Our Advantage

Our Advantage

Our firm enjoys an exemplary reputation for client services in the insurance industry. Our Principals currently serve on several insurance company agent advisory panels, giving us visibility, influence and a strong edge in negotiating premiums on our clients' behalf.

Additionally, we're unique in our operations in that we have the work ethic of a small business, but the intelligence and resources of a large business as a result of our partnership with United Benefit Advisors (UBA).

UBA is one of the nation's largest privately held employee benefit advisory organizations, with multiple offices located throughout the United States. UBA is open only to the best independent advisory firms. To qualify for UBA, an agency must meet stringent financial and professional credentialing requirements and commit to the most thorough code of ethics in the benefits industry. Acquiring partnership in UBA is evidence of our total commitment to serving our clients, with none of the inherent concessions from the demands of Wall Street.

Our Partners