EISI Newest Affinity Partner in FPA Member Advantage Program - Insurance News | InsuranceNewsNet

InsuranceNewsNet — Your Industry. One Source.™

Sign in
  • Subscribe
  • About
  • Advertise
  • Contact
Home
Topics
    • Advisor News
    • Annuity Index
    • Annuity News
    • Companies
    • Earnings
    • Fiduciary
    • From the Field: Expert Insights
    • Health/Employee Benefits
    • Insurance & Financial Fraud
    • INN Magazine
    • Insiders Only
    • Life Insurance News
    • Newswires
    • Property and Casualty
    • Regulation News
    • Sponsored Articles
    • Washington Wire
    • Videos
    • ———
    • About
    • Advertise
    • Contact
    • Editorial Staff
    • Newsletters
  • Exclusives
  • NewsWires
  • Magazine
  • Newsletters
Sign in or register to be an INNsider.
  • AdvisorNews
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Exclusives
  • INN Magazine
  • Insurtech
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Video
  • Washington Wire
  • Life Insurance
  • Annuities
  • Advisor
  • Health/Benefits
  • Property & Casualty
  • Insurtech
  • About
  • Advertise
  • Contact
  • Editorial Staff

Get Social

  • Facebook
  • X
  • LinkedIn
Get our newsletter
Order Prints
June 28, 2011
Share
Share
Post
Email

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

  • Why aligning wealth and protection strategies will define 2026 planning
  • Finseca and IAQFP announce merger
  • More than half of recent retirees regret how they saved
  • Tech group seeks additional context addressing AI risks in CSF 2.0 draft profile connecting frameworks
  • How to discuss higher deductibles without losing client trust
More Advisor News

Annuity News

  • Allianz Life Launches Fixed Index Annuity Content on Interactive Tool
  • Great-West Life & Annuity Insurance Company Trademark Application for “SMART WEIGHTING” Filed: Great-West Life & Annuity Insurance Company
  • Somerset Re Appoints New Chief Financial Officer and Chief Legal Officer as Firm Builds on Record-Setting Year
  • Indexing the industry for IULs and annuities
  • United Heritage Life Insurance Company goes live on Equisoft’s cloud-based policy administration system
More Annuity News

Health/Employee Benefits News

  • NFIB NEW MEXICO CHAMPIONS SMALL BUSINESS REFORMS TO ADDRESS RISING HEALTH INSURANCE COSTS
  • Restoring a Health Care System that Puts Patients First
  • Findings from University of Nevada Yields New Data on Opioids (Aca Dependent Coverage Extension and Young Adults’ Substance-associated Ed Visits): Opioids
  • Recent Studies from University of Tennessee Add New Data to COVID-19 (Uncovering Gaps in Childhood Vaccine Coverage: A Post-COVID-19 Analysis of Vaccine Disparities in Tennessee): Coronavirus – COVID-19
  • AM Best Affirms Credit Ratings of Prudential Financial, Inc. and Its Life/Health Subsidiaries
More Health/Employee Benefits News

Life Insurance News

  • Pioneering businessman, political and social leader Mack Hannah Jr., remembered
  • Allianz Life Launches Fixed Index Annuity Content on Interactive Tool
  • AM Best Affirms Credit Ratings of Orion Reinsurance (Bermuda) Ltd.
  • AM Best Affirms Credit Ratings of Prudential Financial, Inc. and Its Life/Health Subsidiaries
  • Globe Life reports solid quarter of sales, Bermuda reinsurer ramps up
Sponsor
More Life Insurance News

- Presented By -

Top Read Stories

More Top Read Stories >

NEWS INSIDE

  • Companies
  • Earnings
  • Economic News
  • INN Magazine
  • Insurtech News
  • Newswires Feed
  • Regulation News
  • Washington Wire
  • Videos

FEATURED OFFERS

Elevate Your Practice with Pacific Life
Taking your business to the next level is easier when you have experienced support.

LIMRA’s Distribution and Marketing Conference
Attend the premier event for industry sales and marketing professionals

Get up to 1,000 turning 65 leads
Access your leads, plus engagement results most agents don’t see.

What if Your FIA Cap Didn’t Reset?
CapLock™ removes annual cap resets for clearer planning and fewer surprises.

Press Releases

  • Prosperity Life Group Appoints Nick Volpe as Chief Technology Officer
  • Prosperity Life Group appoints industry veteran Rona Guymon as President, Retail Life and Annuity
  • Financial Independence Group Marks 50 Years of Growth, Innovation, and Advisor Support
  • Buckner Insurance Names Greg Taylor President of Idaho
  • ePIC Services Company and WebPrez Announce Exclusive Strategic Relationship; Carter Wilcoxson Appointed President of WebPrez
More Press Releases > Add Your Press Release >

How to Write For InsuranceNewsNet

Find out how you can submit content for publishing on our website.
View Guidelines

Topics

  • Advisor News
  • Annuity Index
  • Annuity News
  • Companies
  • Earnings
  • Fiduciary
  • From the Field: Expert Insights
  • Health/Employee Benefits
  • Insurance & Financial Fraud
  • INN Magazine
  • Insiders Only
  • Life Insurance News
  • Newswires
  • Property and Casualty
  • Regulation News
  • Sponsored Articles
  • Washington Wire
  • Videos
  • ———
  • About
  • Advertise
  • Contact
  • Editorial Staff
  • Newsletters

Top Sections

  • AdvisorNews
  • Annuity News
  • Health/Employee Benefits News
  • InsuranceNewsNet Magazine
  • Life Insurance News
  • Property and Casualty News
  • Washington Wire

Our Company

  • About
  • Advertise
  • Contact
  • Meet our Editorial Staff
  • Magazine Subscription
  • Write for INN

Sign up for our FREE e-Newsletter!

Get breaking news, exclusive stories, and money- making insights straight into your inbox.

select Newsletter Options
Facebook Linkedin Twitter
© 2026 InsuranceNewsNet.com, Inc. All rights reserved.
  • Terms & Conditions
  • Privacy Policy
  • InsuranceNewsNet Magazine

Sign in with your Insider Pro Account

Not registered? Become an Insider Pro.
Insurance News | InsuranceNewsNet