Diverse Product Platform Futurity First offers an open-architecture product and investment solutions platform, providing a broad range of options that can be tailored to meet the needs of various client segments, presenting opportunities to cross-sell and upsell complementary insurance and financial products.
Hybrid Agency Model The company's unique hybrid model supports both career agents and independent brokers, enabling targeted outreach to different distribution channels and expanding potential sales through diverse advisor networks.
Strong Industry Position With revenue estimated between one to ten billion dollars and a sizable workforce, Futurity First maintains a significant market presence, allowing for scalable sales initiatives within the competitive insurance and financial services landscape.
Recent Leadership Growth Strategic hires of operations managers and directors in 2017 suggest an emphasis on expanding operational capacity and efficiency, which can translate into increased sales support and new client acquisition strategies.
Technological Infrastructure Utilizing a robust tech stack including AWS, Telerik, and Google Analytics, the company is well-equipped to gather client insights and optimize digital marketing efforts, thereby enhancing lead generation and customer engagement opportunities.