SOURCE: National Future Benefits

August 06, 2008 12:03 ET

Growth of Arizona Estate Planning Business Leads National Future Benefits to Open Second Office

PHOENIX, AZ--(Marketwire - August 6, 2008) - National Future Benefits (NFB), Arizona's premier estate planning firm, today announced it has opened a Tucson branch to support the continued growth of the company. NFB has experienced double-digit year-over-year growth and has added 12 new employees to the firm within the last six months. The company saw an increase in revenue of more than 28 percent from 2006 to 2007 and anticipates exceeding 2007 revenue this year.

NFB attributes its continued growth, despite the economic downturn, to the growing desire of Arizona's many retirees to have the peace of mind that comes with a proper estate plan and a comprehensive retirement plan. NFB's suite of services includes living trusts and wills, life insurance, tax planning, tax deferred plans, asset protection planning, long-term care insurance and reverse mortgages.

"National Future Benefits continues to see tremendous growth in our client base throughout Arizona from customers looking for a sense of security during uncertain times," said owner Randall Jaeger. "Customers are looking for efficient, personalized retirement planning and the assurance that their assets are protected."

The new Tucson office allows National Future Benefits to better serve its clients in southern Arizona. The company currently serves more than 4,000 Arizona residents in the area. With the opening of this branch, NFB is able to assist clients with all of their estate planning needs in their own backyard.

"National Future Benefits prides itself on providing superior customer service and developing plans that meet each family's unique needs," said Executive Vice President and Tucson Managing Director Calvin Goetz. "By opening this new branch we can serve our clients in the area more efficiently, provide more personalized service and cater to the needs of the Tucson-area resident."

The Tucson office is located in Oro Valley at 7636 N. Oracle Road. The 9,000 square-foot office is fully staffed and offers comprehensive estate planning and retirement planning. For more information contact: (520) 407-5121 or at

About National Future Benefits

National Future Benefits specializes in comprehensive estate planning and related services. With more than 50 years of combined experience, NFB has assisted more than 20,000 Arizona residents accomplish their estate planning objectives. NFB is dedicated to helping clients pass their assets to their beneficiaries in a simple and affordable way. NFB works with experienced estate planning counsel to design a specialized plan that meets each family's unique needs and properly provides for the legacy that each client desires. NFB has offices in Scottsdale and Oro Valley and serves clients throughout the state. or 800-503-3301.

Contact Information

  • For Information, Contact:
    Kelly Schwartz
    Allison & Partners for National Future Benefits
    Email Contact