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United
Benefit Advisors (UBA)
is an
Alliance of
Independent Benefit Advisory Firms who: |
- Are a community of peers-- learning, sharing and focusing on issues unique to successful benefits advisors in order to better serve our
clients
- Leverage our connections, experience and wisdom to capture opportunities we could not pursue individually
- Make maximum use of partnerships and alliances to keep pace with technology changes and leap-frog
the Institutional Firms
& "Alphabet
Houses"
- Are dedicated to protecting
the independence of our
member firms
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Successful Independent Benefits
Advisors who:
- Want to maintain their independence and
transform their businesses
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Are dedicated to improving
client acquisition and
retention
- Want
to capitalize on the
promise of the Web
- Are
looking
for a structure and an
alliance of like-minded
professionals that will
take them to the next
level personally and
professionally
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Support professional
credentialing and continuing
education initiatives of
national benefits
organizations
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Have a minimum of 2
equivalent full-time
Employee Benefit/Financial
Planning Producers
- Have
a minimum of $1M in
annual Employee
Benefits/Financial Planning revenue
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UBA
will help enable you to:
- Position
and
build your business in the New Financial Services World
- Transform
your business using web
technologies
- Work
collaboratively
with many of the leading
Benefits Advisors in North
America
-
Work
more efficiently and
effectively
- Find
friends who understand
your business challenges
- Enjoy
your success
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Through
affiliation with UBA,
member
firms will:
- Improve
organizational efficiency
and focus
- Develop
national brand-name
recognition
- Share
best practices with other
top producers and firms
- Increase
client acquisition and
retention
- Pool
capital to access
technology beyond the reach
of a single firm
- Gain local support for servicing national accounts
- Develop
a nationally-branded,
scalable internet channel
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By
working collaboratively with
other top independent benefits
firms, UBA members are
positioned to thrive
in response to the
new
challenges of the
Changing Employee Benefits
Marketplace. We believe
that independent, professional
benefit advisors have
a special role
to play in the emerging New Financial
Services World as Guardians of
a neutral channel that
serves the best interests
of Employers and Employees.
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- Protecting the Independence of
Member Firms
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Fostering Collaborative Relationships
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Strengthening our
Members' Competitive
Ability
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- Aligning
with the Top Firms in North America
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Sharing Knowledge & Best Practices
- Building a Nationally Branded Channel
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Professionals who join
UBA have been searching for ways to
better serve their
clients
in the New Financial
Services World, while
maintaining the
independence of their
firms. What has
been lacking is a
structure and an
organization to take
them to the next level--
UBA is the answer. |
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If
you are ready to become
a UBA member, have more
questions, or would like
additional information,
please
CLICK
HERE
to schedule a
teleconference tour with
one of our Officers.
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