Insurance Agencies & Investment Advisor Alliances & Partnerships:

When it comes to insurance…it seems no one ever wants it until they Need It….and then it’s too late.  However, USBE can help clients quantify their risks to provide a better platform for proper insurance underwriting and related planning by the insurance
agent experts.

Similarly, most business owners do not take the time to explain their “Business” Portfolio’s (the Business’s balance sheet) and their Business Investment Plans to their investment advisors.   This has the effect of handcuffing the advisor…so to speak…since they only have half the picture. 

When the advisor has the total picture…they can help the client devise a comprehensive portfolio strategy to manage all their assets, thereby, providing greater value and service.

Contact USBE to find out more about the benefits of a USBE Association!