• How We Help Advisors Succeed

    Whether you’re a top-producing advisor or just starting
    to build a practice, we offer the support you need to scale
    and grow your business.
    Letter From The CEO

  • Investacorp Fast Facts

    Want to learn more about us?
    Get the facts on our company structure, products
    and services we offer and operational support.
    Investacorp Fast Facts

  • True Transitions Experts

    Whether you’re a top-producing advisor or just starting to
    build a practice, we offer the support you need to
    scale and grow your business.
    Transition

  • The Broker Dealer for Entrepreneurs.

    Join Now

Investacorp Advisors Receive Access to Group Health Plan Offering

Group Health Plans Available for Qualified Investacorp Advisors, Their Staff & Families

 

Financial advisors affiliated with Investacorp, Inc., now have access to group health plans offered by the Financial Services Institute (FSI), a business-friendly regulatory advocate for independent financial firms and advisors.

To qualify, financial practices must have at least two or more eligible people (partners and/or full-time employees) under one tax ID.

 


 

Group Health Plans Overview

FSI is offering advisors health plan solutions in all 50 states as well as Washington D.C., including:

– In 16 states, groups of 5+ may enroll in a Humana plan, which offers savings up to 20% compared to the open market.

– In 44 states, groups of 2+ may enroll in a National General plan, which utilizes the Cigna and Aetna networks.

– In all 50 states, advisors may enroll in a vision and dental plan offered by leading carriers.

– In the 6 states which, by law, FSI may not offer plans, FSI will still walk groups of 2+ through the Affordable Care Act plans and drive discounts by bundling (those states are DE, HI, MT, NC, NH and NY), as well as D.C.

Advisors do not need to be an FSI member to receive a quote. However, membership is necessary if advisors choose to enroll in coverage. You may join FSI as an advisor or as an advisor’s staff member.

 


 

A Word from Investacorp’s President & CEO

“At Investacorp, we understand how challenging it is for advisors to secure affordable, quality health care,” said Patrick Farrell, Investacorp’s President and CEO. “In support of advisors, their teams and families, the Financial Services Institute is proactively working to resolve these hurdles by offering health plans at more affordable rates compared to the open market. Furthermore, it’s likely that as advisors purchase health plans through FSI, their savings will increase as FSI’s purchasing power increases. Therefore, I encourage advisors to obtain a complimentary quote. Working together, we can improve the financial leverage and health of independent financial advisors, while strengthening an advisor’s ability to provide competent financial advice for all.”

 


 

Frequently Asked Questions (FAQs)

For more information regarding FSI’s group health plan offerings, access the FAQs here.

 


 

For more information, please contact:

Leslie Vigil
Senior Vice President of Business Development
Investacorp, Inc.
O: 305-901-1825
LVigil@investacorp.com

 


 

For Financial Professional Use Only

2020-04-21T17:19:33+00:00April 21, 2020|