Society Members are leaders in their practice specialty.

Use FSP Corporate programs to reach them with your message!

Corporate Partner Benefits

The Society of FSP works closely with the nation's leading financial service companies to advance the profession through continuing education programs, professional development and a strict code of ethics. The Corporate Partner Program, created in 1984, offers companies the opportunity to take advantage of the unique services and programs provided by the Society of FSP. It also gives companies exclusive access to market products and services to an elite group of credentialed professionals and their clients. Corporate Partners enjoy a variety of value-added benefits:

  1. 30% Discount Off of FSP Membership

    Reward employees with 30% off a one-year membership in the Society of FSP.  These are set aside for new members to the Society of FSP (or former members 2 years out of membership).  Membership in the Society is a valuable resource that will strengthen their careers, provide leadership opportunities and enhance their ethical standards.

  2. Corporate Partner Credit

    Corporate Partners receive a $3,000 credit certificate that can be used toward the discount pricing for the following programs, benefits, and advertising opportunities:

    Annual Meeting—The Society of FSP holds an annual conference which is the premier educational event for members of the Society of FSP and others in the financial services profession. Your certificate can be used to obtain up to four registrations for the event. The credit can also be used obtain an exhibit booth in the Event Resource Center.

    Sponsorship Subsidy - Use a portion of the credit to offset your investment in any of FSP's sponsorship opportunities.

    Arizona Institute—Apply the certificate toward registration at our five-day advanced educational event held every January. The program includes an in-depth look at topics such as retirement planning, wealth transfer techniques, business succession planning, charitable giving strategies, estate planning issues, and long-term care. For additional information: www.arizona-institute.com.

    Society Audiotapes, CDs, and DVDs—Purchase recordings of educational programs on a variety of educational topics pertinent to the financial services industry.

  3. Continuing Education Services

    The Society of FSP is well-known in the financial services industry as the premier provider of continuing education programming. Corporate Partners receive:

    Consulting—A $2,500 credit is available for company program consultation and advisement.

    Company Education Program Production—Retain the Society of FSP to produce a customized company education program, and receive an automatic 10% discount on program development, CE filing fees, and production costs.

  4. Sponsor an FSP Webinar (Sponsored Education Online). By sponsoring a webinar, your company will be predominantly identified as the webinar sponsor and will prvide the speaker and topic. This webinar will also be privded to FSP members at no charge. The Society of FSP will assume all marketing efforts for this webinar. The Society of FSP conducts approximately two webinars per month for our members.

  5. Additional Benefits

    Keeping Current—Complimentary Subscriptions. This audio subscription service is edited by Stephan R. Leimberg, JD, CLU. Keeping Current features Leimberg and various industry experts providing insight and analysis on cases, rulings, and legislation important to financial service practitioners. The service also includes Web access to supporting documents, case studies, court rulings and commentaries.

    Customized Webcasting—The Society of FSP provides Corporate Partners with one free hour of Webcasting on the topic of their choosing.

    Recognition—Participants in the Corporate Partnership Program will be recognized in every issue of the Journal of Financial Service Professionals (6 times a year), at the Clinic for Advanced Professionals, and on the Web site of the Society of FSP with a link back to their Web sites.

    Advertising—Corporate Partners receive a 15% discount off the published rate for an advertisement in our award-winning publication, the Journal of Financial Service Professionals. The discount can also be applied to web advertising on the Society's website.

    Participation Fee—Corporate Partners participate through an annual investment of $10,000.

For more information, contact:
Tony Smith, CLU, ChFC - Managing Director, Marketing & Corporate Development

Our Corporate Partners

The Hartford
Lincoln Financial Group
LPL Financial, LLC
Mass Mutual
NFP Life
New York Life
Northwestern Mutual
Penn Mutual
Principal Financial Group
Securities America
SIGMA Financial
State Farm Insurance
The Lifeline Program
Thrivent Financial