Preserve - Protect - Prosper
Our StoryUnited Financial Partners will guide you on the right path to accomplish your financial goals.
At United Financial Partners, we work with clients across the country in the design and implementation of clients' business and personal insurance planning needs - including advanced markets concepts. Of these designs, Life Insurance Premium Financing introduces an alternative funding method for the purchase of large life insurance policies for the ultra-high-net worth individuals. By implementing financing arrangements, high-net-worth individuals and businesses are able to purchase the life insurance policies they require with a bank’s money, thereby achieving flexible cash flow and potentially a large savings component.
Premium Finance Strategies
Every premium finance strategy is tailor-made for each client depending on the client’s insurance coverage needs and financial suitability.
Wealth Accumulation
We understand the importance of using leverage to acquire the life insurance our clients need, while also growing their net worth.
Estate Planning
Whether your goal is maximizing your life insurance benefits, or perfecting your estate strategy, our team will provide you with the knowledge to feel confident in your financial future.