About David Isaacson
Principal and Shareholder, First Financial Resources—Massachusetts

Personal integrity. Professional expertise.

It's easy for David Isaacson to pinpoint the defining events of his life. His two tours in Vietnam taught him leadership in an environment with no margin for error. And waging another battle—his successful fight against cancer—gave him the perspective to focus on the important things in life.

To David, what's most important is integrity— personal and professional. His values and his ethics guide his business relationships. He puts service above self-interest, and it's reflected in everything he does, including his client-centered practice.

David is a distinguished professional with more than 30 years' experience in the insurance industry, with a continuing focus on life and health insurance underwriting and pricing. His MBA from Wharton at the University of Pennsylvania was the beginning of his insurance career. Now, as a licensed insurance adviser (LIA) and client advocate, he specializes in working with accountants, lawyers, and investment advisers on the complexities of business insurance and issues related to high-net-worth individuals and others going through life transitions. Increasingly, David's clients are business owners or professionals who are seeking ways to better understand and manage their financial affairs as they enter new stages of their lives.

About First Financial Resources

The purchase of a major insurance policy is a pivotal moment for most clients. They want their needs and their situation to be fully understood, and they want to be presented with quality choices. They want a personal shopper. They need a professional who has the experience and resources to access and compare multiple products. That’s where First Financial Resources fits in.

Formed in 1987, First Financial Resources (FFR) now has nearly 100 offices across the country. All Principals hold equal ownership in this entity, which is the only truly independent financial services firm of its type in the country.

We generate $60 million to $100 million of new annual premium each year and work with dozens of insurance carriers on very favorable terms. For example, we will usually not work with a carrier that will not give us direct access to the underwriters and decision makers. (Visit the national First Financial Resources website for more information.)

In contrast, agents who have a primary affiliation with only one insurance company are hampered in finding you the very best policy by the very real fact that offering a product from any other carrier sharply reduces the agent's compensation.

One of the founding objectives of First Financial Resources was to eliminate that dilemma. Our overall production from our network of nationwide offices allows us to work directly with most carriers and to be compensated as if they were our “primary” carrier. As a result, we have no financial motivation or bias when we show you a spreadsheet of alternative plans.

Since coming to the Boston area in 1972, David has worked exclusively with individuals and corporations to assist in all types of life and health issues. He has been the exclusive broker for the Small Business Association of New England (SBANE) and has worked with top national defense contractors in Massachusetts, making him well attuned to the insurance climate and business needs unique to Massachusetts.

David is licensed to do business in many states, including California, Florida, Maine, Massachusetts, and New Hampshire. In addition to being an LIA, he is a chartered life underwriter (CLU) and chartered financial consultant (ChFC). David is an active member of the Boston Estate Planning Council, was a past Court of the Table member of the Million Dollar Round Table, and is a lifetime member of that insurance-industry organization. He is also a contributing author to Beyond 401(k)s for Small Business Owners: A Practical Guide to Incentive, Deferred Compensation, and Retirement Plans, by Jean Sifleet, Esq., CPA.

David is a retired Navy officer and two-time Vietnam veteran. He has enjoyed many years of involvement with charitable and volunteer endeavors, most recently as a mentor with The Home for Little Wanderers. He is also founder and past president of the Make-A-Wish Foundation of Boston, and president of Hospice of the North Shore in Danvers, Massachusetts. David holds a BS degree in clinical psychology from Union College, Schenectady, New York.