Ask yourself - where will your career be at the end of this year? If you don’t have a solid plan for growth, chances are you will be stuck doing the same old thing. It’s important to take time to think about your practice as a whole, set goals and develop strategies. At Futurity First we provide the tools and leadership to help you do that.
Our advisors’ success is built through five pillars: marketing, training and development, product portfolio, advisor support, and compensation and recognition.
With our marketing programs, you can design a perfect mix to help you meet new prospects, cultivate your existing clients and take your practice to the next level.
Quality
Local Expertise
Choice
Customization
"I needed access to forward-thinking marketing expertise that could help me generate leads and build my book of business. Since I started with Futurity First, I'm seeing more prospects each week and my referral rate has increased significantly."
-Gordy Hill, Insurance Advisor
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We know that people learn differently. That's why we offer a wide range of training. From national webinars and online portals to local mentorship and more, you'll find something that works best for you.
Training
In-Person
On-Demand
Training Topics
"I was new to the industry and with the support of everyone in the back office, training webinars and knowing that at least once a month we have someone in our office live training on certain products, it's just amazing, I couldn't have done it anywhere else."
-Gupreet Singh, Insurance Advisor
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With our marketing programs, you can design a perfect mix to help you meet new prospects, cultivate your existing clients and take your practice to the next level.
Choice
Support
Coverage
We've partnered with broker-dealer Securities America to give our financial advisors access to an open platform of investment products and solutions.
With our advisor support services, back office support is provided at no cost so that you can focus on doing what you do best: addressing your clients' needs.
Office Manager
Software
Home Office
From Submission to Commission
"We are solely focused on supporting the field, we're not an insurance company that's manufacturing products, we're solely designed and created to support the Managing Directors and Advisors truly build the practices they desire."
– Curtis Carey, Sales Vice President
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Our production bonuses are aggregate. You get paid on all of your production instead of just one product at a time, which means you get higher commissions.
Commissions
Bonuses
Incentives
"One of the main reasons why I joined Futurity is because you're not limited, in other words, you can make as much money as you care to make, and work as hard as you want to work, they give you the tools, they help with your advertising, they set you up. It's your business to run inside of a business."
-Danny Gilley, Insurance Advisor