We are an Independent Marketing Organization that
provides case design, sales tools and client presentations, competitive
investment products direct from the insurance companies to offer you top
contracts, and first class marketing systems through our sister company Crucial
Updates.
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.
We offer Wealth Transfer strategies, Asset Accumulation and Preservation programs, 403B and retirement planning, and Legacy Building solutions. The products available to you are:
* deferred annuities with time frames ranging from 1 year to 14 years * bonus deferred annuities * fixed index annuities * immediate annuities * medicaid compatible annuities * gift annuities * long term care insurance * universal, whole, term and indexed life insurance * variable annuities* * mutual funds* * fixed income securities*
Complimentary consultations are available to all individuals and financial representatives.