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.
  • Alternative to private and exchange plans
  • National Physicians PPO or go to any doctor
  • Cost may be business tax deductible
    (always confirm with tax professional)
  • Three major medical model plan designs; HSA eligible options
  • Plan designs include dental and vision for 2022

Learn more! Register for one of our upcoming webinars HERE or 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.
  • Business must have a Federal Tax ID.
  • Financial professionals must have a CRD number.
  • No association membership required.
  • Applicants must answer a short medical questionnaire to screen for major medical issues. Want more details? See FAQs

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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?

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