Advisor Support Lets You Focus on Building Your Business
Independent but not alone - this is how our advisors tend to describe themselves and how they work. We understand that you probably want to build your practice on your terms. But having a partner there to help with things like case management, commission processing, appointments and new business tracking allows you to focus on what you do best - address the needs of your clients. Let our advisor support team be the roots that allow your practice to thrive and grow.

Local Support Designed to Help You Succeed
Our managing directors and office managers allow you to leverage the national Futurity First offering on a local level - with boots on the ground, we ensure that you have what you need to be successful, without feeling disconnected from a “home office” thousands of miles away. Even though you’re free to be independent in the way you work with your clients, you don’t have to go it alone. Even better - none of this costs you anything which means the money you may be spending on these things as independent advisor could go right back into your pocket. We offer:

  • Local administrative support
  • Office space that includes telephones, technology such as scanners, copiers and printers, workspace and meeting space
  • Errors & Omissions Insurance*
  • Website* and email
  • 24/7, real-time web-based access to all of your business
  • Dedicated case managers
  • In-house commission processing team

Futurity Agency Management Engine
Our service center is the one-stop, go-to center for your new business processing, commissions, and appointment support. FAME is built on four industry-leading platforms – iPipeline, VUE, SureLC and DocStar – all designed to deliver top-flight information on your cases and accurate tracking of your commissions, while ensuring your business moves quickly from submission to commission. 

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101 Centerpoint Drive, Suite 208
Middletown, CT 06457

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