Meet our Sales Team
Director of Life & Investment Products
Drew joined us in 2011 with 25 years experience in personal financial planning and holds his Certified Financial Planner designation. Beginning his career as an agent in New York City, Drew then joined a privately owned wealth planning organization where he helped grow insurance revenue by 30%. He brings a wealth of knowledge in the areas of estate planning, wealth accumulation and tax-reduction strategies. Drew supports Futurity First agents with assistance in case design, product analysis and developing retirement strategies utilizing specific insurance vehicles from our diverse Product Portfolio.
Assistant Vice President of Product Management
Kevin came to Futurity First with 10 years of experience in various capacities with in the insurance industry. Throughout his career, Kevin gained valuable hands-on experience from his various wholesaling roles as well as assisting with the building of a distribution for a boutique insurance carrier. This experience has translated into successfully assisting agents at Futurity First enhance their practices. After joining us in 2008, Kevin has worked to drive annuity sales through webinars, in-branch training, client seminars, and point of sale assistance. Kevin assists and supports our agents in case planning, product positioning and helping agents navigate and understand the many complex annuity products that are available to them with a high-touch approach for the best possible result.
Kevin is Series 7 & 65 licensed.