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Financial Advisor Membership

WEBClick the button below to join online—membership fee $199. Join Now! To print a membership form to fill out and mail with a check, click here. Financial Advisor …

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URL: https://financialservices.org/membership/financial-advisor-membership/

FOR MEMBERS OF THE FINANCIAL SERVICES INSTITUTE …

WEB5 FSIWashington www .facebook .comFSIinDC www.financialservices.org FSIWashington www .facebook .comFSIinDC www.financialservices.org 4 FSI recently rebranded …

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CoveredAdvisor Benefits Program

WEBCoveredAdvisor Benefits Program. Access to large group and individual Disability Insurance, Term Life/AD&D, Critical Illness and Accident Insurance at rates you cannot …

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FOR MEMBERS OF THE FINANCIAL SERVICES INSTITUTE FSI’S …

WEBFSIWashington www .facebook .comFSIinDC. www.financialservices.org. 2. DEAR FSI MEMBERS, During this time of market turmoil, social distancing and . anxiety, it is

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Financial Literacy Resources

WEBThe Financial Services Institute (FSI) was founded in 2004 with a clear mission: to ensure that all individuals have access to competent and affordable financial advice, products …

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THE ECONOMIC IMPACT OF FSI MEMBERS

WEB5 The economic impact of FSI members is widely distributed among all 50 states (plus Washington D.C.) mainly because independent financial advisors have a different …

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FSI Joins Coalition to Protect and Promote AHPs Formed to …

WEBMembers of The Coalition to Protect and Promote Association Health Plans are committed to working with federal and state policymakers to strike the right balance …

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STANDARD OF CARE COMPARISON CHART

WEBSTANDARD OF CARE COMPARISON CHART SEC Regulation Best Interest, Massachusetts Fiduciary Rule, New Jersey Proposed Fiduciary Rule and Iowa …

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Voice of Independent Financial Service Firms & Financial Advisors

WEBAdvocacy Priorities. Our principal goal at FSI is to promote a healthier regulatory environment for independent financial services firms and their affiliated …

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INDEPENDENT CONTRACTOR

WEBea 1 Overview The Independent Broker-Dealer business model — in which a broker-dealer retains a sales force of registered representatives (RRs) as independent contractors, …

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CoveredAdvisor 2.0

WEBFSI’s CoveredAdvisor benefits program now includes a Certified Professional Employer Organization offering access to bundled health coverage, HR compliance, payroll, …

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YOUR FINANCES MATTER, TOO. WE CAN HELP PROTECT THEM.

WEBYOUR FINANCES MATTER, TOO. WE CAN HELP PROTECT THEM. 1040116-00001-00 *Summary of Survey Findings for “What Do You Know About Disability Insurance,” Life …

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Empowering Generations Through Financial Literacy Downloads

WEBYoung adults can benefit from a focused discussion of the benefits of financial freedom. While the specifics may vary on an individual level, the high level focus should include …

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Membership Portal

WEBJoin fellow FSI members to meet with key policymakers. You will be briefed by FSI staff and our Albany policy consultants to prepare you for meetings with key …

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InterWeb Insurance E&O Program

WEBWe are here to help! Contact InterWeb Insurance: 866 – 277 – 7162. Deanna Cordea, Vice President, [email protected]. Kathy Phipps, Vice President, …

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Outside Business Activities

WEB1 financialservices.org The Financial Services Institute, Inc. (FSI) is the advocacy organization for independent broker-dealers (IBDs) and independent financial advisors. …

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