United Brokerage Services (UBSi) is an independently owned and operated national marketing organization. We can increase your bottom line by offering full support on case design, training, continual product review, sales tools, and tracking of your new business. The products we use with individuals are; fixed and indexed annuities, gift annuities, long term care insurance, variable annuities*, mutual funds*, and Life Insurance.
We are your back office support. We are selective on the financial representatives that we choose to work with, and you, the proven producer, expect and deserve personal attention. UBSi and its staff are dedicated to giving you the time whether it is designing a case for you, educating you on product and markets, etc. Be assured that we are constantly developing fresh and innovative sales and marketing tools for you to use with your clients.
*Variable annuities are long term investment vehicles designed for retirement. Their value will fluctuate so that upon redemption may be worth more or less than the original cost. Variable annuities and mutual funds are sold by prospectus containing more complete information including risks, fees, and expenses. Contact us at the address or phone number listed for a prospectus and read it carefully before investing.