Futurity First: Don Lilly Agency

Futurity First: Don Lilly Agency Helping Americans with Medicare, Retirement, and Insurance Solutions. Based in Salem, VA. Visit www.donlillyagency.com or call 540-380-8340.

As part of the Futurity First network, we combine national strength with local, dedicated service. Whether you’re an established advisor looking for a better situation, or someone considering this great industry for the first time, we invite you to explore an opportunity with the Don Lilly Agency of Futurity First. When it comes to training, technology, support, marketing, products, and working en

vironment, we don’t think you will find a better place anywhere. With over 150 years of leadership experience, our agency’s management team is committed to using that experience to help you grow your practice, learn new concepts, and succeed. With a dynamic firm like Futurity First behind us, we can provide quality advice in the areas of wealth management, asset protection, legacy planning, income protection, property & casualty, and healthcare

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI invest...
06/01/2026

May delivered a familiar tension. The U.S. economy expanded, driven by resilient consumer spending and surging AI investment, while rising energy prices tied to the U.S.-Iran conflict stoked inflation and left the Federal Reserve in a holding pattern. Swipe through to learn more.

Know that we are closely tracking these complex markets for you. As always, don’t hesitate to reach out to our team with any questions or needs. We are here as a resource for you.

It was great having AssetMark visit our office today. AssetMark is one of the premier Money Managers we use on the wealt...
05/26/2026

It was great having AssetMark visit our office today. AssetMark is one of the premier Money Managers we use on the wealth management side of our practice. If you would like your portfolio reviewed call our office at 540-380-8340

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made...
05/25/2026

In honor of Memorial Day, we invite you to join us in taking time to remember and honor the brave men and women who made the ultimate sacrifice to protect our country and preserve our freedom.

Please note that our office will be closed on Monday, May 25th, in observance of Memorial Day. We will resume normal business hours on Tuesday, May 26th, and will respond to any messages received during the closure as promptly as possible.

Wishing you a respectful and meaningful Memorial Day.

Big shoutout to Dan and Jack for hosting a great Medicare & Retirement workshop last night!These two continue to do an o...
05/22/2026

Big shoutout to Dan and Jack for hosting a great Medicare & Retirement workshop last night!

These two continue to do an outstanding job helping people better understand their Medicare options, retirement questions, and the decisions that can impact their future. We appreciate everyone who came out, asked questions, and spent the evening learning with us.

Education matters — especially when it comes to Medicare and retirement planning — and we’re proud of the work our team is doing across the region.

If you missed the workshop and still have questions about Medicare, retirement income, or protecting your savings, our team is always here to help.

📞 540-380-8340

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. Thi...
05/21/2026

As a new graduate, we know that it can seem daunting to start investing, especially when your finances may be tight. This can lead some new grads to push off investing until the “perfect time” in the future.

Here’s why that can be a bad strategy: Time is one of the biggest advantages we have when it comes to investing. Starting early gives your money more chances to grow — even if you’re only investing a little each month. That growth might not look obvious on a day-to-day basis. But as the years pass, the difference can become much clearer.

You don’t need a lot of money to get started with investing. The most important thing is to start early. Even small contributions to your own investment accounts or employer-sponsored accounts like 401(k)s, over time, can give your money more chances to grow. The sooner you get started, the bigger the impact it makes to the value of your investment portfolio.

If you want help figuring out what investing could look like for you or have questions about your current strategy, don’t hesitate to reach out. We’re here to help craft an investment strategy that’s right for you.

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor. Your tax...
05/21/2026

Tax season is behind us, and now is the perfect time to share your 2025 tax return with your financial advisor.

Your tax return is a financial blueprint that contains valuable insights for optimizing your wealth strategy. A thorough review of your return allows for identification of tax-saving opportunities, verification of prior strategies, and more effective planning for the year ahead. Swipe for more details.

If you have questions about your current wealth management strategy or have questions about how to share these forms with our team, don’t hesitate to reach out.

As life insurance agents, we are often asked about the different types of riders individuals can add to their life insur...
05/19/2026

As life insurance agents, we are often asked about the different types of riders individuals can add to their life insurance policies. Life insurance riders are additional layers of coverage that can help you customize your coverage so it aligns more closely with your needs.

One such rider is the Return of Premium (ROP) rider. Swipe for an overview of what it does, why it matters, how it works, and who it may be best for.

Have questions or want to see what it might look like for your policy? Reach out. We’re here to help you review your options and plan with confidence.

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security ...
05/19/2026

Large, often random expenses tend to pop up in the working world. Things like car repairs, medical bills, or a security deposit for an apartment can throw your budget off course if you don’t have any money set aside.

Savings can give you a crucial safety net. Even having a small cushion makes those moments, like car breakdowns or surprise medical expenses, easier to handle. Start by building an emergency fund that covers several months' worth of expenses, then branch out and save for other wants or needs. Starting with small, consistent savings is the best way to go. The habit matters more than the amount at first.

If you have questions about what kind of savings account or savings strategy makes sense for your situation, don’t hesitate to reach out. We’re here to support your goals.

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and ne...
05/14/2026

If you’re a new graduate, it can be hard to keep track of your inflow and outflow of cash as you juggle paychecks and new expenses. That’s where budgeting can come in.

Think of a budget as a way to keep your money working for you. Begin with your take-home pay, which is your pay after tax and any deductions, and make sure your essentials are covered. Then you can see what’s left for everything else.

This can look like putting money into “envelopes” or savings categories or simply tracking the numbers in a spreadsheet. Tracking your spending, even just for a month, can be eye-opening and help you fully understand where your money is going.

If you have questions about your current financial picture or want to discuss investment strategies that can support your goals as a new graduate, don’t hesitate to reach out. We’re here to help guide you.

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calcula...
05/14/2026

This month, we’re putting your financial know-how to the test. How well do you understand investing concepts and calculating personal wealth? Swipe through this quiz to test your knowledge. You might even be surprised by what you learn!

If you have any specific questions or concerns about your financial picture, don’t hesitate to reach out. We’re here to be a resource for you.

Address

2820 Keagy Road
Salem, VA
24153

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+15403808340

Website

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