short Term Disability (STD) and Long Term Disability (LTD). Coverages are issued by The Prudential Insurance Company of America.
Eligibility
  • W-2 employee of a licensed financial advisor/firm, working a minimum of 30 hours per week
  • Active Advisor Staff Membership of the Financial Services Institute
Short-Term Disability
  • You have two options at time of application
    • 14 Day Elimination Period covering 70% of Weekly Earnings
    • 29 Day Elimination Period coverage 60% of Weekly Earnings
  • Maximum weekly benefit is $1,000
Long Term Disability
  • Elimination Period: 90 Days
  • Monthly Benefit: 60% of weekly earnings, up to $10,000 Maximum*
  • Maximum Benefit Period: Normal Retirement Age under the Social Security Act
Life / AD&D Insurance
  • $50,000 of Life Insurance and $50,000 Accidental Death & Dismemberment benefit
  • Includes Accelerated Benefit Option 1
New Coverage Options Now Available – add to the bundled coverage!*
  • Additional Term Life/AD&D coverage – up to $250,000 for you, $125,000 for your spouse, and $10,000 for each of your dependent children
  • Critical Illness and Accident Insurance coverage
Enrollment

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Call us at (888) 279-8348; email us at FSIPlan@gotodsi.com for more detailed plan information, or request a quote below:

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