The Individual Financial Services (IFS) Program provides Members and their families with personalized financial planning and advisory services to complement their group benefits.
How IFS Can Help:
Your group coverage provides excellent, comprehensive protection tailored to the general needs of the group. However, to ensure you and your family are fully covered in the event of an unexpected death or illness, it is important to consider additional coverage options that cater specifically to your unique circumstances.
Our Individual Financial Services provide personalized financial planning and advisory support to help you achieve your financial goals. We offer tailored advice on retirement planning, investment strategies, savings plans, and life and living benefit insurance. Through one-on-one consultations and educational programs, we empower you to make informed decisions about your financial security.
Our services are free and included in your plan at no additional cost. With salaried advisors, we prioritize your financial needs, not commissions.
We offer online and in-person meetings on important topics like insurance coverage, retirement planning, and financial security for you and your family.
Countless individuals have benefited from IFS' personalized advice. By speaking with an advisor, you can discover ways to save on your coverage, particularly if you are currently or soon will be:
Purchasing property – Save on mortgage insurance
Having children or expecting a newborn – Protect your family’s income in case of a parent’s unexpected passing
Planning for retirement or a significant project – Secure your financial future
Experiencing a family loss – Cover final expenses
Making a substantial purchase – Safeguard your investment against unforeseen events
Changing jobs or experiencing job loss – Adjust or retain group coverage based on your new situation
Getting married or divorced – Plan for the financial impact of this change
Starting a business – Ensure business continuity in the event of a partner’s unexpected passing
Please note that the Individual Financial Services available from BPA (“IFS”) is not offered as part of the Insulators Local 95 Benefit Fund or paid for by the Trustees of the Insulators Local 95 Benefit Fund (the “Trustees”). The Trustees are not liable for any losses incurred by Members or their Eligible Dependents connected with advice received through IFS.
How to use the program
You may schedule a meeting by calling 1-866-617-5777 (extension 1550), emailing ifs@bpagroup.com, visiting https://calendly.com/d/cmgx-rr2-f95, or scanning the QR Code below:
