Bill Malak brings leadership and experience to Futurity First. In his management role, he empowers his team of advisers to educate and enrich the lives of their clients. As a student of the industry, Bill believes that it is important to have a deeper understanding of the products we represent so we can make a big impact in the lives of the people we work with. He is passionate about working with his advisors to ensure they are all working toward the same goal of helping the people and businesses in our community.
As an FFIG adviser, Bill puts his focus on building relationships and he takes a holistic approach to planning. It is important to have a solid understanding of what the client wants and, more importantly, needs. The process begins by identifying a client’s goals and then building a strategy to accomplish those goals. Whether your focus is on protecting what’s most valuable to you, accumulating wealth or controlling the distribution of your assets, we can craft a solution. That’s because Futurity First backs Bill with a broad portfolio of products from top carriers. Our clients deserve the best and our many options help Bill tailor each plan to the client’s individual situation.
Mr. Malak is licensed in Life, Health, Property and Casualty. For financial planning purposes, he holds series 6, 63, and 26 licenses. His industry affiliations include CLTC – Certified in Long-Term Care, FSCP – Financial Services Certified Professional, FSS – Financial Services Specialist and LUTCF – Life Underwriting Training Council Fellow. Finally, Bill is a member of GAMA (General Agents and managers Association) and winner of multiple industry management awards.