The Financial Services Institute (FSI) — the only trade association advocating solely for independent financial advisors with state and federal elected officials and regulators — understands the incredible burden of rising healthcare costs. Advisors, their staff and their families suffer from the costs of skyrocketing premiums and deductibles.

When advisors and their staffs can work unencumbered by financial concerns caused by healthcare costs at home, clients benefit, practices benefit, and you can maintain a sense of control.

FSI is proud to be the only trade association in the country offering financial advisors, staffs and families its new Advisor Group Health Plan at rates dramatically lower than the open market. This is not a healthcare discount or marketing agreement that any broker can find — these plans were written specifically for you.

Check the map on the homepage for medical plan availability in your state; if included, click ‘Get a Quote’ and complete the information to get started on a quote for your business. We will contact you personally and ensure you do not miss an announcement.

The FSI Advisor Group Health Plan has launched in 16 states with a goal of adding states throughout 2020. We are also offering members in all 50 states a great vision and dental plan even if a full healthcare plan is not yet available in your state.

Our goal is to provide something life changing for FSI members and their families — healthcare plans to improve your lives so that you can best serve your clients for years to come.

Check the Map

FSI is proud to be the only trade association in the country offering financial advisors, staffs and families its Financial Advisor Group Health Plan

The Financial Services Institute (FSI) — the only trade association advocating solely for independent financial advisors with state and federal elected officials and regulators — understands the incredible burden of rising healthcare costs. Advisors, their staff and their families suffer from the costs of skyrocketing premiums and deductibles.

When advisors and their staffs can work unencumbered by financial concerns caused by healthcare costs at home, clients benefit, practices benefit, and you can maintain a sense of control.

FSI is proud to be the only trade association in the country offering financial advisors, staffs and families its new Advisor Group Health Plan at rates dramatically lower than the open market. This is not a healthcare discount or marketing agreement that any broker can find — these plans were written specifically for you.

Check the map on the homepage for medical plan availability in your state; if included, click ‘Get a Quote’ and complete the information to get started on a quote for your business. We will contact you personally and ensure you do not miss an announcement.

The FSI Advisor Group Health Plan has launched in 16 states with a goal of adding states throughout 2020. We are also offering members in all 50 states a great vision and dental plan even if a full healthcare plan is not yet available in your state.

Our goal is to provide something life changing for FSI members and their families — healthcare plans to improve your lives so that you can best serve your clients for years to come.

Check the Map


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The Financial Services Institute and outside vendors have worked to provide an independent source of benefits, retirement, insurance, and HR services for the benefit of its independent members. Benefits, HR, retirement and insurance decisions, and sourcing are the responsibility of the business owners. A business owner’s decision as the employer whether or not to participate in the benefits and services provided is solely the his/her decision. Neither the Financial Services Institute, its subsidiaries, nor any outside vendors are fiduciaries with respect to such decision.