WHO WE ARE
FDG Joins Forces with Safe Harbor Financial
FDG is excited to announce its strategic alliance with Safe Harbor Financial (SHF), one of the country's premier insurance marketing organizations founded in 1986. Leadership within both firms have long-standing histories in fixed annuity distribution and share a strategic vision for future growth of the annuity marketplace .This partnership unites decades of FDG's annuity wholesaling experience and Broker Dealer relationships with SHF's well-established internal infrastructure and Insurance Carrier relationships. By joining forces they are positioned to be a leading distributor of annuity solutions driving revenue for Advisors, Financial Institutions and Insurance Carriers.
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Leadership
A TEAM BEHIND YOU
We are guided by our mission: To provide solutions that have a positive revenue impact on your business​
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FDG's Leadership has deep roots in the financial services industry with a focus on building highly experienced sales teams that develop strong relationships with Broker Dealer, RIA and Bank partners
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Our team of veteran consultants deliver personalized sales support through one-on-one virtual meetings with Advisors across the country
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Headquartered in Philadelphia, our home office promotes a culture of integrity, innovation and execution with multiple employees with over 25 and even 30 years with the company
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Our seasoned internal wholesalers deliver superior product knowledge, advanced market expertise, and regulatory insights
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From licensing and new business submission to pending case follow up and commissions, our operations team will become an extension of your back office, leaving you more time to focus on your clients