Focus on the Client.
We'll handle the rest. 

Holistic, personal and responsive

brokerage services and marketing support

for the independent insurance professional.

THANK YOU FOR A STRONG 2022 SALES SYMPOSIUM

DOL RULE

DOL RULE

In Effect

Best Interest

Best Interest

Latest Update

FAQ

FAQ

Secure Act

Relationships

Relationships

A NAIFA 100% Agency

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Why wait to start the conversation? Your younger clients can benefit from discussing how Long Term Care fits with their overall plan for retirement.  And with Linked Benefits, it's easier than ever! Watch this 2-minute video. 

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Our Facebook page is full of content you can share on your own Facebook page or with clients.  Give our page a like and visit often and interact with the UMS Facebook community!  

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We have compiled a 3-step process to build relationships with clients, offer them resources, and write business - ALL ONLINE!

HAVING TROUBLE WITH OUR SITE? 

Due to security, on a DESKTOP, our website works best with the most updated versions of:  Google Chrome, Safari for Mac (Version 11 and above). Microsoft Edge, or Firefox.

On MOBILE, Google Chrome or Safari works best. 

You can go to Go to www.whatismybrowser.com to find out what browser you are using.

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