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Financial Independence Group's Overview

Total employees266
HeadquartersCornelius
Founded1976

Financial Independence Group (FIG) is a premier Insurance Marketing Organization (IMO) headquartered in Cornelius, North Carolina. Founded in 1976, FIG empowers independent financial professionals by providing access to a broad portfolio of annuity, life insurance, and long-term care products from top-rated carriers. They offer comprehensive support services, including advanced marketing strategies, cutting-edge technology solutions, case design, and back-office operational assistance. FIG is dedicated to helping financial advisors grow their businesses and better serve their clients' needs for financial security and independence. In 2022, FIG partnered with Integrity Marketing Group, further enhancing its resources and market reach.

Where is Financial Independence Group's Headquarters?

HQ Function

Serves as the central operational hub for product distribution, marketing development, advisor support, technology infrastructure, and executive leadership for its national network.

Notable Features:

Modern office facility designed to foster collaboration and provide state-of-the-art training and support resources for employees and visiting financial advisors.

Work Culture:

FIG promotes a culture of partnership, innovation, and dedicated service. The environment is geared towards empowering both employees and affiliated advisors with the tools and knowledge for success, emphasizing teamwork and professional growth.

HQ Significance:

The headquarters is pivotal for coordinating FIG's nationwide operations, managing relationships with insurance carriers, and driving strategic initiatives that support thousands of financial advisors across the United States.

Values Reflected in HQ: The headquarters likely embodies FIG's core values of integrity, service excellence, innovation, and partnership, providing an efficient and welcoming environment for its team and associates.

Location:

Financial Independence Group primarily operates within the United States, serving independent financial advisors and insurance agents across all 50 states. Its focus is on the domestic US market, and it does not have a significant publicly disclosed international office presence or global operational footprint outside of the US.

Street Address:

19520 West Catawba Avenue, Suite 200

City:

Cornelius

State/Province:

NC

Country:

USA

Financial Independence Group's Global Presence

Nationwide, USA (Remote/Field)

Address: N/A (Distributed Workforce)

To offer direct, on-the-ground assistance, training, and relationship management to financial advisors in their respective territories, ensuring personalized service and responsiveness.

Buying Intent Signals for Financial Independence Group

Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Executive Team of Financial Independence Group

As of April 2025, Financial Independence Group' leadership includes:

Jim Cooper - Co-CEO
Mike Mullan - Co-CEO
Nicholas Ross - Chief Operating Officer
Rebecca Dely - Chief Financial Officer
Brian Williams - Chief Distribution Officer
Tom Lamendola - Chief Marketing Officer

Investors of Financial Independence Group

Financial Independence Group has been backed by several prominent investors over the years, including:

Integrity Marketing Group, LLC (as a partner company)

Executive New Hires/Exits in the Last 12 Months

Hire0
Exits0

Financial Independence Group's executive team has remained relatively stable in the past 12 months, focused on leveraging its partnership with Integrity Marketing Group. No major high-profile executive hires or departures have been publicly announced recently. Leadership continuity appears to be a key aspect of their current strategy.

Technology (Tech Stack) used by Financial Independence Group

Discover the tools Financial Independence Group uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.

Financial Independence Group Email Formats and Examples

Financial Independence Group (FIG) likely uses a standard corporate email format. Based on common industry practices and publicly available information, the most probable primary email format connects the employee's name with the company domain, figmarketing.com.

[first_initial][last]@figmarketing.com

Format

jdoe@figmarketing.com

Example

80%

Success rate

News and media

PR NewswireOctober 18, 2023

FIG Expands Annuity Platform with Launch of Fee-Based Product Line

Financial Independence Group (FIG), a leading financial services conglomerate and an Integrity Marketing Group LLC partner, today announced the expansion of its annuity platform with the introduction of its new fee-based product line....more

GlobeNewswireMay 24, 2023

Financial Independence Group Named One of Charlotte's Best and Brightest Companies to Work For®

Financial Independence Group (FIG) has been recognized as one of Charlotte's Best and Brightest Companies to Work For® by the National Association for Business Resources (NABR). This award celebrates organizations that display a commitment to excellence in their human resource practices and employee enrichment....more

Integrity Marketing GroupSeptember 7, 2022

Integrity Announces Partnership with Financial Independence Group, a Leading IMO Powerhouse

Integrity Marketing Group, LLC ('Integrity'), a leading distributor of life and health insurance, and provider of wealth management and retirement planning solutions, today announced it has entered into an agreement to acquire Financial Independence Group ('FIG'), one of the nation’s largest field marketing organizations ('FMOs')....more

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