Unkefer & Associates is an Independent Marketing Organization (IMO) serving Advisors like you in the Annuity and Life space since 1994. Honesty and integrity have been the core of Unkefer's mission since our founding, and our goal is to provide the tools you need to sell. This year our Top Producers will kick back on the beach for our Top Producer Conference at the Four Seasons at Peninsula Papagayo, Costa Rica. In 2023, our Top Producers will voyage to Mayakoba, Mexico for an exclusive week at the Rosewood Mayakoba Resort.

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Top Producer Conference Report

From our hillside perch overlooking the Pacific Ocean, our expansive Costa Rican resort offers privacy while being your launching pad into boundless adventures. After a day of zip lining, surfing or hiking a volcano, return to our tropical retreat for farm- and -sea-to-table dining, refreshing swims in our four swimming pools or relaxing spa treatments. With customized itineraries for families and couples alike, we can't wait for you to experience "pura vida" at Peninsula Papagayo.

Contracting Report

We provide a Universal Contract (U Contract) that allows you to fill out your information once, select your desired carriers, and we take care of the rest! Alternatively, if you have a SureLC account, let us know and we can quickly get you started. We also provide links to the individual contracts by Carrier, if you prefer that.

Carriers Report

No two clients are alike. We believe that access to a vast selection of the best partnerships and products in the annuity industry will better suit our advisors, so you always have the answer to your clients' retirement questions.

Manny Monster Monter

Jun 08, 2021

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Transparent from the beggining, professional, and great to work with. If you're an agent looking for a solid IMO, Unkefer and Associates will deliver on what they promise.