Additional Resources
We’re always looking to add more value to our members. Benefits of membership in the Network go beyond technology discounts or compliance support. We’re here for you every step of the way.
Is there a benefit that you haven’t seen and would like us to include for advisors in XYPN? Drop us a line and we’ll try to add it to additional resources like these:
Disability Insurance
XYPN members under 40 can get a 10% premium discount on disability insurance if also a member of FPA or NAPFA. The plan is underwritten by MetLife and administered by Ryan Insurance Strategy Consultants. These group LTD plans are 30-60% less expensive than individual policies with similar features.
Access to LLIS
LLiS provides fee-for-service financial advisors and their clients with comprehensive planning solutions, individual consulting, extensive education, and unique support services. Insurance is all they do, and a high-touch, high-tech approach is how they do it.
Guides, Templates, and Worksheets
In addition to all our CE opportunities, the entire XYPN Academy, and the collective knowledge base that comes together in the forums, we put together a number of resources that members can take advantage of. Get a sample by downloading our Business Plan Template, First Year Budget, or our free ebook, The Virtual Advisor
What This Benefit Provides You
We all need a community of fellow professionals — a community of peers we can rely on and share knowledge with. We know advisors with study groups and masterminds are more successful than those without.
And we believe that part of the reason why XYPN members are so decorated with industry accolades and recognition is because of the strong support each individual in the Network offers everyone else.
Whether it’s a relationship between members or between members and XYPN staff, we share bonds that go beyond online forums. And that makes a huge difference when you’re starting, running, or growing a financial planning firm.
It’s about collaboration, not competition. It’s about building a shared base of knowledge, experience, ideas, and information about what works and what doesn’t, or about how to better serve clients, or about how to improve your practice management or better market your RIA.
“XYPN really represents the future of the profession. It is in the cutting edge in terms of business models, technology implementation and commitment to excellent client service to everyone no matter how wealthy they are.”
-Marcio Silveria
Want to know ALL of the perks of XYPN Membership?
Download our free Member Benefits Directory
Our info-packed Member Benefits Directory details all the benefits you can enjoy as a member of the Network. With over 70-pages of free-for member services, exclusive opportunities, additional discounts and official partners you’ll see why over 1,000 fee-for-service financial advisors are part of the XYPN community. .
