The first Financial Marketing
Organization you can call home.
Organization you can call home.
Our mission is to bring advisors together, to connect them to the support and the services they need, and to unite them with other like-minded advisors who share the same passion and dedication for excellence in our field. Most importantly, however, is our unwavering dedication to you, your success, and our never-ending mission to ensure that we are the first, and last, FMO you will call home.
Here are just a few of the reasons why so many advisors choose to call us home:
Smart ideas are the cornerstone of greatness. We are leaders in the industry - innovating, not copying, and that’s what we’ll continue to do.
A great system will give you predictable, proven results. Everything we do is systems based, meaning you can rely on it working for you.
Our team is the heart of who we are. We work harder for our agents than any other organization, guaranteed. That’s our promise.
Who chooses to work with us?
Just about everyone!
Click on each image to learn more about the specific services we provide.
Smaller Volume / Newer Advisors
While many FMOs choose to focus strictly on “Elite Advisors” and ignore all others, we pride ourselves on supporting advisors who may write less volume each year, or advisors who are on the newer side in our industry. You get the industry’s best training, access to our exclusive systems, and great support.
Large Volume / Experienced Advisors
We have extensive experience working with some of the best advisors in our industry. Whether you write $3 Million per year or $30 Million, one promise we can make you is that you’ll always get the services you are looking for, the support you really need, and the appreciation you really deserve.
Multiple Producer Offices
Many advisors in our industry have multiple producer offices – whether it’s working in conjunction with another advisor or whether you have sub-agents working directly for you and your business. Regardless of how you are established, we have the training, systems, and services necessary to help you grow.
Insurance Hierarchies / Agencies
If you have an insurance hierarchy or agency – big or small – and are finding it difficult to recruit, train and grow your business – you owe it to yourself to give us a call. We can help you significantly increase your revenue by providing you with industry-leading programs, systems, recruiting and training support.
Broker / Dealer Institutions
We have experience working with many Broker / Dealers. If you are looking for more than just an ‘outlet channel’ for insurance production, and would prefer an institutional relationship that can really help your advisors grow their business and provide additional revenue to your firm, give us a call today.
Other Financial Institutions
Whether it’s banks, credit unions or any other organization with a field-force looking to provide cutting edge annuity, life and LTC insurance products – we are here to help you grow. Our training, service and support is second to none, and we’ll provide you with everything you need to accelerate your business.
We Help Advisors Create a
Powerful Business Machine
Powerful Business Machine
When you successfully combine the three most important components of your business—marketing, sales and practice management—something magical occurs. The powerful, business generating machine you’ve always dreamed of comes to life right before your eyes. You’ve got all the appointments you need, you can close nearly every one, and your office runs smoother than you ever thought possible. It’s real, it can happen to you, and we can show you how.
What are you waiting for?
Request more information or join us today!
Getting Your Financial House in Order Workbook
Our proprietary workbook is a proven, systematic way for you to uncover hidden landmines that could ruin your sales opportunities. Double your sales by requesting our workbook now!
Winning in this new era of competition
An enlighting paper that discusses how you can get immediately get ahead of your competition!
Check out the brochure for our beautiful 2016 incentive trip destination - Dorado Beach Puerto Rico!
Special Report Why 99% of all Sales & Marketing Systems Fail
Are you tired of trying various sales and marketing systems that simply don't work? Find out what you can do to solve this problem for good and rapidly grow your business with our special report. Download instantly!
Wealth Index Report Sample
A powerful report to help your clients improve their finances. Download now!
Discover the critical sales landmines that are killing your business - and how to prevent them!
The Selling Chronicles
It's time to evolve from an old-school salesman and use powerfully effective, modern day sales techniques that help UA CEO Steve Lewit write $30 Million of business annually. Don't miss this book!
This is your chance to touch, feel and see everything United Advisors can do to help you grow your business. This information kit is jam-packed with powerful materials you can use immediately to increase your revenue.
The $5 Million Dollar Program
Anyone can write $5 Million! You just need to know how—Request your free copy today.
"I had just transitioned into the financial industry from a ministry background and had been working for less than 1 year with modest success. When I met Steve Lewit and United Advisors, I was able to transform my business from $3 million per year in annuities to over $15 million of total production and $4 million assets under management in only 2 years. I just plugged myself into Steve’s coaching and leadership, and the systems he and his team have created. There is no way I could have done it without them!"
- Tami S., California
"When I joined United Advisors in 2008, I had very high expectations. Since then, I’ve never been let down, not even once. I am most impressed by all the marketing support I’ve received—seminar and client events in particular. I’ve learned how to market them much more effectively and successfully than I ever did in the past. They’ve set me apart from the competition and truly allowed my entire business to grow."
- Rick A., North Carolina
"My sales had been stuck in a rut when I decided to join United Advisors. Turns out, it was one of the best decisions I ever made. I really “connect” with the sales system and am very excited by how it’s helped me to position both more annuities and assets under management simultaneously. I think clients really grasp the simple concepts and well-presented materials. It is like night and day compared to my old process."
- Barbara S., Colorado
"I was looking for a marketing organization that could help my business grow. When I came here, the atmosphere and the people were exactly what I wanted— people who I knew were looking out for me, not just my production. I really feel like I’m important to them, and that’s something that is very meaningful to me. I never felt this way with any other marketing group."
- Roy L., Pennsylvania