A constant struggle for independent advisors is the ability to recruit and retain quality staff due to the lack of access to a benefits package. Our Staff Benefits package gives advisors an easy way to attract and retain quality staff with this guaranteed-issue plan.

The Staff Benefit Bundle includes term life and accidental death and dismemberment (AD&D), short-term disability and long-term disability. We can even cover the spouses of your staff members.

NO ASSOCIATION MEMBERSHIP REQUIRED: Group medical, dental, vision and individual disability insurance

ASSOCIATION MEMBERSHIP REQUIRED: Group disability, group life/AD&D, critical illness and staff benefits

Disability Specialists is the plan administrator for the Financial Services Institute’s (FSI) CoveredAdvisor Program, which covers more than 15,000 members. FSI membership dues, which are pro-rated, are $199 annually for advisors and $49 annually for staff. And your nominal dues will help fuel FSI’s critical advocacy mission on behalf of your business and your clients’ access to your advice.

TO LEARN MORE, REQUEST A QUOTE OR APPLY GO HERE

(Copy the code AGB and paste it into the CoveredAdvisor website, linked above)