United Planners' Financial Services
United Planners is a nationwide full-service independent Broker-Dealer uniquely structured as a Limited Partnership. Their reps enjoy association with a stellar organization and rave about the culture and true independence they experience beginning day one. High payout, profit sharing, technology, service and marketing support are among the most favored features. Pay for only the technology you use and enjoy the discounts which have been negotiated on your behalf. Access to Senior Management is always available as United Planners is here to support you. Streamlined service procedures will keep your business flowing without the back office headaches. When you call the home office, you will immediately receive a friendly voice ready to assist you with your needs. The only question the transition process will leave you with is why you didn't think of joining sooner.
| FIRM PRODUCT MIX |
| Mutual Fund |
19
% |
EIA |
1
% |
| Variable Annuity |
34
% |
Life Insurance |
5
% |
| Advisory / Fee based |
23
% |
IPO |
0
% |
| VUL |
5
% |
Municipal |
0
% |
| Equity |
5
% |
LP / DPP |
2
% |
| Fixed Income |
1
% |
REIT |
5
% |
| Fixed Annuity |
0
% |
|
|
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