Finding the right fit for your client isn't always easy. UMS is here to help! 


At UMS, we strive to serve with an unparalleled level of service. 

We assist agents with annuities from the top insurance carriers.

Most FMOs offer similar products.  That's not what sets UMS apart from everyone else.  For us it's about experience. While the products change frequently, UMS has been in business for over 33 years.  We have seen changes left and right.  In fact, because we have seen so much change, we can offer unique insight into how to navigate this industry.  We are one of the few FMOs who have remained independent since inception.  We have never merged with another FMO, have never signed under a huge carrier, and because of that, we know what it takes to remain steady in the face of uncertainty.  We can help you remain relevant with clients and we offer many services that you NEED to do your business the way you want - independently!  That is why our credo is, "Be in business for yourself, not by yourself!   

To support you, UMS offers: 

  • Tools, calculators, marketing support and presentations 

  • Dedicated Annuity team for case design and consultation

  • Case services - quotes, scrubbing, status

  • Training for you - online and in-person

  • Hands-on Case Management to ensure quick application processing

  • In-house suitability and compliance officers 

  • Software for DOL compliance and complete annuity services for clients

Let Underwriters Marketing Service serve as your
backroom support to help increase your annuity sales.

Annuity Carriers

Allianz Life/Allianz Preferred

American Equity

American General

American National

Athene Annuity & Life



Fidelity & Guaranty (F&G)

Global Atlantic

Great American

Integrity Life

Lincoln Financial

National Life


North American


Oxford Life

Protective Life


Symetra Financial



If you want access to our vast array of online tools like quoting, forms, training, and marketing support right at your fingertips 24 hours a day, 7 days a week, it's easy.  Sign up to acess all our agent resources! 

Designed for insurance financial professional use.

Underwriters Marketing Service

100 Century Parkway

Suite 240

Mt Laurel NJ 08054

Phone:  800-524-1774

Fax:       856-727-0600