Unlocking capital to empower Teams

We help organizations strengthen their teams, create financial freedom and build sustainable growth.

Award winning team as seen on:

About Our Firm

Explore our most Popular Services.

Enrich your employee benefits package at $0 net cost.

Self-Insured Group Health Plans
Wellness Plans
Supplemental Benefits

Partnership Oriented

A way we can provide benefits to our employees without any cost to them, and with savings for us. I think it's a great thing.”

Serving
10,000+
Employers

[The First Gen Plan] Helps us be more competitive in the marketplace, being able to offer this in our hiring package helps us. Turnover is a really tough thing in our business, and retaining people

We've had some really good responses from our staff. One said "Subway for life!". Sounds good to me, that's the reaction we're looking for!

Serving all
50
States + US Territories

So I know we're resonating with the staff, and that's exactly what we're hoping to do, show them we care.

Partners Who Trust Our Expertise

“At First Gen Financial, as we grow, we stay in your corner. Our focus remains on how we can drive your success as new opportunities arise in the marketplace.”

About Our Firm

First Gen is an employer sponsored, self insured health plan that lets employees add to their benefits, designed for little to no net out of pocket cost. 

May help reduce payroll costs and, over time, may support the organization's bottom line.

Benefit to the Employer.

Employers may see a reduction in payroll-related costs per employee.

Increase in business profitability & valuation by directly decreasing payroll expenses.

Increased employee satisfaction & retention.

Benefit to the Employee.

Increased benefits at little to no net out of pocket cost. Benefits such as health insurance, life insurance, and other VB available.

Increase in Take Home Pay.

Increased satisfaction with employer and benefits plan.

This benefit structure may reduce payroll-related costs for employers while giving employees access to a stronger, more comprehensive benefit stack at little to no out-of-pocket cost.

Employee Benefits Highlights

$0 Copay

Rx Home Deliveries

Virtual Urgent Care Visits

Virtual Primary Care Visits

Virtual Counseling Sessions

Primary Care

Generic Rx

Hospital Bill Advocacy

Place the capacity of 100+ years of collective specialized experience, directly onto your team.

Our experts & professionals have encountered nearly every conceivable scenario within their applicable vertical, providing your business with the expertise to maximize claims while minimizing external scrutiny.

When going after complex financial projects, having elite talent with decades of specialized experience is costly to fund in-house, yet can make a significant increase in your results. When required, your projects are supported by comprehensive legal memorandums, ensuring secure and compliant execution.

About Our Firm

A Simple, Proven Process

01.

Document Collection

Gather Payroll Documents.

02.

Underwriting & Calculations

Eligibility Review and Pro forma Creation.

03.

Implementation & Education

Educate team and implement benefits.

04.

Benefits & Savings

Activate Benefits & Optimize the Company.

About Our Firm

Explore Our Other Services

Corporate Settlements

CURRENTLY ONGOING CASES WE ARE INVOLVED IN:
  • Discover Card Class Action

  • Google Adwords Class Action

  • AMEX Card Class Action

Tax Credits & OtherRecovery

Only For Clients with 50 Million in annual revenue or 500+ Employees

MINIMUM BUSINESS SIZE:
  • R&D Credits

  • Workers Opportunity Tax Credits

  • FICA Tip Credits

  • Comprehensive Fixed Asset Review