PEO Medical — Solo Advisor

Solo Advisor

Currently, over 30% of our enrolled groups have been solo advisors, with no current staff members or partners in their practice. Please understand that in order to access our national large-group medical, dental and vision plans as a 1099 financial advisor, you must allow our partner, Insperity, to process a state minimum amount of payroll on you and put in place workers compensation and EPLI. The Insperity fee is $175.50 per month per full-time employee (not including insurance premiums or an optional 401(k)). This is the only legal and compliant way for 1099 advisors to access large-group medical plans.

We know this solution isn’t a fit for all sole practitioner advisors but you only need to set up a 30-minute discovery call and talk to Insperity briefly to find out.

If you understand the requirements and agree, please click below to read more about the program, and set up your discovery call.

* PLEASE NOTE: The CoveredAdvisor Long-Term Disability, Term Life/AD&D, Critical Illness & Accident insurance, Business Overhead insurance and staff of advisors plan are available now, a la carte, and separate from the Insperity offering.