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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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What does the DOL rule do? 

  • Restores 5-part test defining WHO is a fiduciary 

  • Restores the 2006 version of PTE 84-24 (Prohibited Transaction Exemption)

  • Creates a new PTE which requires a Financial Institution and compliance with "Impartial Conduct Standards"

What does this mean for you? 
If the DOL rule applies to a transaction (i.e. - qualified funds/rollover) and you pass the 5-part test, you will not be able to receive compensation on the sale of qualified fixed index annuities or when funds from a qualified plan or IRA are used to purchase a non-qualified annuity, without complying with a PTE.  

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

ANNUITY TOOLS

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