PREMIER GROUP INSURANCE PLANS
OFFERED TO MEMBERS AND THEIR EMPLOYEES

"On another note, I wanted to share a win as an FPA member. For my RIA, I just was told I had to purchase cyber liability insurance. I looked around a bit, which was a big black hole and very frustrating. I also got a quote from another insurance brokerage I was referred to. I then remembered that FPA has great member benefits, so I searched if the FPA had a relationship with a vendor for cybersecurity insurance, and you do! From initial inquiry to having an in-force policy took less than 20 minutes and was about 65% cheaper than the other quote. Just wanted to share this experience with you as I'm grateful for the benefits and resources FPA provides its members, thank you!" FPA member Derek
Personal and Professional products designed
to protect your business and family.
Protect your most valuable asset - your paycheck!
Pays a weekly benefit if you are out of work due to a disability.
Group Insurance designed for the Member Business Owner to keep
​the business up and running if disabled and unable to work.
​A competitivly-priced solution to your insurance needs.
Regular eye exams help to identify and treat health issues early on.*​Enrollment Available Now.
RIA E&O, Cyber and Surety Bonds insurance ​for
FPA members ​through NAPA Premier.
E&O insurance​ helps protect the RIA, RIA owner(s) and RIA representatives if a claim states you made a mistake or forgot to do something important that causes financial harm to a client.
Most states require Investment Advisors to have a Surety Bond to ensure they perform responsibilities ethically and responsibly. While a surety bond is an insurance product, it works more as a line of credit.
Cyber Liability and Data Breach Insurance provides RIA owners and independent financial advisors' protection against the financial burden created by a data breach.
​​*Source: U.S. National Cyber Security Alliance
Creative health plans for employers and their employees.
Get the protection you need to maintain your oral health. Enrollment Available Now. 
Save time and money on Auto and Home insurance quotes from top carriers.
Enrolled Members in STD or LTD coverage can CLICK HERE to update your income and benefits. ​

Individual Life, Long Term Care, & Income Replacement

Do you or your clients need individual Life, Disability, or Long Term Care Insurance?  Our relationship with the Gallagher family allows us greater access to an array of carriers, products, and specialty services, in addition to leveraging a team of consultants and product experts. Please contact Jodi Kissner or Theresa Klewsaat or visit our website and complete an RFP (Request for a Proposal).
​
If you need ballpark quotes in less than 60 seconds, our advisors love the AdvisorTermQuotes.com tool.
Jodi Kissner
Account Executive Life and Disability Specialist
O:  800-796-0909, opt.3 D: 303-683-1939
[email protected]
​​​​Theresa A. Klewsaat
Account Executive Life and Long Term Care Specialists
O: 800-796-0909, opt4 D: 832-616-3476
[email protected]
Learn More about the Principal Financial Group (PFG) Individual Disability Insurance 10% discount for FPA Members.

CUSTOMER SERVICE PORTAL

​Visit our customer service portal to view your policy information, update your personal information, change the bank account used to pay your premiums and update your monthly earnings for your disability policy(s). Once on the customer service portal homepage, click the red button to download the user guide and information on how to register. If you have additional service and/or administrative questions you can call the customer service center at: (866)809-3899 or email the customer service center at: [email protected]. 
​The customer service center fax number is: (816)-968-0660.
Nothing in these materials is intended to be advice for any particular situation or individual. Like most insurance policies, insurance policies offered by MetLife and its affiliates contain certain exclusions, exceptions, reductions, limitations, waiting periods and terms for keeping them in force. Please contact your plan administrator for costs and complete details.
MetLife Vision benefits are underwritten by Metropolitan Life Insurance Company, New York, NY. Certain claims and network administration services are provided through Vision Service Plan (VSP), Rancho Cordova, CA. VSP is not affiliated with Metropolitan Life Insurance Company or its affiliates. L0822025450[exp0824][All States][DC,GU,MP,PR,VI] © 2022 MSS


Gallagher Global Privacy Notice | Gallagher USA (ajg.com)​
*Heiting, OD, Gary, Vision Screenings vs. Eye Exams: Why Are Eye Exams Important?, All About Vision, April 2018, https://www.allaboutvision.com/eye-exam/importance.htm.
Customer Service: Forrest T. Jones
Hours:
M-F  7 am- 4 pm MST
Telephone:
​(866) 809-3899
Email: 
[email protected]