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A
glimpse into the future:
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Imagine a day in the not-too-distant future when a financial planner visits a client's employer-provided, personalized web site (called a BenefitsPassportSM) which has all of the client's investment, insurance, banking, credit card and employee benefits information on it. Together, the client and the financial planner are able to check all "Financial Vital Signs", and discuss a personalized financial strategy.
The client, who also uses the BenefitsPassportSM to enroll and look up employee benefit information, is able to conveniently purchase customized financial products (as well as consumer items) to complete their Financial Plan. All of the information on the BenefitsPassportSM site is updated in real-time, and is portable, irrespective of any specific employer. Imagine that such a BenefitsPassportSM
Network increasingly
becomes a major gateway
through which many
Americans access their
financial information. Few
employers would consider
installing an employee
benefits program that was
not part of a BenefitsPassportSM Network.
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We believe this vision will become reality in the near future, and that
professional, independent Benefit Advisors have a uniquely vital role to play. Such a BenefitsPassportSM Network must be credible, secure, and designed to work in the best interests of the clients. It is vital that this Network be supported by independent, credentialed Advisors who have their client's best interests in mind, rather than being managed by Vendors who are motivated solely by the sale of their own products and services.
UBA is uniquely positioned to
create and safeguard that network. UBA's
nationwide network of independent,
professional advisors are committed to serving their clients needs and helping them navigate the New Financial Services World. UBA
members believe in a collaborative approach to solving Employer and
Employee needs, and are committed to working closely with The
Society of Financial Service
Professionals, and other professional organizations.
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At
UBA, it is our intent to build and manage a BenefitsPassportSM
Channel. We have developed a separate R&D firm, BenLab, to lead that effort.
BenLab's Mission is
to:
1.
Capitalize on existing Mega-Trends
- For Employees: Personalized Choices, Access to Relationship-Oriented Expertise, and
Convenience.
- For Employers: Cost-Effective, Employer-Provided Benefits, Automation, and
Outsourcing.
- For Broker/Consultants: Relationship Management,
Data-mining, Personalized Solution Finders, and paper-reduction
efforts.
- For Product Vendors: Creative products to serve UBA
clients.
2.
Provide Ongoing R&D
& Product Evaluation
3.
Leverage Moore's and Metcalf's Laws and facilitate
Hive Computing for the Wisdom NetworkSM.
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Existing
UBA Member technology tools: The following
proprietary tools are already available to
UBA Members:
- The Wisdom Network®(an encrypted member communications and
electronic filing platform)
- The Employee Benefit Center®
(a comprehensive employee communications tool for
UBA clients)
- HRinsider®
(an HR assistance tool for UBA clients)
- The Employee Resource
CenterSM (a comprehensive wellness communications
tool for UBA clients)
Contact
us for a demo.
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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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