Exclusive Group Insurance Benefits for Advisors & Staff
Whether you’re a solo advisor or have staff, you have access to large-group benefits including Health, Dental & Vision, Disability, Life/AD&D and more. We cover advisors, staff and family.
Advisor Health Plan
The Advisor Health Plan features a nation-wide PPO in all 50 states. Both solo advisors and advisors with staff qualify. 600,000+ in-network doctors and hospitals. A true alternative to the high prices and limited networks on the open market.
Dental & Vision
Offering both standalone dental and vision plans. Enjoy access to individual dental and vision as well as group plans.
Disability
Exclusive group disability at rates and provisions unavailable on the open market built for independent advisors. Individual policies are stackable and available as well. Replace up to $35,000 in income per month until age 70.
Critical Illness & Accident
Our “gap” coverages can help with expenses that medical insurance doesn't cover. Guarantee issue.
Group Life/AD&D
Enroll in group term life once and stay insured until age 75. Up to $2 million in life and accidental death & dismemberment (AD&D). Cover spouse and children. Limited and expedited underwriting - apply online with no medical exam required.
Staff Benefits
Retain and recruit high-quality staff with an affordable bundle of benefits: Life, AD&D, short and long-term disability. Guarantee issue.
Applying for a bundle of plans makes getting insurance coverage quicker and easier. You can choose to apply for them individually or as a bundle. Medical, dental and vision are guarantee issue and enrolled on a standalone basis, not bundled.