EISI Newest Affinity Partner in FPA Member Advantage Program
FPA Members now eligible for exclusive discounts on needs analysis and financial planning software
June 28, 2011
Winnipeg, MB, Canada – Emerging Information Systems Inc. (EISI®), developer of NaviPlan® and Profiles™ needs analysis and financial planning software, together with the Financial Planning Association® (FPA®), today announced they are the newest affinity provider in the FPA Member Advantage Program.
FPA members are now eligible for exclusive discounts on EISI’s needs analysis and financial planning software proven to help advisers grow their practices. The FPA Member Advantage program was developed to enhance FPA members’ business success, increase their bottom line, and add to the member value. Each of the affinity providers have been carefully reviewed, selected, and promoted to ensure they meet the standards of quality and value for FPA members.
“Our partnership with FPA is a statement that EISI shares their commitment to fostering success for financial professionals,” said Dr. Mark Evans, President and CEO of EISI. “As the most respected association a financial planner could belong to, we are very pleased to align with FPA, the largest membership organization for personal financial planning experts in the U.S. Now, its members are eligible for discounts on the # 1 needs analysis and financial planning software products in North America.”
“FPA is committed to finding the best tools and resources to help our members grow professionally and, in turn, offer their clients premium service,” said Marv Tuttle, CEO and Executive Director of the Financial Planning Association. “We are pleased that EISI can provide our members with tools to help enhance their practices.”
Learn more about EISI’s participation in the FPA Member Advantage Program and the preferred software subscription rates on NaviPlan Select, Profiles Professional, and Profiles Forecaster available to FPA members.
About EISI
EISI, developer of NaviPlan and Profiles software, offers the broadest selection of needs analysis and financial planning tools in North America. Over 20 years of experience, industry-leading software, incomparable service, and unrivaled scale make EISI the technology partner of choice for more than 250,000 financial professionals. EISI solutions can help you get more clients, keep more clients, and sell more products and services. Learn more at www.eisi.com.
About The Financial Planning Association
The Financial Planning Association is the largest membership organization for personal financial planning experts in the U.S. and includes professionals from all backgrounds and business models. FPA members adhere to the highest standards of professional competence, ethical conduct and clear, complete disclosure to those they serve. Based in Denver, Colo., FPA works in alliance with academic leaders, legislative and regulatory bodies, financial services firms and consumer interest organizations. For more information about FPA visit www.FPAnet.org or call 800.322.4237.
Amber Ostermann
Marketing Manager
Emerging Information Systems Inc. (EISI)
888.692.3474 ext. 3122
[email protected]
www.eisi.com
Randy Hildreth
Public Relations Manager
Financial Planning Association (FPA)
800.322.4237 ext. 7190
[email protected]
www.fpanet.org
EISI®, NaviPlan®, and Profiles™ are trademarks of EISI. The Financial Planning Association is the owner of trademark, service mark and collective membership mark rights in: FPA, FPA/Logo and FINANCIAL PLANNING ASSOCIATION. The marks may not be used without written permission from the Financial Planning Association.



Advisor News
- What’s behind private equity investment in insurance brokerages
- Advisors get a win as NJ Senate passes independent contractor bill
- Why federal retirement benefits are more complex than advisors realize
- Why timing the market is still a retirement mistake and what to do instead
- Business owners may be overlooking a key part of their financial picture
More Advisor NewsAnnuity News
- Best’s Special Report: U.S. Life/Annuity Industry Sees Bottom-Line Growth Despite 18% Decline in Total Income in First-Quarter 2026
- Globe Life Inc. (NYSE: GL) Records 52-Week High Thursday Morning
- Fortitude Re Completes $500 Million FABN Issuance
- Reframing retirement income for greater certainty
- Jackson Introduces Dow Jones Industrial Average Index Option, Flexible Premiums, Six-Year Rate Guarantee in Latest Registered Index-Linked Annuity Launch
More Annuity NewsHealth/Employee Benefits News
- New Insurance Findings from University of California Described (The impact of Medicaid expansion on coverage among those lacking housing basics, 2010-2019): Insurance
- New Mexico lawmakers press Presbyterian Health Plan over changes
- Luigi Mangione's lawyers withdraw plans for psychiatric defense
- Karnes County commissioners to consider health insurance renewal, construction projects
- Wyoming lawmakers mull solutions to rising healthcare costs
More Health/Employee Benefits NewsLife Insurance News
- OVER $107 MILLION IN LIFE INSURANCE BENEFITS LOCATED FOR TENNESSEANS IN 2025 THROUGH NAIC'S LIFE INSURANCE POLICY LOCATOR SERVICE
- Maryland Heights man pleads guilty in murder-for-hire death of his mom
- AM Best Affirms Credit Ratings of Everlake Life Group Members
- Industry experts warn NAIC: Fix flawed IUL illustrations now
- InsuranceAUM.com Celebrates a Historic 5th Annual Insurance Investment Executives’ Meeting in Chicago, Honoring Outstanding Industry Leaders and Spotlighting Next Event in Austin
More Life Insurance News