Published 29 June 2018
Futurity First Insurance Group, an independent, nationwide insurance distribution organization that specializes in retirement income and insurance protection solutions with $222m in client assets, has joined independent advisory and brokerage company Securities America.
Futurity First serves the needs of seniors, pre-retirees, families and businesses through a national network of agents and advisors. The firm has completed the transition of 20 advisors to Securities America’s platform and expects to complete the full transition over the coming months.
Founded in 2008, Futurity First is headquartered in Middletown, Connecticut, and has branch offices across the country. In addition to retirement and income planning, the firm offers solutions for life insurance, Medicare, disability, long-term care, and property and casualty, as well as voluntary worksite benefits.
Futurity First’s objectivity and independent approach attract experienced professionals who believe in putting clients’ needs first by offering best-in-class products from industry-leading carriers. The firm provides its advisors in each local area with access to office space and administrative support, then gives them the freedom to choose the solutions that are best for their clients. Futurity First’s business model creates a strong sense of camaraderie and teamwork.
Futurity First chief distribution officer John Haver said: “Our decision to partner with Securities America started with their excellent service, technology and relationships. Relationships are a very big deal to us. We know and trust Securities America. If we run into a problem, there are several people there I know I can call. We needed a good partner for our advisors that offered a suite of products to solve their clients’ needs, and we are confident we have found that partner in Securities America.”
While insurance is the cornerstone of Futurity First’s business, the firm views further expansion into advisory activities as a key growth opportunity in the coming years.
Haver continued saying: “For advisors in our industry, Securities America is well-known and respected. We expect that Securities America’s advisory platform and support will foster our future growth.”
Securities America branch office development and acquisitions executive vice president Gregg Johnson said: “Most insurance agents at other organizations don’t really know what independence looks like. Futurity First incorporates independence into their business model by allowing their advisors to choose the products that are right for their clients.
“Their only priority is what works for the client, period. That focus on clients’ needs makes Futurity First a perfect fit with Securities America’s culture and values. We are pleased to play a key role in their continued growth and success as a strategic partner fueling their ongoing expansion into the advisory sector.”
Source: Company Press Release