The Family Security Plan

What The Family Security Plan does

The Family Security Plan is a privately held financial services/insurance company founded in 1973 and headquartered in Orange, California, operating with 251-500 employees. Per its stated positioning, the company is built on the belief that affordable insurance solutions should be available to everyone, indicating a broad-market, accessibility-focused approach to distributing insurance products. Leadership comprises a multi-generational C-suite including co-founders John Schmitt (CBDO) and Stanley Sussman, Chief Visionary Officer David Sussman, COO/EVP Julie Knuff, CSO/EVP Sean McGinley, Chief Growth Officer/SVP Dustin Riedel, and SVP/CFO Joseph Herzog, suggesting a mature operating entity with formal functional leadership across growth, operations, strategy, and finance.

Beyond its core insurance business, the company has extended into the education/student-wellness vertical through Uccountability, a sub-brand consisting of a mobile app and program developed in partnership with the University of New Haven and announced on 2026-01-20 by Chief Visionary Officer David Sussman. Uccountability targets university students and is designed to foster personal accountability, resilience, focus, and goal achievement across personal, academic, and professional domains, with planned expansion via a credit-bearing university course. No public pricing, customer counts, revenue figures, or technical architecture for the app have been disclosed in the available sources, and the company has no reported funding rounds, parent company, acquisitions, or disclosed investors.

Name

The Family Security Plan

Website

https://familysecurityplan.com

Company type

Private

Founded year

1973

Operating status

Operating

Headcount range

251–500 employees

Short description

The Family Security Plan is a privately held US financial services and insurance company founded in 1973 and based in Orange, California, focused on delivering affordable insurance solutions to a broad audience. It is also developing Uccountability, a mobile app and student-accountability program in partnership with the University of New Haven.

Ownership category

akta.pro rank

Product category

Insurance Services

NAICS

Health and Welfare Funds (525120), Finance and Insurance (52)

SIC

Accident & Health Insurance (6321)

akta.pro primary industry

Risk Management & Insurance Advisory for Families (FSAAADAK)

akta.pro secondary industry

Student Health Insurance Plans (University-Sponsored) (FSAIAFAI)

Keywords

• Affordable insurance
• Family insurance
• Personal insurance
• Insurance solutions
• Financial security

Headquarters

HQ city

Orange

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Core offering

The Family Security Plan provides affordable insurance and financial security solutions aimed at individuals and families. The company also offers Uccountability, a mobile application and program developed with the University of New Haven that helps students set and achieve personal, academic, and professional goals through accountability partnerships.

Product overview

The Family Security Plan is a financial services company. David Sussman, its chief visionary officer, is collaborating with the University of New Haven to develop Uccountability, a program and mobile app that helps students set and achieve personal, academic, and professional goals through accountability partnerships. The product aims to foster resilience, focus, and goal-oriented actions among students, with plans to expand through an app and a course for credit.

Differentiator

Problem solved

Functional benefit

Brands

• Uccountability: A program and app developed in partnership with the University of New Haven that helps students set and achieve personal, academic, and professional goals through accountability partnerships.

Products and services

• Uccountability A mobile application and program developed in collaboration with the University of New Haven that helps students set and achieve personal, academic, and professional goals through accountability partnerships. The program is designed to foster resilience, focus, and goal-oriented actions among students.
• Affordable Insurance Solutions

Segments1 record

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• University of New HavencoreStrategic or Co-development Partner · 20 January 2026The Family Security Plan's Chief Visionary Officer David Sussman is collaborating with the University of New Haven to develop Uccountability, a program and mobile app designed to help students set and achieve personal, academic, and professional goals through accountability partnerships. The program aims to foster resilience, focus, and goal-oriented actions among students, with plans to expand through a dedicated app and a credit-bearing university course.

Recent moves3 records

Expansion highlights4 records

Direct peers

• Unum Group: Unum is a leading provider of supplemental insurance and workplace benefits (disability, accident, critical illness, life), with deep group/worksite distribution similar to a family-focused supplemental carrier. Highly comparable in product set and customer base.
• Aflac: Aflac is the dominant U.S. supplemental insurance carrier (accident, cancer, hospital indemnity), selling primarily through payroll-deduction worksite and association channels. It is the most direct peer to The Family Security Plan given overlapping focus on affordable, supplemental family coverage distributed through institutional relationships.
• Globe Life: Globe Life provides life and supplemental health insurance to middle-income families through direct-to-consumer and affiliate distribution. Comparable to The Family Security Plan in family-focused, affordable-coverage positioning.
• The IHC Group: The IHC Group specializes in supplemental health insurance solutions (accident, critical illness, hospital indemnity) marketed through employers, unions, and associations. Closely comparable niche overlap with The Family Security Plan's affordable family insurance mission.

Broad incumbents

• Humana: Humana is a major health and supplemental benefits carrier with strong Medicare and group benefits presence. Comparable to The Family Security Plan at the affordable-health-coverage category level but at significantly larger scale.
• Allstate: Allstate is a broad incumbent personal-lines insurer that has expanded into accident and supplemental health products. Comparable only at the broad-insurer category level; not a direct competitor in the supplemental niche.
• MetLife: MetLife is a broad incumbent offering group benefits, life, dental, and disability insurance through employer/worksite channels. Comparable distribution model and family/employee benefits overlap, but operates as a diversified Fortune 500 carrier.
• Aetna (CVS Health): Aetna, part of CVS Health, is a broad incumbent offering individual, family, and group health insurance including ACA marketplace plans. Overlaps with The Family Security Plan's mission of affordable family coverage but at much larger scale and broader product portfolio.
• Lincoln Financial Group: Lincoln Financial provides group protection (life, disability, dental, accident) and retirement products through employer and advisor channels. Comparable in group/worksite supplemental benefits distribution to The Family Security Plan.
• Cigna Group: Cigna is a broad incumbent health and supplemental benefits carrier offering group, individual, and supplemental products at national scale. Overlaps with The Family Security Plan in the affordable supplemental/individual coverage segment but operates at vastly larger scale across many product lines.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat2 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/fsp_family

Revenue estimate

Valuation estimate

Number of profiles

Profiles7 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Family Security Plan