You do what's best for your clients. Now it's time to kick back and relax!
The Inner Circle Group
An exclusive membership and rewards program for advisors who are dedicated to UA and committed to helping make us the best FMO ever.
Rotate through each icon below to learn more about the exciting rewards available to ICG members!
Attain LEGENDARY Advisor Status
with our UA Achieving Greatness Awards
Don’t let anything stand in your way. Attain Legendary advisor status with our United Advisors Achieving Greatness awards. There is no limit to your level of success!
Explorer / New Agent
Everyone starts as an explorer.
10 Achieving Greatness Levels:
Prodigy
First Piece of Business
You are a prodigy, the brightest of minds with vast future awaiting you.
Ace
$500,000 Lifetime Production
You are a true ace, expertly skilled and adept at everything you do.
Dynamite
$1,000,000 Lifetime Production
You are simply dynamite, with spectacularly explosive business potential.
Genius
$3,000,000 Lifetime Production
You are a genius, with an extraordinary natural capacity of intellect and talent.
Master
$5,000,000 Lifetime Production
You are a master of your craft, superiorly skilled in the arts of finance and insurance.
Rockstar
$10,000,000 Lifetime Production
You’re a true rockstar, a celebrated, prominent and highly distinguished advisor.
Phenom
$25,000,000 Lifetime Production
You are a rare phenomenon, astonishingly talented and exceedingly prodigious.
Luminary
$50,000,000 Lifetime Production
You are a luminary, a quintessential embodiment of performance and success.
Paragon
$100,000,000 Lifetime Production
You are a paragon, a visionary of exceptional merit and the epitome of excellence.
Legend
$200,000,000 Lifetime Production
You are a legend, a monumental triumph, truly incredible, and never to be forgotten.
Every achievement level is a milestone.
Attain new levels of greatness and obtain sweet rewards at every step.

What are you waiting for?

Request more information or join us 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