Our Target Market
Futurity First's primary area of focus and expertise lies with the pre-retiree and retiree, middle and mass affluent markets. Our typical client is between 50 and 70 years of age, and is looking to partner with an advisor who can help them with their retirement planning needs - from senior health, to retirement income planning to life insurance and beyond. This market is one of the most under-penetrated segments, so the opportunities are virtually endless.
But we can help advisors who focus on other markets be successful, too, through a platform that gives them access to thousands of product choices, and the backing of a team built to ensure that you have the support you need to succeed. From family-focused planners, business-succession planners to group benefits experts, and more, Futurity First is the right place for every advisor.
Futurity First first opens its doors in 2008. Since then, we've grown exponentially - in more ways than one.
- Number of regional office locations has increased by 65%
- Number of advisors has increased by 130%
- Number of MDRT advisors has grown to 14 - with more qualifying in the coming year
- Our platform has expanded from 14 carriers to over 55 carriers and a broker-dealer
- Average FYC per advisor has increased by 35%
Our corporate offices are located just outside Hartford, Connecticut which is known as the insurance capital of the world. Because of this, we've been able to bring together a top-notch leadership team with a combined 200+ years of experience in the industry. Read more about our team here.