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A smarter way for independent business professionals to manage healthcare costs.

The Financial Professional Benefits Center is a captive strategy designed exclusively for self-employed small business owners.
  • A range of plans to meet your financial and family needs
  • Major medical plans
  • Go to your doctor - or a PPO doctor
  • Ancillary coverages also available
  • Enroll when it’s convenient for you
  • Secure online enrollment platform

Learn more! Check out the video below.

Take control of your healthcare costs.

Self-employed financial professionals now have an alternative to private and exchange plans. When you establish a self-funded plan for your business of one, you and your dependents can get great care and save money.

Eligibility and Requirements

  • Business Owners may establish their own health plan for themselves and their dependents.
  • Financial professionals must have a CRD number.
  • No association membership required.
  • Please note: You may be asked to answer health questions to qualify for plans. For the business captive plan and other medical plans you must have a federal Tax ID.

See What People Are Saying

“Health Insurance for those seeking plans individually can be very difficult. The premiums are very expensive, and my personal plan has averaged a 22% annual increase over the past 5 years.

When I was introduced to the Financial Professionals option, I was almost skeptical as the premiums seemed too good to be true! The application was very easy to fill out, and the affordable options are remarkable. I now pay less for a $2500 deductible than I did for a $10,000 deductible with my former plan. In addition, my old plan didn’t include any dental and vision!

I was also amazed that when I called customer service, I spoke to someone right away. With my old plan, I would wait a minimum of 30 minutes.

Thanks to Louis and Shawna for all their great help with getting enrolled. Both were absolutely amazing.”

– Richard Alan Carroll

“Would I recommend FinPro benefits to someone else? I can and I have. The savings are too good to pass up and the customer service has been there when I needed them. I’m up for renewal, and I’m keeping the same plan but adding dental and vision, so FinPro Benefits has become the full answer to all of my needs.” – Craig Pfau

“We chose not to buy insurance for several years because my husband and I are self-employed, and the rates were always outrageous; however, we never felt good about that decision. Having the opportunity to secure coverage at much more reasonable rates is a great relief! Looking forward to good experiences going forward! ” – E.P.

“Process was super, easy and quick! Saving my family over $5000 a year for the same level of coverage!” – C.K.

Steps to Establish Plan

View model plan designs and calculate costs.
Create an account to start the process.
Once approved, sign contracts and establish plan.

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Have Questions?

View FAQs

View Model Plan Designs and Calculate Costs

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