United Brokerage Services
provides both Client and Financial Professional Sales support.
We are an Independent
Marketing Organization that provides case design, product training, and
competitive investment products direct from the insurance companies to offer
you top contracts available. It is our mission to help create, keep and pass on wealth
through service and integrity. We continually introduce new and
innovative financial strategies to the market place.Not only do we provide unique investment
products, we offer the tools and the concepts necessary to succeed.United Brokerage Services, Inc. works
with financial professionals and clients on concepts relating to retirement
and estate planning.We help
identify their financial goals and implement a program to achieve these
goals.
In addition, we
support our clients through three phases: First, we assess, analyze
and evaluate all pieces of their financial picture and develop a financial plan
with a strategy. Second, we support in the implementation and execution of the
plan we have agreed upon. Third, we continue to monitor and track their
financial plan. We use our independent status to gain access to
what we think are the best products in the marketplace to achieve my
clients objectives.
We offer Wealth Transfer strategies, Legacy Building
solutions, Asset Accumulation, Retirement and Income Planning. The
products available:
* deferred annuities with time frames ranging
from 1 year to 10 years * bonus deferred annuities * death benefit
annuities * fixed index annuities * immediate annuities * owner driven
annuities * gift annuities * long term care
insurance * universal, whole, term and
indexed life insurance * inheritance life insurance * disability
insurance * variable annuities* * mutual funds* * fixed income
securities*