How It Works

FinanicalSafteyNet (FSN) offers financial professionals a chance to expand their market reach, connect with new prospects and simultaneously re-connect or nurture their existing clients by sharing our rich content.  While the base level Advisor Membership includes access to public articles and inclusion in our local advisor directory, the true value of FinancialSafetyNet may be realized with an enhanced Advisor Membership.

Paid memberships offer financial professional a chance to connect with the friends, family and clients through a personalized, monthly e-newsletter, The Financial Focus.  The paid member advisor simply chooses their industry focus and leaves a personal note for their email recipients, if so desired; FinancialSafetyNet produces the content and sends out the newsletter.  Now a conversation can begin about the strategies, products or educational information relevant to the clients needs.

Other membership enhancements include customized reporting so you can analyze then re-target your marketing campaign as necessary, and phone support for those who might need technical assistance on a regular basis.

What Benefits are available at each level?
Listed below are the Advisor Membership levels and their benefits:

  • choose your plan

  • Advisor Search ProfileAdvisor Search Profile
  • Advisor NewsletterAdvisor Newsletter
  • Professional Newsletter DesignProfessional Newsletter Design
  • Newsletter Emails sent per MonthNewsletter Emails sent per Month
  • Newsletter AnalyticsNewsletter Analytics
  • Custom ReportingCustom Reporting
  • 24/7 Site Access24/7 Site Access
  • Original & Updated ContentOriginal & Updated Content
  • Email SupportEmail Support
  • Phone SupportPhone Support
  • Profile ManagementProfile Management
  • Access To Premium ContentAccess To Premium Content
  • Secure ServerSecure Server
  • Ad Free InterfaceAd Free Interface
  • Free Upgrades and SupportFree Upgrades and Support
  • Pro Plan

  • On Sale!

    Regularly $4.95,
    Right Now FREE!

  • Advisor Search ProfileName, Company
    Full Address, Photo,
    Business Website
    Email Address + Phone, Biography,
    Social Presence
  • Advisor Newsletterno
  • Professional Newsletter Designno
  • Newsletter Emails sent per Monthno
  • Newsletter Analyticsno
  • Custom Reportingno
  • 24/7 Site Accessyes
  • Original & Updated Contentyes
  • Email Supportyes
  • Phone Supportno
  • Profile Managementno
  • Access To Premium Contentno
  • Secure Serveryes
  • Ad Free Interfaceyes
  • Free Upgrades and Supportno
  • Premier Plan

  • $39.95

    per month

  • Advisor Search ProfilePro
  • Advisor Newsletteryes
  • Professional Newsletter Designyes
  • Newsletter Emails sent per MonthUp to 500
  • Newsletter AnalyticsEmails Sent, Opened, Clicked
  • Custom Reportingno
  • 24/7 Site Accessyes
  • Original & Updated Contentyes
  • Email Supportyes
  • Phone Supportno
  • Profile Managementyes
  • Access To Premium Contentyes
  • Secure Serveryes
  • Ad Free Interfaceyes
  • Free Upgrades and Supportyes
  • Sign Up Fee: $99.95
  • Platinum Plan

  • $49.95

    per month

  • Advisor Search ProfilePro
  • Advisor Newsletteryes
  • Professional Newsletter Designyes
  • Newsletter Emails sent per MonthUp to 1000
  • Newsletter AnalyticsPremier + Expanded details
  • Custom Reportingno
  • 24/7 Site Accessyes
  • Original & Updated Contentyes
  • Email Supportyes
  • Phone Supportyes
  • Profile Managementyes
  • Access To Premium Contentyes
  • Secure Serveryes
  • Ad Free Interfaceyes
  • Free Upgrades and Supportyes
  • Sign Up Fee: $99.95
  • Enterprise Plan

  • Perfect for Large Groups
    Email for Pricing

  • Advisor Search ProfilePro
  • Advisor Newsletteryes
  • Professional Newsletter Designyes
  • Newsletter Emails sent per Month1000 +
  • Newsletter AnalyticsPremier + Expanded details and optional custom
    reporting
  • Custom Reportingyes
  • 24/7 Site Accessyes
  • Original & Updated Contentyes
  • Email Supportyes
  • Phone Supportyes
  • Profile Managementyes
  • Access To Premium Contentyes
  • Secure Serveryes
  • Ad Free Interfaceyes
  • Free Upgrades and Supportyes

 

What are my payment options?
All payments are made online via credit or debit card(s). Our secure processing is done via the FSN secure site payment page.  In an effort to ensure each member’s privacy, no credit card information is stored on our servers. It is all handled by a secure, reputable PCI-DSS compliant transaction gateway, available 24/7.

The company we use adheres to strict industry standards for payment processing, encryption, privacy and security, including:

  • User-friendly credit and debit card tools for updating card information or managing multiple credit cards.
  • 128-bit Secure Sockets Layer (SSL) technology for secure Internet Protocol (IP) transactions.
  • Industry leading encryption hardware and software methods and security protocols to protect customer information.
  • Compliance with the Payment Card Industry Data Security Standard (PCI-DSS)

We accept Visa, MasterCard, Discovery, AMEX and Debit Cards with these logos.

I am already a registered FSN Advisor, what level of membership do I have now?
Existing FSN Advisors are Pro Plan level. Your current FSN Advisor membership level is displayed in the Advisor Dashboard under My Subscriptions.

How long do the FSN Advisor memberships last?
Pro Plan memberships are indefinite as long as you want to be listed in the FSN Advisor Directory. Paid plans are on a month-to-month renewal basis.

How do I renew my FSN Advisor membership?
By default, paid FSN Advisor memberships will auto-renew. This is done via automated payments unless you turn that feature off on the payment page. You will get a reminder prior to credit/debit card expiration date so that you can verify payment information or change the payment method prior to being charged.

Can I change my FSN Advisor membership level after I join?
Yes you can. All FSN Advisor members have been initially assigned to the Pro Plan level and can be changed at any time. Upgrading your level of membership can be done from the FSN Advisor Member Dashboard.

Can I cancel my FSN Advisor membership after payment is made?
Cancelling your paid FSN Advisor membership will reduce it to a Pro Plan level. No refunds will be provided. The remainder of your paid FSN Advisor membership term and benefits will continue until the last day of the month in which cancellation was requested. Cancellations must be requested in writing via email to [email protected]

Can my company pay for my membership?
Individual payment options allow you to use payment information provided by an alternative payment source. We offer corporate and group memberships under the Enterprise Plan level. Please review “choose your plan” (above) for details.

Who can I contact if I have further questions or concerns?
Please contact our Membership Director via email at [email protected]