It is our mission to bring the best possible insurance and financial resources to all clients in the communities we serve. We work with our clients to develop a comprehensive strategic plan to grow their assets and protect what’s most important to them. We pride ourselves on providing professional, top-notch service starting with the initial conversation and throughout a client’s life as their needs change. We want our clients to be able to dream more, learn more, do more, give more, and become more because their financial future is secure.

We accomplish this in a positive, productive, and fun work environment with a team culture that is second to none. We are embracing the future of financial services with top of the line technology and best-in-class product offerings. Our objective and innovative agents and advisors are empowered to serve their clients with an expansive portfolio from top-of-the-line carriers and are backed by support and training amongst our team’s expansive expertise.

Why Join Futurity First?

  • Partner with dozens of top notch carriers
  • Own your own book of business
  • Next level technology
  • We take care of you, so you can take care of your clients
  • Intuitive virtual platform

Futurity First’s Client Strategies help guide the way to financial well-being through simple, safe and effective planning designed to protect what matters most.


  • Safe Money Planning
  • 401(k) Rollover Solutions
  • Investment Management
  • Life Insurance as an Asset
  • Long-Term Care Strategies


  • Insurance Policy Review
  • Wealth Transfer
  • Business Continuation
  • Charitable Giving


  • Medicare Planning
  • Short-Term Care and Critical Illness
  • Individual Healthcare Solutions


  • Retirement Income Strategies
  • Life Insurance for Income Replacement
  • Disability Protection

Meet Our Leadership Team

Dan Michel

Dan Michel
General Manager
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In May 2023, Dan Michel joined Futurity First as the General Manager of the Upstate New York branch. He will be leading the new branch as it opens.

Dan’s career started back in 1996 as an advisor for Mutual of Omaha. Throughout his career, he has held multiple leadership positions that focus on driving production and results as well as recruiting new talent. Some of his previous leadership positions include General Manager of Central New York Division Offices at Mutual of Omaha, Senior Managing Director at Vision Financial Group, and Senior Executive Vice President and Chief Sales Officer for Mass Mutual in their upstate New York offices. Over the years, Dan has earned his LUTCF and SIE industry certifications. He currently holds his L&H, Series 6, 63 and 26 licenses.

Dan lives in Syracuse, New York with his wife, Lori, and their three children. Outside of work, he enjoys engaging in sports and has helped coach local youth teams in basketball, lacrosse, and football.

Join Our Team

Connect with us to explore your limitless potential at Futurity First. Whether you have been in the insurance or financial industry for years or are just starting out, our unparalleled technology, marketing programs and support will take your practice to new heights.