United Brokerage Services
provides both Client and Financial Professional Sales support.
For the Financial
Professional, 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
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 our clients objectives.
We offer Wealth Transfer strategies, Legacy Building
solutions, Asset Accumulation, Retirement and Income Planning. The
* 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