Services
These days, there’s nothing more top of mind than financial security, especially in a volatile and unpredictable economy. But when you connect with someone you can trust, who has your best interests in mind, it’s possible to uncover a world of options and opportunities.
At Futurity First, we specialize in providing personalized insurance solutions from leading insurance and financial services companies — to help you achieve financial peace of mind and prepare for the unexpected.
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Asset Protection – Protect your assets against market losses, the cost of extended care and other uncertainties.
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401(k) Rollover
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Investment Management
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Life Insurance as an Asset
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Long-Term Care
Learn More About Asset Protection
Legacy Planning – Solutions to protect, leverage or transfer assets with continuity and tax efficiency.
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Insurance Policy Review
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Wealth Transfer
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Business Continuation
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Charitable Giving
Learn More About Legacy Planning
Healthcare Planning – Review options and select the right health insurance coverage for your needs.
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Medicare Planning
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Short-Term Care and Critical Illness
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Individual Healthcare Solutions
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Voluntary Benefits Plan for Employers
Learn More About Healthcare Planning
Income Protection – Safeguard your standard of living against market changes and life events.
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Retirement Income Strategies
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Life Insurance for Income Replacement
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Disability Protection