LA VISTA, Neb.--(BUSINESS WIRE)--Securities America, a wholly owned subsidiary of Ladenburg Thalmann Financial Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF), announced today that Futurity First Insurance Group – an independent, nationwide insurance distribution organization that specializes in retirement income and insurance protection solutions with $222 million in client assets – has joined Securities America, an independent advisory and brokerage firm.
Futurity First serves the needs of seniors, pre-retirees, families and businesses through a national network of agents and advisors. The firm has completed the transition of 20 advisors to Securities America’s platform and expects to complete the full transition over the coming months.
Founded in 2008, Futurity First is headquartered in Middletown, Connecticut, and has branch offices across the country. In addition to retirement and income planning, the firm offers solutions for life insurance, Medicare, disability, long-term care, and property and casualty, as well as voluntary worksite benefits.
Futurity First’s objectivity and independent approach attract experienced professionals who believe in putting clients’ needs first by offering best-in-class products from industry-leading carriers. The firm provides its advisors in each local area with access to office space and administrative support, then gives them the freedom to choose the solutions that are best for their clients. Futurity First’s business model creates a strong sense of camaraderie and teamwork.
John Haver, chief distribution officer of Futurity First, said, “Our decision to partner with Securities America started with their excellent service, technology and relationships. Relationships are a very big deal to us. We know and trust Securities America. If we run into a problem, there are several people there I know I can call. We needed a good partner for our advisors that offered a suite of products to solve their clients’ needs, and we are confident we have found that partner in Securities America.”
While insurance is the cornerstone of Futurity First’s business, the firm views further expansion into advisory activities as a key growth opportunity in the coming years.
Haver continued, “For advisors in our industry, Securities America is well-known and respected. We expect that Securities America’s advisory platform and support will foster our future growth.”
Gregg Johnson, Securities America executive vice president of branch office development and acquisitions, said, “Most insurance agents at other organizations don’t really know what independence looks like. Futurity First incorporates independence into their business model by allowing their advisors to choose the products that are right for their clients. Their only priority is what works for the client, period. That focus on clients’ needs makes Futurity First a perfect fit with Securities America’s culture and values. We are pleased to play a key role in their continued growth and success as a strategic partner fueling their ongoing expansion into the advisory sector.”
About Securities America
Securities
America, a wholly owned subsidiary of Ladenburg Thalmann Financial
Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF), is one of the
nation’s largest independent advisory and brokerage firms, with more
than 2,500 independent advisors and over $86 billion in client assets as
of Dec. 31, 2017.
Securities offered through Securities America, Inc., member FINRA / SIPC. Advisory services offered through Securities America Advisors. Securities America and Ladenburg Thalmann Financial Services Inc. are separate entities from all other entities named.
About Ladenburg Thalmann
Ladenburg Thalmann Financial
Services Inc. (NYSE American: LTS, LTSL, LTS PrA, LTSF) is a
publicly-traded diversified financial services company based in Miami,
Florida. Ladenburg’s subsidiaries include industry-leading independent
advisory and brokerage (IAB) firms Securities America, Triad Advisors,
Securities Service Network, Investacorp and KMS Financial Services, as
well as Premier Trust, Ladenburg Thalmann Asset Management, Highland
Capital Brokerage, a leading independent life insurance brokerage
company, Ladenburg Thalmann Annuity Insurance Services, a full-service
annuity processing and marketing company, and Ladenburg Thalmann & Co.
Inc., an investment bank which has been a member of the New York Stock
Exchange for over 135 years. The company is committed to investing in
the growth of its subsidiaries while respecting and maintaining their
individual business identities, cultures, and leadership. For more
information, please visit www.ladenburg.com.
