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.
Allianz Life/Allianz Preferred
Athene Annuity & Life
Fidelity & Guaranty (F&G)