At UMS, we strive to serve with an unparalleled level of service. We assist agents with annuities from the top insurance carriers.
From pre-sales support to case design and illustrations, to back office processing, UMS is always there for you! From reaching new clients to delivering the policy, UMS can help you at any step in the process.
Dedicated Annuity team for case design and consultation
Case services - quotes, scrubbing, status
Training & Education
Forms and brochures from carriers
Tools, calculators, marketing support and presentations
In-house suitability and compliance officers
Offer clients a Medicaid-Friendly SPIA
Moving a loved one into a nursing home can be stressful for clients. An immediate annuity can help. Show clients this overview which shows what it means to be a Medicaid-Friendly SPIA and how to work with clients regarding them.