# Financial Independence Group

> Financial Independence Group (FIG) is a privately held US insurance marketing organization serving more than 3,000 independent financial professionals. It combines access to insurance carriers with product research, case support, marketing, business development, education, and technology for retirement and protection planning.

- **Founded:** 1976
- **Headquarters:** Cornelius, United States
- **Founders:** Dr. William H. Cain (Founder and Chairman of the Board), Ericka Cain (Founder; formerly Executive Administrator)
- **Products:** Annuity distribution, Life insurance distribution, Care planning, Disability income and Medicare, Marketing and business development
- **Notable:** Reached its 50th anniversary in 2026., Reported more than 3,000 financial professionals and more than 100 carriers and strategic partners in January 2026; this combined count is distinct from its 70-plus carrier-only figure., Introduced Lifecycle Manager in August 2024 with data feeds from more than 40 carriers.

## Products & services

- **Annuity distribution** — Carrier access, product research, case design, and operational support for fixed and fixed indexed annuities.
- **Life insurance distribution** — Product specialists and case support for life insurance planning and placement.
- **Care planning** — Long-term care and hybrid insurance planning, including access to Waterlily modeling through the announced partnership.
- **Disability income and Medicare** — Extended insurance lines listed in FIG’s public press kit.
- **Marketing and business development** — Branding, marketing programs, advisor education, practice development, talent acquisition, and succession planning support.
- **Lifecycle Manager** — Announced August 2024; consolidates annuity and life insurance policy information, with feeds from more than 40 carriers at introduction, customizable views, and reporting.
- **Luma life insurance workflow** — FIG became launch partner and initial live client for Luma’s platform connecting research, quoting, illustrations, electronic applications, placement, and policy management.
- **Standardized annuity case updates** — The Standard’s September 2026 Magnifact deployment connected FIG through IRI Application Status and Activity Status APIs.

## Achievements

- Reached its 50th anniversary in 2026.
- Reported more than 3,000 financial professionals and more than 100 carriers and strategic partners in January 2026; this combined count is distinct from its 70-plus carrier-only figure.
- Introduced Lifecycle Manager in August 2024 with data feeds from more than 40 carriers.
- Served as the initial live client for Luma’s life insurance platform in April 2026.
- Became The Standard’s inaugural distribution partner on its Magnifact-powered IRI case-status API deployment in September 2026.

## Latest updates

- **2026-10** — InsuranceNewsNet reported that FIG was among 13 IMOs signing a September 30 letter urging wider carrier adoption of common data standards.
- **2026-10** — FIG published a long-term care retirement-planning article on October 22.
- **2026-09** — The Standard launched standardized application and activity-status connectivity with FIG as inaugural distribution partner, using Magnifact.
- **2026-04** — Luma launched its life insurance platform with FIG as launch partner and initial live client.
- **2026-01** — FIG marked its 50th anniversary and announced the opening of a 27,000-square-foot headquarters with training and collaboration facilities.
- **2025-09** — FIG announced a multi-year FinServ Foundation partnership supporting emerging financial-services talent.

## Links

- Website: https://www.figmarketing.com/
- LinkedIn: https://www.linkedin.com/company/financialindependencegroup/
- Twitter/X: https://x.com/figmarketing
- YouTube: https://www.youtube.com/@figmarketing
- Instagram: https://www.instagram.com/figmarketing/
- Facebook: https://www.facebook.com/FinancialIndependenceGroup

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Profile page: https://yespress.io/financial-independence-group
Published by YesPress — https://yespress.io
Last updated: 2026-10-25