Become a Corporate Sponsor

OUR VISION FOR OUR PARTNERS:

To develop a long term, professional and mutually profitable relationship with our sponsor partners and to create an excellent working relationship between our members and partners.

The Financial Planning Association is one of the largest, most active, and most sophisticated financial advisor groups in the country with over 23,000 members and nearly 100 active local chapters. The FPA North Alabama is widely recognized as a leader in the financial planning community and one of the most successful chapters in the country.
Our chapter recently received an Outstanding Achievement Award in the categories of Advocacy, Financial Literacy, and Partnering with Like-Minded Organizations.
Our members include financial planners, broker dealers, insurance professionals, attorneys, CPAs, investment specialists as well as banking and thrift professionals. Your promotional activities reach an ideal target audience.
The FPA North Alabama’s 175+ members are a valuable audience. Members collectively manage substantial investment assets on behalf of clients. Many FPA members are nationally known and active within leading professional groups and societies. FPA North Alabama members have a wide range of industry experience ranging from seasoned forty or more years to novice first year planners.

PARTNER BENEFITS

 

RECOGNITION
Visibility as a FPA North Alabama partner throughout the year at all FPANA events, in all newsletters, as well as on our website.
EXPOSURE
You are welcomed to our chapter events and introduced to our membership on a consistent basis. The financial professionals you’ll meet through the FPANA Chapter can help you build long-term business relationships.
EXHIBIT TABLE
Members are continually looking for information on new products and services to meet their clients’ needs. Platinum and Gold level partners can display your materials at the monthly chapter meetings to a targeted audience.
OPPORTUNITIES
You have the opportunity to meet and share your message with attendees at the chapter meetings, partner event, and annual symposium. It’s an excellent time to collect business cards for follow-up marketing.
EXHIBITOR SPACE
Exhibitor space at our annual FPA North Alabama Symposium.

QUICK FACTS

Of the current chapter members that reported:

Members are

72% CFPs
10% ChFCs
11% COAs

Members who hold

42% Bachelor’s Degree
40% Master's Degree
18% Ph.D. 

Members who Hold

41% Series 7
50% Series 63, 65, or 66

Member's Licensed

38% Life Insurance
32% Health Insurance
23% Fixed Annuity
24% Variable Annuity

Compensation

36% Fee Only
2% Commision Only
62% Fee Based

Long term involvement equals lasting relationships

FIVE LEVELS OF PARTNERS:

I. Platinum Partner
$3,500

Limited to 1 – Platinum and Gold levels are the highest level of FPANA Partnership.
Eligibility requirements for Platinum Partners:

  • Priority in 2018 will be given to the Platinum Partner in the previous year.

  • The prior year Platinum Partner will have until October 31, 2017 to submit the signed agreement. After October 31st, this level of sponsorship will be given to the first new sponsor that submits a completed signed Agreement. If there is a conflict, the Board will decide via a majority vote.

  • Payment in full needs to be made by January 31, 2018, unless an extension of time is approved by a Board Representative

  • Please see Chart for all Benefits


II. Gold Partner
$2,500

Limited to 6 – Platinum and Gold levels are the highest level of FPANA Partnership.
Eligibility requirements for Gold Partners:

  • Priority in 2018 will be given to External Sponsors in the previous year.

  • The first 6 External Sponsors to submit a signed agreement will be Gold Sponsors for 2018.

  • November 1, 2017, if spots remain, this Partnership Level will be opened up to those companies that were not External Partners in 2017. If there is a conflict, the Board will decide via a majority vote.

  • Payment in full needs to be made by January 31, 2018, unless an extension of time is approved by Board Representative

  • Please see Chart for all Benefits

BECOME A GOLD PARTNER

 

III. Silver Partner
$1,500

Unlimited Eligibility requirements for Silver Partners:

  • Signed Agreements will need to be submitted by January 1, 2018

  • Payment in full needs to be made by January 31, 2018, unless an extension of time is approved by a Board Representative

  • Please see Chart for all Benefits

BECOME A Silver PARTNER

 

IV. Non-Profit Partner
$1,000

Limited to 2 – Eligibility requirements for Non-Profit Partners:

  • Signed Agreements will need to be submitted by January 1, 2018

  • Payment in full needs to be made by January 31, 2018

  • Please see Chart for all Benefits

 

BECOME A NON-PROFIT PARTNER

 

V. Internal Partner
$1,000

Unlimited – Eligibility requirements for Internal Partners:

  • None

 

BECOME AN INTERNAL PARTNER

If you would like to discuss partnership opportunities in greater detail, please contact Jim Sumpter, FPANA Partnerships Director, at 205.510.9074 or jsumpter@rfgadvisory.com. All Partnership Packages are based on the 2018 calendar year. FPANA reserves
the right to require all membership literature, correspondence and ad submissions to conform to our policies and format regulations, and may require all sponsor speaker presentations be eligible for quality CE credit, as well as speaker outlines, bios and handouts be submitted by the requested due date in order to be eligible for a sponsor speaker presentation time for the monthly meetings, the Symposium or any other speaking event.

Download the 2018 Corporate Partnership Package Here