Created by advisers, for advisers, this award-winning web-based system helps advisers build fully customized Investment Policy Statements (IPS) quickly and easily. FPA members can take advantage of a discounted rate on their first year's subscription.
LifeLock Identity Theft Protection Program
Every three seconds another identity is stolen. Protect your identity with LifeLock, the leader in identity theft protection. Get 30 days free and 10% off.
Markel Cambridge Alliance
The E&O program provided through Markel Cambridge Alliance for Registered Investment Advisers (RIA) and independent Investment Advisery Representatives (IAR) offers stability, quality of coverage and excellent customer service at a discount to FPA members. Markel Cambridge Alliance has been a long-term partner with FPA and has provided this coverage since 1988.
MetLife Auto & Home®
As a member of the Financial Planning Association you have access to valuable features and benefits, including special group discounts on auto insurance. Plus, if you decide to choose MetLife Auto & Home, the switch will be made quickly and easily. Learn more about the benefits of your auto insurance program from MetLife Auto & Home.*
Protected Tomorrows is an international advocacy firm headquartered in the Chicago area that enhances the lives of people with special needs by providing training programs to professionals who work with families with disabilities. Protected Tomorrows helps financial professionals manage business risks, assist in practice growth and deepen relationships with clients who have a loved one with a disability through its expertise and educational resources. FPA members receive a 15% discount to Protected Tomorrows Professional Membership Program as well as discounts on products and services.
Ryan Insurance Strategy Consultants – Long-term Disability
Guaranteed issue acceptance for up to $10,000 of monthly benefit is available to new members who apply within 60 days of joining FPA. (All other members can apply medically.) This group disability plan, underwritten by Standard Insurance, is up to 75% less expensive than individual policies with similar features and is available exclusively to FPA members. The online application process takes less than five minutes.
*MetLife Auto & Home is a brand of Metropolitan Property and Casualty Insurance Company and its affiliates: Metropolitan Casualty Insurance Company, Metropolitan Direct Property and Casualty Insurance Company (CA Certificate of Authority: 6730, Warwick, RI), Metropolitan General Insurance Company, Metropolitan Group Property and Casualty Insurance Company (CA COA: 6393; Warwick, RI) and Metropolitan Lloyds Insurance Company of Texas, all with administrative home offices at 700 Quaker Lane, Warwick, RI 02886. Coverage, rates and discounts are available in most states to those who qualify. 1101-0071 © 2011 MetLife Auto & Home L0811200270[exp0714][All States]