Our Life Insurance, Estate Review and Business Review Platform of Services can provide several critical pieces to your clients', wealth, legacy and retirement planning. Life Insurance Policy Reviews: A Streamlined Process to Objectively Review Current Life Insurance Policies. A Life Insurance Policy Review enables advisors to partner with a trusted third party to analyze clients' life insurance portfolios. This review delves into a number of critical areas including carrier financial stability, policy ownership, and policy performance.
Services
Since 1970, Underwriters Brokerage Service has focused exclusively on serving the needs of financial service professionals. That focus has helped us grow to become the region's leading independent insurance wholesale brokerage firm for Life Insurance, Long Term Care and Annuities. We partner with a wide range of financial service professionals including Life Insurance Professionals, Financial Advisors and Property Casualty Agents.
Whether it is for life insurance, long term care or annuities; the insurance industry has a history of product innovation and the options in today's marketplace can appear overwhelming. Whole Life, Universal Life, Indexed Life and Variable Life in single and joint life versions. Lots of unique riders from Return of Premium to LTC to Waiver of Surrender Charges and more.
This section is designed to provide you with quick on-line access for quoting multiple carriers for term as well as permanent coverage. Take advantage of our term spreadsheet or for full permanent illustrations access our multi-carrier version of WinflexWeb. The Needs Analysis tool along with a variety of Financial Calculators available in this section can help you quickly address your clients' needs.
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