FPA Member Discount Program - Financial Planning Association

2014 FPA Member
Discount Program Guide
MEMBER
DISCOUNT
PROGRAM
FPA MEMBERSHIP DISCOUNT PROGRAM
1
$
As of 08.11.14
ONEFPA.ORG/MYFPA
Ask an Advisor
NerdWallet’s Ask an Advisor platform
enables you to easily position yourself as an authority
and expert on the needs of your target clients.
Build your online reputation and increase discoverability.
How we can help
Connect
Broadcast
Guide
Create a rich profile to
connect with consumers
and demonstrate
your competence and
empathy. Rank higher
on Google through
NerdWallet’s dedicated,
FPA-focused SEO team.
Our Advisor Voices blog
provides a dedicated
space to publish your
original content and
get syndicated with
national media outlets
and industry-leading
publications.
Over 2 million
consumers every
month trust NerdWallet
to help them make
better financial
decisions. Get quoted
as an expert who puts
consumers first.
FEATURED ON:
“
ADVISOR VOICE
Lyman
Howard
Director
of Technology,
FPA of
San Francisco
“
ADVISOR VOICE
We believe Ask an
Advisor immediately
generates credibility for our
firm, drastically increases
our visibility on the internet,
and validates our expertise
with our existing clients...
NerdWallet is fast becoming
the source for straight
talk about all matters in
consumer finance.”
Brian
Frederick
Technology
Director,
FPA of Greater
Phoenix
Ask an Advisor is a
very visible marketing
platform as it gets substantially
more traffic than my blog and
website. As a financial advisor,
my marketing needs to have
broad geographic reach and
be technologically proficient.
My view is that Ask An Advisor
leads to both greater exposure
and increased credibility.”
Learn more at www.nerdwallet.com/FPA
@NW_Advisors
[email protected]
FPA MEMBERSHIP DISCOUNT PROGRAM
2
ONEFPA.ORG/MYFPA
$
MEMBER
DISCOUNT
PROGRAM
Welcome to the FPA’s Member Discount Program!
FPA’s Member Discount Program brings you savings on practice management tools
and services, as well as insurance and education solutions, which more than cover
the cost of your FPA membership dues.
Regardless of where you stand in your financial planning career, FPA has a number of
benefits and discounts that fit your needs. With more than 100 discounted products
and services, and majority offering a free trial or free version for FPA members, you
can pick and choose the best options for your firm!
·
Practice Management
·
Insurance
·
Education
Current FPA members can log into their profile at www.OneFPA.org and select
“MyDiscounts” to access the full list of member discounts at any time. This guide
serves as a resource, and is guaranteed accurate as of August 2014.
FPA MEMBERSHIP DISCOUNT PROGRAM
3
ONEFPA.ORG/MYFPA
8 x 8, Inc.
FPA MEMBER DISCOUNT
Save up to 25% on payroll services
With over 35,000 business customers subscribing to more than 400,000 services, 8x8,
Inc. has become the industry’s leading provider
of unified communications and collaboration
services in the cloud for small and medium
businesses and mid-market and distributed
enterprises. 8x8 delivers a broad suite of UCC
services to in-office and mobile devices spanning
cloud telephony, virtual contact center, virtual
meeting and virtual desktop through a proprietary unified Software as a Service platform.
CONTACT
https://fpa.bizunite.com/marketplace/
pages/External.html#id=7
Available only for US residents
Advantage Media Group
Advantage is a boutique, author-centric publisher, working closely and collaboratively with
authors from start to finish. The company’s
mission is to create the highest quality book,
getting authors the precise results they are
looking for. Advantage helps today’s top financial
professionals write, publish, monetize and
market a book to attract their ideal client and
grow their business as a result.
FPA MEMBER DISCOUNT
Flat FPA rates and enterprise
customer service
PRODUCTS
VoIP Services
$17.99/mo. flat rate pricing for VoIP
services.
FPA MEMBER DISCOUNT
Complimentary Discovery
Consultation
Qualified sized accounts will receive
$16.99/mo. pricing.
Current customers can also utilize this
FPA rate.
PRODUCTS
Fast Start Author Program®
A guided program to build the blueprint for
your book.
CONTACT
844.852.7369
[email protected]
Talk Your Book®
Want to author a book but don’t want to
write it? Participate in our proprietary system
that can get your book idea from your head
and onto paper in less than a day.
ADP
ADP helps you focus on what you do best running your businesses. ADP helps 625,000
clients every day by processing payroll, calculating, depositing, and filing payroll tax documents. ADP brings your business a higher level
of confidence, control and predictability, along
with the reduction of expenses you’ve already
come to expect.
FPA MEMBERSHIP DISCOUNT PROGRAM
Launch Your Book®
Done-for-you book publishing, printing,
and distribution to 25,000 bookstores and
online retailers.
4
ONEFPA.ORG/MYFPA
Monetize Your Book®
Make money while you sleep. Learn how we
repurpose your book into self-paced online
learning.
Advisor Briefcase®
A marketing communications tool that
allows you to use valuable, professional
and personalized material to communicate
with the right clients at the right time with
just one click.
Market Your Book®
Generate leads, PR & Media, and Speaking
Opportunities with your book.
CONTACT
855.890.5900
[email protected]
http://www.advicentsolutions.com/fpa/
CONTACT
843.414.5600
[email protected]
advantagefamily.com/FPA
Advisor Impact
The Client Audit helps financial advisers use
client feedback to drive client engagement and
uncover client-specific revenue and referral
opportunities.
Advicent
Advicent Solutions is the leading provider of
software-as-a-service (SaaS) technology solutions for the financial services industry. The
company’s products include web-enabled
marketing communications, needs-assessment
and financial planning tools. More than
250,000 financial professionals, including
dozens of the world’s largest financial institutions,
use Advicent’s solutions to help them grow
their business, create exit barriers and stay
top of mind.
FPA MEMBER DISCOUNT
Save 20% on Client Audit programs
Access your discount via the FPA
link, below.
PRODUCTS
Client Audit | Action
Standard Price: $1995
FPA Price: $1595
FPA MEMBER DISCOUNT
Save 20% on Advicent software
Client Audit | Insights
Standard Price: $1245
FPA Price: $995
PRODUCTS
NaviPlan®
The undisputed leader for detailed tax
planning, advanced solutions and ultra-high
net worth clients.
CONTACT
1.877.686.0660, ext. 228
[email protected]
https://www.myclientinput.com/go/
ODNQc2NyYW1ibGU%3D
ProfilesTM
Generate qualified leads, open doors with
the interactive presentation module and
strengthen awareness with resources
branded to your firm.
FPA MEMBERSHIP DISCOUNT PROGRAM
5
ONEFPA.ORG/MYFPA
Advisor Websites
Advisors Assistant
Advisor Websites is an award-winning website
software designed to help advisers achieve
results. We work exclusively with financial
service pros to build tailored, value-driven
websites. With Advisor Websites, you can
build an effective website that is tailored to
your firm’s needs and look great online to draw
in prospects, generate leads & build solid
relationships with existing clients.
The Leader in Client Management (CRM)
and Portfolio Management Software for the
Financial Services Industry since 1985.
Advisors Assistant combines a powerful CRM with
optional Portfolio and Insurance Management to
help you build stronger and more meaningful
relationships with your clients. It tracks
investments and downloads transactions from
DST, Fidelity/NFS, LPL, Pershing, Schwab, TD
Ameritrade and many others. It calculates
performance, prints over 200 reports, and
integrates with many other financial programs.
Web-Based or Computer-Based.
FPA MEMBER DISCOUNT
Receive preferred pricing on the
Hall of Famer and Legendary
website plans
Promo code: FPA
FPA MEMBER DISCOUNT
Save 15% on Advisors Assistant®
PRODUCTS
Hall of Famer website plan
Standard Price: $89/month + $299
initial set up fee
CONTACT
800.799.4267, ext. 1
[email protected]
www.AdvisorsAssistant.com
FPA Price: $75/month + $99 initial
setup fee
University of Florida
& All Campus Partnership
Legendary website plan
Standard Price: $129/month + $399
initial set up fee
Prepare for the CFP® exam 100% online with
one of the nation’s leading universities. The
University of Florida’s graduate certificate program covers everything you need to know:
credit reporting, estate planning, insurance,
risk management and more. Live faculty review
sessions allow students to assess strengths
and weaknesses. The program is recognized
by the Certified Financial Planner Board of
Standards, Inc.
FPA Price: $105/month + $199 initial
setup fee
CONTACT
888.946.3188
[email protected]
www.advisorwebsites.com
FPA MEMBERSHIP DISCOUNT PROGRAM
6
ONEFPA.ORG/MYFPA
FPA MEMBER DISCOUNT
30% off subscriptions
Promo code: FPA2014
FPA MEMBER DISCOUNT
Save 10% on CFP® Prep: Online
Graduate Certificate in Personal &
Family Financial Planning tuition
CONTACT
1.888.544.5478
http://www.angieslist.com/ PRODUCTS
CFP® Prep
Online Graduate Certificate in Personal
& Family Financial Planning
AnyMeeting
AnyMeeting is an easy-to-use web conferencing
tool designed and priced for small business.
Serving over 500,000 users including thousands
of financial service professionals, AnyMeeting
meets all your web, video and phone conferencing
needs in one simple tool -- and starting at only
$18/month before discount.
Standard Price: $5,900 non-credit;
$9,444.06 for-credit
FPA Price: 10% discount on total tuition
CONTACT
855.242.9080
[email protected]
http://www.allcampus.com/
workforce-alliances/fpa/
FPA MEMBER DISCOUNT
Save 10% on all plans
Promo code: FPA
Angie’s List
More than 2 million households nationwide
check Angie’s List reviews to find the best
local service providers, like roofers, plumbers,
handymen, mechanics, doctors and dentists.
And that’s just the short list. We collect
ratings and reviews on more than 720 different
services. The people who join Angie’s List are
just like you — real folks looking for a way
to find trustworthy companies that perform
high-quality work.
PRODUCTS
Pro 25 plan
(up to 25 attendees per meeting)
Standard Price: $18/mo. or $180/yr.
FPA Price: $16.20/mo. or $162/yr.
Pro 200 plan
(up to 200 attendees per meeting)
Standard Price: $78/mo. or $780/yr.
FPA Price: $70.20/mo. or $702/yr.
Basic, Plus and Premium membership plans
are available at the discounted rate. Please
contact Angie’s List, or visit their website to
learn more about benefits and pricing.
CONTACT
888.255.6805
[email protected]
www.anymeeting.com/fpa
Annual memberships are backed by a 110%
money back satisfaction guarantee.
FPA MEMBERSHIP DISCOUNT PROGRAM
7
ONEFPA.ORG/MYFPA
ARAG
PRODUCTS
Individual & Family options
Major Medical Insurance
Get the coverage you and your family need
with a major medical plan. These plans are
Minimum Essential Coverage and provide:
• Many preventive services paid at 100% when you use doctors in your network2
• No annual or lifetime dollar limits on hospitalization, emergency care,
outpatient care, prescriptions and
doctor visits
• Coverage for everyone - regardless of health status
• New benefits included in the health care reform law (Affordable Care Act)
Chances are good that you’ll face a legal
issue in the coming year. Probably more than
one. Now it’s easy to get the professional legal
services you need. Enroll to protect yourself
from everyday and unexpected legal matters.
FPA MEMBER DISCOUNT
Guaranteed acceptance into
UltimateDefender® plans, plus
save 10%
Promo Code: 17953fpa
PRODUCT
UltimateDefender®
FPA price: $16.25/month
Temporary Insurance
(short-term medical for 30-180 days)
Supplemental Coverage
(dental and more)
CONTACT
800.535.1182
https://www.araglegalcenter.com/home/
index.htm?aragaccesscode=17953fpa
CONTACT
877.706.0375
[email protected]
http://fpa.mymedicalquotes.com/
Assurant Health
We make it easy for you to find the coverage
that meets your needs and budget by giving
you a variety of options to choose from, including a
range of premium options, various deductible and
coinsurance levels, plans with copay options
for office visits and prescriptions, broad networks of doctors and hospitals, including the
Aetna Signature Administrators®, and Health
Savings Account (HSA) compatible plans
available to help you realize tax savings.1
Assurant Health does not provide tax or legal advice.
Please see a qualified tax professional for more information.
2
Preventive services recommended under the Affordable Care Act are paid at 100% when using in-network
doctors; additional preventive services paid subject
to deductible and coinsurance. Varies by state.
1
Avis
Avis Car Rental and its subsidiaries operate one of the world’s best-known car rental
brands with approximately 5,450 locations in
more than 165 countries.
FPA MEMBER DISCOUNT
Call or apply online
FPA MEMBER DISCOUNT
Save up to 20%
AWD # B291007
FPA MEMBERSHIP DISCOUNT PROGRAM
8
ONEFPA.ORG/MYFPA
BestBequest.com
PRODUCTS
Online Reservations
Complete your reservation and receive
instant online and email confirmation of
your travel plans.
Price: Varies with discount
BestBequest is an award-winning cloud-based
digital safe deposit box with a unique LegacyVault
that helps you create a roadmap to guide your
loved ones through any life-changing event,
from births to natural disasters to end-of-life
arrangements. BestBequest helps you gather
and organize your important documents,
instructions, contact information, and digital
media.
Avis Preferred®
Skip the lines and paperwork and go
straight to your car. With Avis Preferred
Select and Go® you can exchange or
upgrade your car too.
You may also extend this discount to your
clients. Co-branding opportunities are available with bulk purchases.
Price: Complimentary
CONTACT
https://www.avis.com/car-rental/profile/
go.ac?B291007
FPA MEMBER DISCOUNT
Sign up for a FREE account or
receive the FPA rate of $99.99/yr
Banc of California
Since 1941, Banc of California has provided
full-service banking and home lending to
individuals and families.
PRODUCTS
BestBequest Protection Plan
FPA Price: $99.99/yr for 25 GB plan
A free version is also available.
FPA MEMBER DISCOUNT
$750 lender credit towards a
Residential, Commercial, SBA or
Advisor Acquisition loan for FPA
members or clients
CONTACT
888.428.8381
[email protected]
www.BestBequest.com/FPA
Budget
PRODUCTS
Securities Backed Line of Credit
training program
At Budget, you’ll find the best deals and latest car rental coupons to meet your needs.
If you’re looking to get away for the weekend
or just need a one-way rental, Budget offers a
variety of great discounts when you rent a car.
Commercial lending
Residential lending
CONTACT
855.661.8154
[email protected]
http://fib.bancofcal.com/
FPA MEMBERSHIP DISCOUNT PROGRAM
FPA MEMBER DISCOUNT
Save up to 25% on car & truck rentals
Promo code: R198107
9
ONEFPA.ORG/MYFPA
CONTACT
http://www.budget.com/budgetWeb/html/
bridge/assoc/index.html?R198107
CONTACT
800.745.7189
[email protected]
www.CalSurance.com/FPA
CalSurance
Citrix Sharefile
Errors and Omissions insurance coverage is
a necessity for any professional in today’s
litigious society. CalSurance® has worked with
FPA and A XV rated carriers to offer Registered
Investment Advisors and Life Insurance Agents
a competitive Errors and Omissions Insurance
program.
ShareFile is a secure enterprise file sync and
sharing service that meets the mobility and
collaboration needs of users and the data
security requirements of the enterprise.
FPA MEMBER DISCOUNT
Save 25% on your initial subscription
FPA MEMBER DISCOUNT
FPA-priced plans available
PRODUCTS
Basic – 2 users
FPA price: $22.46
Professional – 10 users FPA price: $44.96
Corporate – 20+ users FPA price: $74.96
PRODUCTS
RIA Program Advantages Include:
• Premiums as low as $1,250
• Individual firm limits, no sharing limits
with other firms
• Multiple limit options
• Life Insurance Agent coverage at no
additional costs
• Flexible payment options
• Standard $5,000 deductible
• Coverage for Prior Acts as a Registered
Representative available
CONTACT
1.800.441.3453
http://www.sharefile.com/try/BG/
Top 5 reasons to choose Citrix Sharefile
http://www.citrix.com/content/dam/citrix/
en_us/documents/oth/top-5-reasons-tochoose-citrix-sharefile-for-secure-file-syncand-sharing.pdf
Life Agent Only Program
Advantages Include:
• Premiums as low as $450
• Individual limits, no sharing limits with
other agents
• Multiple limit options
• Flexible coverage and payment options
• Deductible as low as $500 per claim
• Apply for coverage online in minutes.
For eligible applicants, coverage can be
bound instantly!
FPA MEMBERSHIP DISCOUNT PROGRAM
CoffeeForLess.com
CoffeeForLess.com is the internet coffee shop
for any home, office or restaurant and has
established a solid reputation for being the
preeminent coffee provider. CoffeeForLess.
com carries more than just coffee, offering a
variety of tea, energy drinks, office supplies
and branded merchandise. Make sure your
10
ONEFPA.ORG/MYFPA
PRODUCTS
Asset Management Programs – includes
AAMS, ADPA, APMA, AWMA, & CMFC
customers take advantage of the superior products and customer service that CoffeeForLess.
com has to offer!
Retirement Planning Programs – includes
CRPC & CRPS
FPA MEMBER DISCOUNT
An additional 8% off already low
prices and unlimited free shipping
Promo code: FPA14
Graduate Degree Programs – includes
personal financial planning, finance &
financial analysis.
Graduate-Level Professional Designations
– earn graduate-level credit while obtaining
an industry-recognized professional
designation
CONTACT
www.CoffeeForLess.com
Instructions: Enter the FPA promotion code at checkout to receive the 8% discount and unlimited free
shipping offers. If you create an account upon checkout, you will always see the FPA offers reflected on
CoffeeForLess.com!
CONTACT
800.237.9990
[email protected]
www.cffpinfo.com/FPA
College for Financial Planning
Constant Contact
The College for Financial Planning has over
40 years of experience, 140,000 graduates,
and a history of successful alumni who have
increased both their earnings and their number
of clients. Let us help you become one of
the nation’s top financial advisers. We offer
programs in several different financial planning
disciplines in order to benefit you in any facet
of the financial services industry.
This email marketing and online survey tools
help small businesses and organizations
connect to customers quickly, easily, and
affordably and build stronger relationships.
FPA MEMBER DISCOUNT
Receive 10% off
Certification Professional Education Programs
– the nation’s top CFP Certification Education
Program with over 35 years of experience, and
pass rates 20% higher than the competition.
CONTACT
http://fpa.constantcontact.com
Cross Country
The TotalProtect® Enhanced Home Warranty
helps protect FPA Members from the high costs
associated with home repair and replacement of
their major appliances and key internal mechanical systems. It has been designed to increase
homeowner peace of mind while significantly
FPA MEMBER DISCOUNT
Save 15% on professional education
programs and courses
FPA MEMBERSHIP DISCOUNT PROGRAM
11
ONEFPA.ORG/MYFPA
CONTACT
1.800.278.4737
http://www.cruisesonly.com/?cm_mmc=
Affiliate-_-CONLY-Affinity_Marketing-_-7-_-NA
decreasing expenses when things go wrong
with their systems and appliances.
FPA MEMBER DISCOUNT
Special FPA pricing
800.474.4047
Dalton Education
Dalton Education, LLC is a leading provider
of innovative education solutions in financial
planning. The founders of Dalton Education
have helped thousands of financial professionals earn the CFP® certification marks.
Our program consists of providing the highest
quality CFP® education through premier
university partners and the leading CFP® review course in the industry, THE DALTON
REVIEW®for the CFP®Certification Examination.
PRODUCTS
TotalProtect Enhanced – Home Warranty
and Service Plan
TotalProtect® Enhanced covers many items
that other home warranty companies don’t
even think of covering. From unknown
pre-existing conditions, rust and corrosion
to plumbing stoppages, water heater sediment build-up and more. Members will have
a true peace of mind, one-stop shopping,
and expert service from a network of over
40,000 pre-screened service professionals,
all while receiving FPA Member exclusive
discounts. Now that’s what Complete
Coverage is all about!
FPA MEMBER DISCOUNT
Save $200 on all education
packages and $100 off any review
program FPA200 and FPA100
PRODUCTS
Live-Online Education packages
Standard Price: $5650-$7700
FPA Price: $5450-$7500
CONTACT
https://deals.totalprotect.com/fpa
Cruises Only
Self-paced education packages
Standard Price: $3095-$4695
FPA Price: $2895-$4495
Travel broadens our horizons and helps bring
us closer to our friends, our families, and loved
ones. The memories that result from vacationing sustain us throughout our hectic, fastpaced lives. This is what inspires us to serve
you, each and every day.
• Connect you to any of our 500+ experts
• Guarantee you the best possible price
• Make special arrangements & more
The Dalton Review Guarantee
To Pass Review
Standard Price: $1995
FPA Price: $1895
The Dalton Review (traditional review)
Standard Price: $1195
FPA Price: $1095
FPA MEMBER DISCOUNT
110% price guarantee
Must use FPA’s private link below.
FPA MEMBERSHIP DISCOUNT PROGRAM
12
ONEFPA.ORG/MYFPA
CONTACT
877.426.2373
[email protected]
www.dalton-education.com/fpa
FPA MEMBER DISCOUNT
Free 30-day trial for up to 250
w
contacts and receive pre-loaded
FPA-exclusive financial services
email campaigns
EarthLink Business
EarthLink Business (NASDAQ: ELNK) is a leading IT, Data, Voice & Internet services provider to more than 150,000 businesses and
one million consumers nationwide and offers
services including:
Voice Services: Phone Lines, IP PBX, VoIP,
SIP Trunking & PRI
PRODUCTS
Basic Subscription - $40/mo. for up to
500 contacts
Professional Subscription - $70/mo. for up
to 500 contacts
Internet Services: DSL, T1, Ethernet, Fiber
Optic and MPLS
CONTACT
[email protected]
http://www.emarketeer.com/ IT Services: Cloud Hosting, Virtual Desktop, Help Desk, Data Back Up, Disaster
Recovery
ETF Global
The leading provider of research, investment
decision support applications, proprietary
risk analytics and educational offerings for
Exchange-Traded-Products. While ETF Global
specializes in Exchange-Traded-Funds, the
company’s broad suite of products and
services addresses the spectrum of asset
classes throughout the investment arena.
The ETFG research platform, which is driven
by the ETFG Quantitative Model (ETFG Quant),
supports the overall investment process with a
variety of strategies and applications to
pursue return, manage risk, utilize investment
analysis and generate investment ideas.
FPA MEMBER DISCOUNT
Receive up to 3 free months of service each year
CONTACT
855.328.7564
[email protected]
http://www.fpanet.org/professionals/images/email_graphics/Member_Discount_Program/May2014/GRB_Overview.pdf
eMarketeer
eMarketeer is your complete online marketing platform. We combine all the channels
and tools needed to become an effective and
successful online Marketeer. With eMarketeer
you’ll experience a platform that grows with
your sophistication while delivering results in
an intuitively easy to use application.
FPA MEMBERSHIP DISCOUNT PROGRAM
FPA MEMBER DISCOUNT
Free trial plus 50% off subscriptions
PRODUCTS
Investment Professional Subscription:
FPA price: $15/month
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ONEFPA.ORG/MYFPA
CONTACT
212.223.3834
[email protected]
www.etfg.com
•
Up to 18% off select FedEx Express international shipping
•
Up to 15% off select FedEx Ground® ExxonMobil
Save up to 6 cents per gallon on fuel for business
vehicles plus fleet fuel cost management tools.
shipping
FPA MEMBER DISCOUNT
• Members
Up to 15%
offsign
select
must
up FedEx
onlineOffice®
before services
accessing the discount in any local
FedEx office
Promo code: TV187K
https://advantagemember.visionary.
com/3684/
Click “Enroll Now” & start saving!
FPA MEMBER DISCOUNT
Save up to 6 cents per gallon
https://fpa.bizunite.com/marketplace/pages/External.html#id=840
PRODUCTS
ExxonMobil Fleet Card - accepted at
10,000 Exxon and Mobil locations nationwide and offers businesses: valuable fuel
rebates, controls for customized spending
policies, purchase alerts and driver ID numbers for enhanced security, comprehensive
online reports and account management.
ExxonMobil Universal Card - accepted at
more than 90% of U.S. retail fueling locations and also offers valuable fuel rebates
plus the same features as the Fleet Card.
FiPath4Advisors
Online Marketing Made Easy. We work with
advisers and firms to leverage modern strategies, tools, and technology that bring targeted
clients to you, that are easy to use, and that
generate attractive ROI. We educate, then
automate. We offer consulting and coaching
services through our principals and best in
class partners.
FPA MEMBER DISCOUNT
Save 20% on featured products
CONTACT
Visit www.exxonmobilstations.com to view
ExxonMobil Accepting Locations or download our free fuel finder app. PRODUCTS
Basic Membership (advisor training, CE
based Webinars, Educational content):
Standard price: $9.95 per month
FPA price: $7.95 per month
FedEx
Sign up for FPA’s FedEx Advantage program
and receive:
•
Basic Membership plus ReferMyAdvisorTM
–automated referral platform
Standard price: $24.95 per month
FPA price: $19.95 per month
Up to 21% off select FedEx Express® U.S. shipping
FPA MEMBERSHIP DISCOUNT PROGRAM
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ONEFPA.ORG/MYFPA
Consulting Services (coaching,
enterprise)
Standard price: Varies based on needs
FPA price: 20% savings
advisers in planning for the inevitable end of
their careers, turning this into a positive event.
We employ strategies and thinking that build
upon a lifetime of work and trusting client
relationships with a plan of succession
designed to simultaneously realize value for
the founder and perpetuate the business for
the next generation of advisers.
CONTACT
888.552.7185
[email protected]
www.fipath4advisors.com FPA MEMBER DISCOUNT
$200 off Continuity Management
Program and $100 off
Comprehensive Valuation
Fiserv
Fiserv, Inc. is a leading global provider of information management and electronic commerce
systems for the financial services industry,
providing integrated technology and services
that create value and results for our clients.
Fiserv drives innovations that transform experiences for more than 14,500 clients worldwide, including banks, credit unions and thrifts,
billers, mortgage lenders and leasing companies,
brokerage and investment firms and other
business clients.
PRODUCTS
FP CONSULTING SERVICES©
Succession Management Program, Open
Market Listing, Comprehensive Valuation,
Continuity Planning
CONTACT
800.934.3303
[email protected]
https://www.fptransitions.com
Our mission is to provide integrated technology
and services solutions that enable best-in-class
results for our clients.
FunJet
FPA MEMBER DISCOUNT
20% off financial planning software
Promo code: FPA2012
With more than 900 destinations in Mexico,
Hawaii, the Caribbean, Europe, Asia, and the
U.S. as well as more airlines and thousands
of more hotels to choose from your trip will be
more enjoyable with the ease planning it. With
your exclusive FPA 5% member discount and
“Price Match Plus” you’re guaranteed to have
the most cost efficient trip, or we’ll match it!
All-in-One Travel Protection allows you to
change or cancel your reservation, with no
fees, and full monetary return.
CONTACT
855.346.4625
www.fiserv.com FP Transitions
FP Transitions specializes in the valuation and
analysis of the intangibles that make a financial
services practice unique, and valuable. FP
Transitions’ consultants guide owners and
FPA MEMBERSHIP DISCOUNT PROGRAM
15
ONEFPA.ORG/MYFPA
Hewlett Packard
FPA MEMBER DISCOUNT
5% member discount
Mention FPA
HP creates new possibilities for technology to
have a meaningful impact on people, businesses,
governments and society. With the broadest
technology portfolio spanning printing,
personal systems, software, services and
IT infrastructure, HP delivers solutions for
customers’ most complex challenges in every
region of the world.
CONTACT
1.800.282.0276
http://www.funjet.com/default.aspx?
plcode=fpa&gsPromotionCode=fpa&gs
Vendor=TPV&gssourcecode=tnt
Business grade equipment including notebooks, tablets, printers, desktops, servers, ink
cartridges, toner.
Grainger
Keep your desk drawers and supply cabinets
stocked with office supplies from trusted
brands, including Hewlett Packard®, Brother®,
Bic®, Sharpie®, Swingline®, Quartet®, Fellowes®
and more. You’ll find a variety of cleaning products to help keep your office spotless, as well
as a premium selection of file folders, calendars,
dry erase boards, pens and markers. The large
assortment of copy paper and replacement ink
cartridges help ensure your printer has quality
refill supplies on hand. Don’t wait for an empty
supply cabinet; make Grainger part of your
ordering process whenever you’re low on office
supplies.
FPA MEMBER DISCOUNT
5% - 20% equipment discounts,
plus value added monthly
promotions and free shipping
CONTACT
888.860.9572 BAE1
http://www.hp.com/go/bae Kaplan Financial Education
Kaplan is a leading provider of financial,
accounting, securities and insurance education for hundreds of thousands of business
professionals around the world.
FPA MEMBER DISCOUNT
Up to 24% off, plus free shipping
FPA MEMBER DISCOUNT
Save 15% on professional
education programs
Promo code: FinPlanAssn_KPE
CONTACT
https://fpa.bizunite.com/marketplace/
pages/External.html#id=542
FPA MEMBERSHIP DISCOUNT PROGRAM
16
ONEFPA.ORG/MYFPA
PRODUCTS
CFP® certification programs & CFP® exam
preparation
PRODUCTS
State Insurance licensing programs
FINRA study programs
• Industry-leading, top-of-the-line
materials
•
CFP® Certification – education programs
and exam review
World-class, expert instruction
• Results-oriented, student-driven
philosophy
•
Professional Designations – CLU, ChFC,
CPCU, CASL
Self-study program, traditional or
virtual class format, at both stages
of preparation.
CONTACT
800.795.5347
[email protected]
http://www.keirsuccess.com
Additional programs and products of
interest include: Insurance licensing,
Insurance Continuing Education
Liberty Publishing
CONTACT
866.963.8329
http://www.kaplanprofessional.com Continuously reaching out to clients, prospects,
and centers of influence is an essential practice
that every financial professional should be
implementing. Our newsletters, brochures,
and other marketing tools make your communications job a whole lot easier.
Keir Educational Resources
Keir Educational Resources provides outstanding exam preparation for professional licenses, designations or certifications. Our goal
is to get you through your exams quickly and
efficiently, helping you grow your career, without disrupting it. Keir offers a number of exam
preparation options for both the CFP® education program and the review for the CFP® Certification Exam. Keir’s materials help to enhance and streamline the study experience.
Keir offers one FPA Scholarship per chapter.
FPA MEMBER DISCOUNT
Discounted pricing and
complimentary company branding
PRODUCTS
Newsletters
Brochures
Videos
FINRA content
Turnkey Marketing System
FPA MEMBER DISCOUNT
20% discount on all packages
Ask about the Keir FPA Scholarship
CONTACT
800.722.7270
[email protected]
http://fpamarketyourself.com
FPA MEMBERSHIP DISCOUNT PROGRAM
17
ONEFPA.ORG/MYFPA
LifeLine Screening
PRODUCTS
With LifeLock Ultimate™ You Get:
• Identity threat detection and alerts
• Checking and savings account
application alerts with LifeLock
Ultimate service
• Online access to credit reports and
scores
• Scanning of criminal databases
Did you know that you may be at risk for
life-threatening diseases and yet have no symptoms? Life Line Screening can evaluate your
risk for several of today’s most critical – and
often undiagnosed – healthcare conditions.
FPA MEMBER DISCOUNT
Save over 40% on health screening
packages
CONTACT
800-LifeLock (800-543-3562)
https://secure.lifelock.com/enrollment?promocode=FPA
Individuals are notified when
screenings are available nearby
PRODUCTS
Stroke, Vascular Disease and
Heart Rhythm Package
FPA Price: $135
1 2013 Identity Fraud Survey Report. Javelin Strategy
& Research. February 2013.
* At the end of the 30-day trial period, your card will be
billed automatically at $9.00mo/$99.00yr plus applicable sales tax for standard LifeLock identity theft
protection or $22.50mo/$247.50yr plus applicable
sales tax for LifeLock Ultimate unless you cancel
within the 30-day trial period. You can cancel anytime
without penalty by calling 1-800-LifeLock. Offer is for
new LifeLock members only.
Complete Wellness Package
FPA Price: $145
CONTACT
800.449.2350
http://www.lifelinescreening.com/
Lightbulb Press
Lightbulb Press creates easy-to-understand
customized financial booklets and articles
and financial literacy websites that help financial professionals educate their clients and
employees, market their services, and build
their brand.
•
Content as objective as your advice
•FINRA-reviewed
•
Customized with your contact
information and photo
LifeLock
Your identity makes you unique. LifeLock, the
industry-leader in identity theft protection, uses
the industry’s most advanced alert system to
help ensure you remain the only you. As an FPA
member, you’re entitled to a special offer and
10% off.
FPA MEMBER DISCOUNT
$9 a month or $99 annually
Phone Promo code: AFFINITY6
Online Promo code: FPA
FPA MEMBERSHIP DISCOUNT PROGRAM
FPA MEMBER DISCOUNT
Up to 15% off + free shipping on
orders placed by November 15, 2014
18
ONEFPA.ORG/MYFPA
MetLife
CONTACT
212.485.8800
[email protected]
www.lightbulbpress.com/FPA
FPA has partnered with several divisions of
MetLife to provide our members with discounted and comprehensive access to the services
they need. From Auto & Home insurance, to a
prescription discount program, to online risk
management services, we’ve got you covered.
Markel Cambridge Alliance
Since 1989, Markel Cambridge Alliance, a
division of Markel Service, Incorporated, has
offered Errors & Omissions coverage on a
surplus lines basis to several classes of
investment advisers.
•
Registered Investment Advisors (RIAs)
•
Independent Investment Advisory Rep
resentatives (IARs)
•
Financial Planners
•
Asset Managers
•
Divorce Planners
FPA Group Rates on Auto & Home
http://myahprogram.com/fpa
877.491.5089
List of additional discounts available
http://myahprogram.com/fpa/front/showPage.jsp?linkID=DCE8B62110CDEE4F
Free Prescription Discount Program
http://www.medvana.com/metlife
Promo code: CO197
Why choose Markel Cambridge Alliance
for E&O?
•
Extensive experience in the financial advisory market
•
Financially strong with an “A Excellent” XIII rating by A.M. Best
•
Accessibility…call us anytime
•
Long-term, stable program since 1989
•
Endorsed by major financial
associations and custodians
•
Immediate response to all claims
within 24 hours
•
E&O for RIAs…it’s all that we do
15% off MetLife Defender–Coming Soon!
MetLife Defender provides comprehensive
protection against the full range of today’s
online risks — beyond your personal
computer or device — to keep your
personal data safe.
Receive FPA pricing on both individual and
family plans. Learn more.
www.metlifedefender.com
FPA Individual - $19.50/mo.
FPA Family - $39/mo.
* Markel Cambridge Alliance can write coverage for any
broker that has a surplus lines license.
ModestSpark
FPA MEMBER DISCOUNT
Receive a minimum 5% discount
Modestspark is focused on providing Registered Investment Advisors with the ultimate
client experience. Our app is purposed built
and designed to help you and your clients see
and understand their portfolios. We leverage
your existing portfolio accounting system for
quick set up and simple maintenance.
CONTACT
http://www.markelcambridge.com/
contactus/Pages/default.aspx
http://www.markelcambridge.com/
FPA MEMBERSHIP DISCOUNT PROGRAM
19
ONEFPA.ORG/MYFPA
Golden Years Cash Flow –
FPA price: $716/year ($179 savings)
Generate dynamic, rich client reports that are
easy to understand, simplify the client review
process and focus on the story behind the
numbers and reinforce your hard work with a
fully integrated social experience.
CONTACT
877.421.9815
[email protected]
http://success.moneytree.com/fpa FPA MEMBER DISCOUNT
Receive one month free (up to a
$500 value!)
MoneyGuidePro®
MGP’s unique ability to make sophisticated,
goal-based planning fast and easy. We believe
every investor needs and deserves a highquality financial plan and that every advisor
should have the means to provide it. Because
MGP is smart, easy-to-use and adaptable, you
can now provide a profitable planning experience for every client. For college, retirement,
estate and Social Security planning, asset
allocation and insurance needs analysis, tech
integration and account aggregation.
CONTACT
206.854.5617
[email protected]
www.modestspark.com
Money Tree Software
Money Tree’s customers value the accuracy and
control they get with Easy Money Power Planner, the detailed cash flow reporting with tax
implications and sources of funds from Golden
Years Cash Flow, and the ease with which they
can do planning scenarios and “What If” plans
with Silver Financial Planner. Find out more
about our financial planning software below.
Contact us or visit our website to learn more
or start a 30-day fully functional trial. Helping
you succeed is our goal!
FPA MEMBER DISCOUNT
Receive the $995 FPA rate on
MoneyGuidePro® software
PRODUCTS
MoneyGuidePro® software
FPA price: $995/year
FPA MEMBER DISCOUNT
20% off select Money Tree Software
products
CONTACT
800.841.5312
[email protected]
https://www.moneyguidepro.com/fpa
Existing customers, mention your FPA membership by
email or phone to start saving!
PRODUCTS
Silver Financial Planner –
FPA price: $396/year ($99 savings)
Easy Money Power Planner –
FPA price: $716/year ($179 savings)
FPA MEMBERSHIP DISCOUNT PROGRAM
20
ONEFPA.ORG/MYFPA
National Car Rental
Ned Davis Research
National Car Rental is a premium brand for
business travelers with locations in major
airports throughout North America. National
offers FPA Members unlimited mileage and
year-round discounts.
Investment professionals throughout the world
depend on Ned Davis Research for our balanced strategic insights and actionable ideas.
From portfolio managers…to analysts….to
traders…to marketers….and everyone in between…. Ned Davis Research delivers a solution for you. Our Award Winning 360° approach
assists clients by offering strategic insights,
historical context, and actionable ideas. Clients value the strategic benefits resulting from
the breadth, depth, and quality of NDR’s data
and research.
FPA MEMBER DISCOUNT
Unlimited mileage, and up to
20% off car rentals
Promo code: 5030624
CONTACT
1.800.CAR.RENT
https://www.nationalcar.com/hotDealsTemplate.do?msg=national_FPA
FPA MEMBER DISCOUNT
FPA members receive 20% off
research subscriptions and a free
FPA-version of Ned Davis’ monthly
Market Digest summary
National Purchasing Partners
FPA is now partnered with National Purchasing Partners (NPP) to offer members discount
pricing on a variety of products. This program
is free with no obligation to purchase. A few
offerings include Expedia, Staples Advantage,
and if eligible Verizon Wireless. To learn more,
register at www.mynpp.com. Click “Join Now,”
select “Company,” select “Finance”, “FPA” as
the association, and submit.
CONTACT
800.241.0621
http://ndr.com/home
NerdWallet
NerdWallet is a consumer-focused website
dedicated to helping people make better, more
informed financial decisions. Their Ask an Advisor platform provides FPA members with an
opportunity to easily expand their online presence by demonstrating their expertise on the
needs of their target clients. Adviser content
is distributed to NerdWallet’s over two million
monthly users and featured in national publications ranging from USA Today to the Wall
Street Journal.
FPA MEMBER DISCOUNT
22% off corporate eligible and 18%
off employee eligible accounts from
Verizon
CONTACT
1.800.810.3909
[email protected]
https://www.onefpa.org/MyFPA/
member-discounts/Pages/NPP.aspx
FPA MEMBERSHIP DISCOUNT PROGRAM
21
ONEFPA.ORG/MYFPA
FPA MEMBER DISCOUNT
Save 50% per year on all premium
NerdWallet marketing memberships
FPA MEMBER DISCOUNT
Print your FPA Office Depot discount
card: http://fpa.ctcshares.com/
discountcard.pdf
Up to 80% off office supplies online
or in-store, and always free shipping
over $50
FPA SPC Account # 80122909759
PRODUCTS
Premium
Standard Price: $199/yr
FPA Price: $99/yr
CONTACT
1.800.GO.DEPOT
http://fpa.ctcshares.com
Enhanced
Standard Price: $99/yr
FPA Price:$49/yr
Basic
Standard Price: Free!
FPA Price: Free!
Orlando Vacations
Receive discounted Disney World Tickets and
Vacation packages. Discounts include Universal
Studio Tickets, Sea World Tickets, Discovery
Bay, Aquatica and more!
CONTACT
415.254.6428
[email protected]
www.nerdwallet.com/FPA
Save up to 60% off rack rate at select Orlando
hotels close to or on theme park property.
Rates starting as low as $55.00 per night. Or
choose to stay in vacation Homes fully stocked
and professionally decorated and most with
pools, rates starting as low as $99.00 per
night.
Office Depot, Inc.
Formed by the merger of Office Depot and OfficeMax, Office Depot, Inc. is a leading global
provider of products, services, and solutions
for every workplace - whether your workplace
is an office, home, school, or car. We are a
single source for everything customers need
to be more productive, including the latest
technology, core office supplies, print and document services, business services, facilities
products, furniture, and school essentials.
Receive a Free 75 Page Disney World Guide
($35.00 value) for vacation planning and
Discount Packages which include theme park
tickets, lodging and more and be entered to
win monthly giveaways!
FPA MEMBER DISCOUNT
Save up to 35% on your Orlando
vacation
Promo code: Mention FPA
FPA MEMBERSHIP DISCOUNT PROGRAM
22
ONEFPA.ORG/MYFPA
Plum Benefits
CONTACT
1.866.906.1056
http://www.orlandovacation.com/discounts/member.php?aid=FPA
Bigger, Better… and Serious about Fun
Now you have access to the leading travel and
entertainment corporate benefits program in the
world, Plum Benefits powered by TicketsatWork.
PlanPlus
Whether you are new independent financial
advisor who is building a practice from scratch or
a veteran with years of experience … you no doubt
are finding a common theme with your clients.
More and more they are looking for direction
on financial planning issues. This means
that efficient tools are critical to providing
valued service to clients’ resulting in satisfied
customers. With PlanPlus Planit, individual
advisors and firms have a broad selection of
tools that give them what they need to accurately and efficiently answer their client’s most
pressing questions.
FPA MEMBER DISCOUNT
Sign up for your free FPA account
today!
Promo code: FPA303
PRODUCTS
Save up to 60% on over 80,000 Nationwide
Offers:
Broadway | Theme Parks | Movie Tickets |
Sports & Attractions | Hotels
CONTACT
212.660.1888
[email protected]
www.plumbenefits.com
FPA MEMBER DISCOUNT
Save 20% on PlanPlus Planit
financial planning tools
Promo Code: FPA2014
Protected Tomorrows®
Protected Tomorrows, Inc. is an advocacy firm
that enhances the lives of people with special
needs through a comprehensive life planning
process. We create Future Care Plans™, which
address the needs of the individual with developmental disabilities, mental illness, physical
disabilities, or cognitive and neurological diseases.
PRODUCTS
PlanPlus Planit
To view FPA Member pricing click below.
http://planplus.com/media/
FPA-Discount-Levels-2014.pdf
FPA MEMBER DISCOUNT
Save 15% on Protected Tomorrows®
membership
Promo code: FPA_MBR
CONTACT
[email protected]
http://www.planplus.com
FPA MEMBERSHIP DISCOUNT PROGRAM
23
ONEFPA.ORG/MYFPA
CONTACT
847.522.8086
[email protected]
http://www.protectedtomorrows.com/ beds, budget-conscious rates, and nice people
devoted to making your stay a great one.
FPA MEMBER DISCOUNT
Save 15% on stays at all locations
Promo code: FPA
RIA Match
We offer solutions for succession planning,
growth and the next generation of financial advisors. We match financial advisers, future financial advisers and advisory firms. RIA Match
provides insightful resources, facilitates your
search, and puts the power in your hands.
Search for free, pay to connect: anonymously
and securely!
CONTACT
800.733.7663
http://www.redroof.com/partners/
financial_planning_association
RightSignature
RightSignature is the simplest, most efficient
way to get your documents signed. RightSignature enables you to streamline your client
onboarding process, reduce paper and ink expenses, avoid fax hassles, cut document return time from weeks to hours, and provide a
superior client experience.
FPA MEMBER DISCOUNT
30 day free trial and 20% off
Promo code: FPA_Practice_Match
PRODUCTS
Basic Plan – Free!
Personal Plan
FPA price: $23.96/mo.
FPA MEMBER DISCOUNT
20% off electronic
signature packages
Premium Plan
FPA price: $39.96
All plans include:
• 30-day money back guarantee
• Upgrade, downgrade, or cancel at
any time
• Secure, reliable service
• Friendly, US-based customer service
CONTACT
571.252.3247
[email protected]
https://www.riamatch.com/ Red Roof Inn
CONTACT
800.921.4250
[email protected]
http://ub.rightsignature.com/fpa1/
Red Roof Inn has over 350 hotels across 41
states in the U.S. Take advantage of accommodations like free Wi-Fi, HBO, ESPN, CNN, and
pets stay free! You will find great rooms, comfy
FPA MEMBERSHIP DISCOUNT PROGRAM
24
ONEFPA.ORG/MYFPA
Ryan Insurance Strategy Consultants
This neuroeconomic-based client service model focuses on proven practices that will improve
your financial success as an adviser, and help
your clients make smarter financial decisions.
Licensed to do business in all 50 states, Ryan
Insurance Strategy Consultants is an independent insurance brokerage firm specializing in
life, disability and long-term care insurance policy analysis for fee-only financial advisors and
their clients. We are also a disability plan administrator for several large financial services
associations. Ryan Insurance Strategy Consultants works exclusively with financial advisors
to help them analyze insurance needs.
FPA MEMBER DISCOUNT
Save 20% on consulting services
Promo code: FPA2014
PRODUCTS
FPA Price: $200/month for first year,
$149/month thereafter
FPA MEMBER DISCOUNT
FPA Group Rates
CONTACT
917.388.2914
[email protected]
www.SeasonsofAdvice.com
PRODUCTS
FPA Group Long Term Disability
• Up to $10,000 of Monthly Disability
Benefit
• 90 Day Elimination Period
• To Age 65
• Inflation Protection
• Retirement Annuity Benefit
• Assisted Living Benefit
SoFi
SoFi offers student loan refinancing, mortgages and personal loans to highly qualified
graduates, with savings of $9,400 on average
over the lifetime of their loans. Our community-based model offers borrowers unique benefits like career coaching, entrepreneurship
support, and unemployment protection. We
offer individual and institutional investors opportunities to invest in these bright minds and
earn compelling rates of return.
FPA Group Term Life
• Up to $250,000 of Group Term Life
• Guaranteed Issue
• Spouse and Family Coverage
CONTACT
800.796.0909 ext. 106
[email protected]
http://www.associationinsurancebenefits.com
FPA MEMBER DISCOUNT
Receive a $300 welcome
bonus when refinancing
Seasons of Advice® Client
Service Model Consulting
CONTACT
855.456.SOFI
[email protected]
www.sofi.com/onefpa
FPA members have access to this premium client service and practice management model
that aims to transform your practice and impress your clients. “We put clients in motion.”
FPA MEMBERSHIP DISCOUNT PROGRAM
25
ONEFPA.ORG/MYFPA
Sprint
CONTACT
603-628-2320
[email protected]
https://fpa.bizunite.com/marketplace/pages/External.html#id=3
Sprint has several rate plans available and
offers the greatest flexibility. Increase productivity and get more bang for your buck
with Sprint. You can have unlimited data, text
and voice or pool it-the choice is yours. 19%
discount on qualified rate plans with an average
savings of 25%-35% compared to Sprint competitors. Program only available in the USA.
SunGard
SunGard’s solutions help advisors create
agile growth through innovative technologies,
efficiency and enhanced service. The comprehensive suite includes award-winning solutions
WealthStation Financial Planning and AllocationMaster, and innovative tools like CompAct, which allows advisors to quickly create
actionable financial plans that help simplify
complex information and make it more meaningful to the client. WealthStation is designed
to satisfy the needs for advisors of all levels
of sophistication and experience. With over 60
different financial planning modules, covering
every topic from single-issue goal-based calculations to detailed, comprehensive lifetime
cash flow analysis, WealthStation makes each
advisor-client experience tailor-made.
FPA MEMBER DISCOUNT*
Receive 19% off most rate plans,
and 25% off Sprint accessories
* Currently available to new Sprint
customers only.
CONTACT
603-628-2320
[email protected]
https://fpa.bizunite.com/marketplace/pages/External.html#id=5
Staples
We make it easy to buy every item your business
needs at a competitive price. Only Staples
Advantage provides you with a combination of
exclusive deep discounts on hundreds of essential
business products, PLUS additional low pricing
on almost every item you’ll find on Staples.
com. With Staples Advantage, you’ll consolidate
and reduce spending on all the categories that
matter to your business. Like light cleaning,
breakroom, technology, furniture and more.
FPA MEMBER DISCOUNT
30 day free trial and 20% off
WealthStation access
CONTACT
646-445-1004
[email protected]
http://www.sungard.com/
wealthstationondemand
FPA MEMBER DISCOUNT
Up to 70% off office, breakroom &
tech products, plus FREE shipping
FPA MEMBERSHIP DISCOUNT PROGRAM
VPI Pet Insurance
Veterinary Pet Insurance® provides affordable
pet health coverage from preventive care to
significant medical incidents. FPA members are
eligible for a 5% discount (or more for multiple
26
ONEFPA.ORG/MYFPA
Learn why personal liability protection is
important.
http://www.acegroup.com/us-en/assets/
ace-prs_jury-verdict-research_Willis-FPA.pdf
pets) which makes this peace-of-mind protection even more affordable. Find out why VPI is
the #1 choice in America for pet insurance.
FPA MEMBER DISCOUNT
Save 5% on pet insurance
Promo code: mention FPA
FPA URL: www.aceprs.com/FPA2014 Wine Country Gift Baskets
CONTACT
1.877.PETS.VPI
http://www.petinsurance.com/onefpa
Wine Country Gift Baskets®has been manufacturing and selling value-priced, quality gift baskets to consumers and businesses for over 25
years. Our 100% Satisfaction and Best Value
Guarantee combined with our knowledgeable
and courteous customer service have made
us the premier source for gift baskets for any
occasion. Wine Country Gift Baskets®’ beautiful gourmet food, wine, fruit and spa gifts are
available through our catalog and website.
Willis Private Client
Coming soon!
Starting October 2014, Willis Private Client, a
leading global insurance broker, will be offering
FPA members access to superior personal
liability protection against high-stakes lawsuits at a reduced price -- all through a Group
Umbrella Liability insurance program from ACE
Private Risk Services. Read our material at the
links below to learn about the critical nature of
this protection.
FPA MEMBER DISCOUNT
10% off entire collection of baskets,
plus logo placement on ribbon and
free personalized cards
FPA MEMBER DISCOUNT
Personal liability protection against
high-stakes lawsuits at a favorable
group rate.
CONTACT
714.869.2003 ext. 2622
[email protected]
http://www.winecountrygiftbaskets.com/information/affil_redir.asp?r=0&sc=FPA2013
Personal liability protection against high-stakes
lawsuits at a favorable group rate.
Wyndham Hotels
Insurance Intelligence White Paper
http://www.acegroup.com/us-en/assets/
ace_personalliabilitywhitepaper_mar-2012_
Willis-FPA.pdf
FPA MEMBERSHIP DISCOUNT PROGRAM
Wyndham Hotel Group is the world’s largest
and most diverse hotel company, encompassing approximately 7,200 hotels and more than
600,000 rooms in 66 countries under fifteen
hotel brands.
27
ONEFPA.ORG/MYFPA
FPA MEMBER DISCOUNT
20% off best available rates
Promo code: 1000007597
CONTACT
800.407.9832
http://www.wyndhamhotelgroup.com/?corporate_id=1000007597
Your Office Agent
Your Office Agent is an innovative corporate
real estate and workplace consultancy. We
provide business people with expert advice
and management of their leased offices and
workplaces. Be it for one office location, a
portfolio of offices worldwide, or virtual, parttime, on-demand, or mobile officing options,
Your Office Agent works to match you with the
best workplace solutions for your needs today,
while anticipating and planning for your changing needs in the future.
FPA MEMBER DISCOUNT
Guaranteed additional 10-15% off
office space solutions
CONTACT
800.600.0881
[email protected]
www.YourOfficeAgent.com
FPA MEMBERSHIP DISCOUNT PROGRAM
28
ONEFPA.ORG/MYFPA