Crash Course
Annuity
An annuity is a financial contract with an insurance company that provides the purchaser with a steady source of income in retirement. The insurance company makes a series of regularly spaced payments to the purchaser in return for a premium or premiums paid.
Life Insurance
Life insurance is a contract between an insurance company and the policyholder that provides financial security to a policyholder’s loved ones upon death.
Care Planning
Care planning is a proactive process that involves creating a detailed plan to help mitigate the financial and logistical impact of potential future long-term care (LTC) needs. It may include LTC insurance or alternative funding solutions, as well as coordinating a plan for who, where, and how care will be administered.
Our Family of Companies
An all-encompassing registered investment advisor to empower the investment advisor representatives (IARs) and drive business growth
A broker-dealer offering investment and insurance solutions to grow and protect investment portfolios
A property and casualty insurance company that also provides errors and omission insurance and cybersecurity insurance coverage options for personal and business risk mitigation
A product development company that creates, develops, and implements the groundbreaking life and annuity products clients are looking for
A team of autonomous wholesalers who market annuity, life insurance, and long-term care solutions from selected carriers to institutions (banks), broker-dealers, and independent financial professionals
Your Team Member Toolbox
Quick Links for New Hires
Our platform for day-to-day HR operations where you can view details about payroll, enrolling in benefits, requesting PTO, and department organization charts
Retirement savings platform through BlueStar where you can enroll, increase your contribution rate, set progressive savings, or review your investments
Step-by-step instructions from IRS.gov for completing your W-2 forms
Disclaimer: This information is not legal advice. Please consult a legal professional for guidance
Our platform for team communication and collaboration within FIG
Give the GIFT of Positive Impacts
Backed by FIG’s foundation of ethical standards, our GIFT initiative provides both monetary and volunteer support to local organizations with a focus on making a difference in the areas of financial literacy, education, and hunger.
FIG team members are extended the opportunity to volunteer with each of our core partners throughout the year or can choose to dedicate their time volunteering with their families on their own schedule.
Our 2024 Core Partners
Supplying free food provisions to students experiencing food insecurity
Foster equity in education by providing teachers and students with free resources they need to succeed
Creating connections to food, education, and resources as a catalyst for change in the community
Working with the community to improve economic mobility to ensure everyone has the opportunity to reach their full potential
FIG team members have the opportunity to nominate a charity or cause to receive FIG's GIFT fund at the end of each year. If you'd like to make a contribution to the GIFT fund, please see this form.
Additional Resources
To access additional resources, you must be connected to the Company drive.
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FIG Seating Chart: Company > Human Resources > 2024 Floor Plan - NEW.pdf
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FIG Org Chart: Company > Human Resources > FIG Org Chart 2024.pdf
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FIG Handbook: Company > Human Resources > Handbooks & Policies > 2024 Employee Handbook