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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. 

Services:
 

  • 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 

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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. 

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

ANNUITY TOOLS

WANT ACCESS TO OUR PRODUCER TOOLS?

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!