Empowering Your Financial Future | Alan Marshall

I’M Alan T

Licensed Broker & Senior Field Underwriter

It's not about how much life insurance you need. It's about how much life insurance your family or loved ones need when you're not here.

Empowering Your Financial Future

Tailored Solutions for Life, Insurance, and Investments

I'm Alan Marshall with Upward Solutions

Alan Marshall II is an independent insurance professional partnered with Family First Life, focused on helping families protect what matters most through life insurance, mortgage protection, and retirement solutions. Originally licensed in 2022, Alan brings a strong business background and over a decade of leadership and consulting experience to every client and recruit he serves. With a Master’s in Organizational Leadership and a proven track record in strategic planning, team development, and community-based projects, Alan approaches insurance like a true business owner—not just a salesperson. He’s known for making complex financial concepts simple, helping families clearly understand their options so they can make confident, informed decisions. As a builder and mentor, Alan is also committed to developing new agents who want to grow a real business in the insurance industry. He offers hands-on training, clear systems, and a faith-driven, integrity-first approach to serving clients. Whether you’re a family looking for protection or a professional exploring a career in life insurance, Alan’s focus is the same: to help you build a more secure and impactful future.

Life Insurance & Retirement Planning

National Producer Number:
20209717

Contact Number:
(860) 834-4296

email:
[email protected]


Alan Marshall

Empowering Your Financial Future

Tailored Solutions for Life, Insurance, and Investments

I'm Alan Marshall with Upward Solutions

Alan Marshall II is an independent insurance professional partnered with Family First Life, focused on helping families protect what matters most through life insurance, mortgage protection, and retirement solutions. Originally licensed in 2022, Alan brings a strong business background and over a decade of leadership and consulting experience to every client and recruit he serves. With a Master’s in Organizational Leadership and a proven track record in strategic planning, team development, and community-based projects, Alan approaches insurance like a true business owner—not just a salesperson. He’s known for making complex financial concepts simple, helping families clearly understand their options so they can make confident, informed decisions. As a builder and mentor, Alan is also committed to developing new agents who want to grow a real business in the insurance industry. He offers hands-on training, clear systems, and a faith-driven, integrity-first approach to serving clients. Whether you’re a family looking for protection or a professional exploring a career in life insurance, Alan’s focus is the same: to help you build a more secure and impactful future.

Life Insurance & Retirement Planning

National Producer Number: 20209717

Contact Number: (860) 834-4296
email: [email protected]

Benefits of Working with
Alan Marshall

Unlike some insurance advisors who are limited in their offerings, Alan partners with multiple insurance companies doing business as Upward Solutions under My Verified Advisor to provide you with an array of options. Whether you're looking to cover funeral expenses, secure your home loan, or plan for retirement, consider Alan your comprehensive one-stop shop for all your insurance requirements.

Wide Product Range

Some insurance providers will only have access to a limited number of insurance carriers. Alan works with a broad range of insurance companies, offering you a variety of options. From funeral costs to home loan protection and retirement planning, consider it a one-stop shop for all your insurance needs.

Diverse Expertise

Alan is well-versed in all types of life insurance. With a wealth of options at your disposal, Alan will guide you to find the insurance policy that best fits your unique requirements.

Deep Knowledge

With extensive experience in the field, Alan knows the intricacies of life insurance policies inside and out. Trust in Alan to help you discover the ideal match for your insurance needs.

Hassle-Free Experience

Navigating the world of life insurance can be complex, but not with Alan on your side. Offering a hassle-free experience, Alan simplifies your search by comparing multiple policies and clearly explaining their terms.

Customized Service

Alan believes in offering personalized solutions tailored to your specific goals and needs. Through a deep understanding of your overall situation, budget, and future aspirations, Alan partners with you to select a policy that both protects and empowers.

Our Expertise

Life Insurance

Secure continued protection for your family, ensuring they remain covered even if you switch employer

Final Expense

A dedicated insurance policy designed to manage your end-of-life expenses, including funeral and burial costs, and outstanding debts.

Mortgage Protection

Secure your home against unforeseen events. Ensure your mortgage is covered, allowing your family to retain the home when you pass.

Tax-Free Retirement

A permanent life insurance variant, offering both cash value accumulation and death benefit. A potential supplement to your retirement strategy

Secure Retirement

Comprehensive planning that evolves with time, ensuring a comfortable retirement.

Infinite Banking

Design a will or trust, ensuring sustained support for your cherished ones and causes. Simplify the process and rest easy.

Check out rates from leading insurance companies in the country.

Ready to plan for your

family’s future?

Book a meeting with me below to discover your options.


Secure Your Family's Financial Future Now!

108 Harness, Meriden Connecticut 06450

20209717

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108 Harness, Meriden Connecticut 06450

State Licensed & Regulated Insurance Producer

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