Protect Yourself - FSI's New Health Insurance Program for Financial Advisors episode artwork

EPISODE · Mar 18, 2021 · 33 MIN

Protect Yourself - FSI's New Health Insurance Program for Financial Advisors

from Advisor Talk with Frank LaRosa · host Elite Consulting Partners

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.

Episode metadata supplied by the publisher feed · Published Mar 18, 2021

Embed this episode

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.

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

Protect Yourself - FSI's New Health Insurance Program for Financial Advisors

0:00 33:16

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

Frequently Asked Questions

How long is this episode of Advisor Talk with Frank LaRosa?

This episode is 33 minutes long.

When was this Advisor Talk with Frank LaRosa episode published?

This episode was published on March 18, 2021.

Can I download this Advisor Talk with Frank LaRosa episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!