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?

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