family first life health & wealth
Family First Life Health & Wealth is a privately held independent marketing organization headquartered in Parkland, Florida that distributes life insurance, annuities, and wealth management products to over one million Americans annually through a nationwide network of independent agents and advisors, operating as a partner within Integrity Marketing Group.
- Company typePrivate
- Founded-
- HeadquartersParkland, United States
- Headcount—
- GTM typeB2C
- OfferingServices
What family first life health & wealth does
Family First Life Health & Wealth, operating under the legal name FFL HEALTH & WEALTH and doing business as Health & Wealth Agency, is a privately held independent marketing organization (IMO) headquartered in Parkland, Florida. The company distributes life insurance products targeted at mortgage protection and final expense coverage, fixed index annuities for asset protection, and universal life policies used for retirement planning. Following a strategic partnership announced on October 24, 2023, the agency operates as a partner within Integrity Marketing Group, LLC, gaining access to Integrity's proprietary technology suite — including the MarketingCENTER marketing portal, LeadCENTER lead services, and the Ask Integrity AI-powered and voice-activated CRM — as well as to Integrity's broader ecosystem of over 550,000 agents and carrier product development capabilities.
The company generates revenue through transaction-based commissions on insurance and annuity products sold through its network of independent agents and advisors, supplemented by advisory and product distribution fees on wealth management and retirement planning solutions. Pricing is quote-based and not publicly disclosed, with compensation determined by individual client circumstances. The agency is led by President Steve Giordano and is described as having achieved one of the industry's most notable growth trajectories, serving over one million Americans annually across a nationwide footprint in the United States.
The go-to-market motion is sales-led and field-driven, executed through a domestic network of independent agents and advisors supported by digital channels including the company website (fflhealthandwealth.com), a YouTube channel, Instagram, email outreach, and Calendly-based appointment scheduling. FFL Health & Wealth has no parent-company control over the underlying technology stack or carrier relationships, as these are accessed via the Integrity partnership rather than owned assets.
family first life health & wealth firmographics
Firmographics- Name
- family first life health & wealth
- Legal name
- FFL HEALTH & WEALTH
- Website
- https://joinfflhw.com
- Company type
- Private
- Operating status
- Operating
- Short description
- Family First Life Health & Wealth is a privately held independent marketing organization headquartered in Parkland, Florida that distributes life insurance, annuities, and wealth management products to over one million Americans annually through a nationwide network of independent agents and advisors, operating as a partner within Integrity Marketing Group.
- Ownership category
- akta.pro rank
family first life health & wealth industry classification
Industry- Product category
- Insurance Distribution
- NAICS
- Insurance Agencies and Brokerages (524210), Agencies, Brokerages, and Other Insurance Related Activities (5242)
- SIC
- Insurance Agents, Brokers & Service (6411), Life Insurance (6311)
- akta.pro primary industry
- Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)
- akta.pro secondary industry
- Risk Management & Insurance Advisory for Families (FSAAADAK)
Keywords
Where family first life health & wealth is headquartered
LocationHeadquarters
- HQ city
- Parkland
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
family first life health & wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Revenue model
- Life Insurance Products: Family First Life markets life insurance products for mortgage protection and final expenses, earning commissions on policies sold through their network of agents across the country.
- Annuity Products: The company offers universal life insurance policies for retirement planning and fixed index annuities for asset protection, generating revenue through product sales commissions.
- Wealth Management Services: Provides wealth management and retirement planning solutions through partnerships with insurance carriers, generating revenue from advisory and product distribution.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
family first life health & wealth product offering
Product offeringCore offering
Family First Life Health & Wealth (operating as Health & Wealth Agency) is an independent marketing organization (IMO) that distributes life insurance products for mortgage protection and final expenses, fixed index annuities for asset protection, and universal life policies for retirement planning. The company also provides wealth management services, serving over one million Americans annually through a nationwide network of independent agents and advisors, supported by Integrity Marketing Group's technology platform.
Product overview
Family First Life Health & Wealth operates as a marketing organization distributing life insurance and financial products nationwide. The core product portfolio centers on life insurance products for mortgage protection and final expenses, supplemented by fixed index annuities and universal life policies for retirement planning. The company serves over one million clients annually through a network of agents and advisors, providing wealth management and retirement planning services in partnership with Integrity Marketing Group.
Differentiator
Problem solved
Functional benefit
Products and services
- Life Insurance
- Fixed Index Annuities
- Universal Life Policies
- Wealth Management Services
Quantifiable outcome
- Serves over 1 million Americans every year
Companies that use family first life health & wealth
Customer profileSegments2 records
Ideal customer profiles1 record
family first life health & wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
family first life health & wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Integrity Marketing GroupcoreHealth & Wealth Agency partnered with Integrity Marketing Group, a leading distributor of life and health insurance based in Dallas, Texas. Integrity provides the agency with technology tools including MarketingCENTER portal for customizable marketing assets, LeadCENTER for real-time lead services, and Ask Integrity AI-powered CRM technology. The partnership enables the agency to leverage Integrity's full-stack technology suite, product development capabilities, and network of over 550,000 agents to create efficiencies and reach more clients. Steve Giordano, President of Health & Wealth Agency, stated that Integrity offers incomparable resources, game-changing support, and an incomparable culture shaping the future of insurance.
Scale indicators3 records
Recent moves3 records
Expansion highlights4 records
family first life health & wealth competitors and assessment
Company assessmentBroad incumbents
- Pacific Life: Major insurance carrier offering life insurance, annuities, and retirement solutions distributed through financial professionals and IMOs. Comparable in product mix (especially annuities and universal life) and channel structure.
- National Western Life: Specialty life insurance and annuity carrier focused on retirement planning and asset protection products. Comparable in product emphasis on annuities and universal life for retirement planning.
- Transamerica: Major insurance and annuity carrier with broad life and retirement product offerings distributed through affiliated agents and IMOs. Comparable to FFL Health & Wealth in product focus (life insurance and annuities) but operates as a carrier with broader scale.
- Globe Life: Large insurance holding company focused on life and supplemental health insurance, sold through its own agency and direct distribution channels. Comparable product overlap, particularly in life and final expense coverage sold via agent networks.
- National Life Group: Life insurance and annuity carrier distributing through independent agents and financial professionals. Comparable in product focus, agent distribution model, and retirement planning emphasis.
- Foresters Financial: Fraternal life insurance provider offering life, annuity, and retirement planning products through a dedicated agent force. Comparable distribution model and product portfolio, particularly in life insurance and retirement planning.
- Penn Mutual: Mutual life insurance company offering whole life, universal life, annuities, and wealth management through financial professionals and IMOs. Comparable in integrated life insurance and wealth management offerings.
- Mutual of Omaha: Large mutual insurer offering life insurance, Medicare supplement, and retirement products through its own agent network and IMOs. Comparable in product portfolio and agent-driven distribution.
Direct peers
- AmeriLife: Large independent marketing organization (IMO) distributing life, health, and annuity products through a national agent network. Highly comparable to FFL Health & Wealth in distribution model, product mix, and partnership-led growth strategy.
- Symmetry Financial Group: Life insurance-focused IMO with a large agent network distributing mortgage protection, final expense, and retirement products. Directly comparable to FFL Health & Wealth in product focus, agent-driven distribution, and growth-stage positioning.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat3 records
Key risks6 records
Key highlights6 records
Customer concentration
family first life health & wealth social profiles
Digital presencefamily first life health & wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
family first life health & wealth leadership team
Management profileNumber of profiles
Profiles1 record
family first life health & wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
family first life health & wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about family first life health & wealth
What does family first life health & wealth do?
Family First Life Health & Wealth (operating as Health & Wealth Agency) is an independent marketing organization (IMO) that distributes life insurance products for mortgage protection and final expenses, fixed index annuities for asset protection, and universal life policies for retirement planning. The company also provides wealth management services, serving over one million Americans annually through a nationwide network of independent agents and advisors, supported by Integrity Marketing Group's technology platform.
Is family first life health & wealth a public or private company?
family first life health & wealth is a private company. It is classified as corporate owned and is currently operating.
When was family first life health & wealth founded?
family first life health & wealth was founded in -1.
Where is family first life health & wealth based?
family first life health & wealth is headquartered in Parkland, United States, in the North America region.
How does family first life health & wealth make money?
Three revenue lines are on record. Life Insurance Products are the primary driver. The others are annuity Products and wealth Management Services.
Who are family first life health & wealth's main competitors?
Broad incumbents on record are Pacific Life, National Western Life, Transamerica, Globe Life, National Life Group, Foresters Financial, Penn Mutual and Mutual of Omaha. Direct peers are AmeriLife and Symmetry Financial Group.
Does family first life health & wealth have an API?
No public API is recorded for family first life health & wealth.
What industry is family first life health & wealth in?
family first life health & wealth's product category is Insurance Distribution. Its primary akta.pro industry code is FSAAACAI, Insurance-Integrated Wealth Managers (RIA + Insurance Solutions), with a secondary code of FSAAADAK, Risk Management & Insurance Advisory for Families. Its NAICS code is 524210 and its SIC code is 6411.