About the Financial Services Institute (FSI)
The Financial Services Institute (FSI) has a clear mission to ensure that all individuals have access to competent and affordable financial advice, products and services delivered by a growing network of independent financial advisors and independent financial services firms.
At FSI, everything we do starts and ends with working to create a healthier, more business-friendly regulatory environment for our members – the independent financial services firms and independent financial advisors who provide affordable, unbiased advice to hard-working Main Street Americans.
The CoveredAdvisor member benefits program was launched in 2014 to provide Advisors & their Staff access to large group Disability, Life, PEO Medical/Dental/Vision, Accident and Critical Illness coverage, with plan provisions and premium rates otherwise unavailable on the open market. More than 15,000 Advisors and Staff have taken advantage of the program since 2014.
About Disability Specialists (DSI)
Since 1998, Disability Specialists has focused on serving Independent Advisors, Broker-Dealers and RIA’s to provide innovative and cost-effective insurance benefit solutions and remains the clear leader today. An Acrisure agency partner, DSI provides enrollment support and serves as the plan administrator for the CoveredAdvisor member benefits program.