Bill B.

The Problem:
When it comes to providing GROUP benefits for non-W-2 personnel in an organization, there are some unique issues that make it tough to get access to those benefits. Both the IRS and the DOL try to stay heavily involved, and this can be a challenge.

Our Solution:
Financial Advisor Benefits created a customized solution that allowed Bill and his team to finally be able to enroll in Group Disability Insurance and Group Life Insurance. This was a huge relief to the company, who unfortunately had four advisors over the past decade leave their firm on disability. We were able to ease their anxiety by providing insurance coverage, and Bill B. was so passionate about Financial Advisor Benefits and its group products that he even displayed his testimonial on the break-room bulletin board.

“If you do not carry Disability Insurance, you’re being silly! If you do not carry Life Insurance or enough of it, here’s a way to get it using group rates with guaranteed issue. Health concerns? Think about it!” – Bill B.