LIFE INSURANCE SOLUTIONS FOR THE SUCESSION PLANNING OF HIGH NET WORTH FAMILIES
About the United Brokers
MARKET LEADER
For over 25 years United Brokers has been a global leader in the market of planning and designing wealth tranfering life insurance structures to High Net Worth families; Always operating with independence, open-architecture and the best interest of our client in mind.
United Brokers is an insurance boutique that operates with total Independence, bringing to its clients the best solutions available in the international market.
GLOBAL ACESS TO PRODUTS AND SERVICES
Global footprint with access to over 30 first rate insurance companies worldwide in more than 50 markets. Access to every major life insurance class of product, with dozens of product options available.
PLANNING KNOWLEDGE
In-depth tax & planning knowledge on focus markets. Our expertise is matching the best possible product to each of our clients in a tailor made approach.
PLANNING PROCESS
United Brokers uses a proprietary process to identify and quantify the cliente’s protection needs and objectives, covering the individual, the family and their business if necessary.
SERVICE
A team of highly qualified and trained specialists dedicated to an exclusive and customized service. United Brokers is dedicated to bring the best solution to its clients, always with independence and the best interest of its clients in mind.
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- Pre-Sale: explaining every product and feature available
- Sale: performing a “comparison shopping” to find the best option to each
- Post-Sale: Our team will follow up and monitor your policies for life
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PRIVACY
Protocols and systems strictly controlled to maintain the highest levels of information safeguards.
LEGAL OPINIONS
Exclusive legal opinons covering the regulatory, fiscal and legal aspects of every major market.
INDEPENDENCE AND OPEN ARCHITECTURE
Universal Life & Term Insurance:
Prudential Life - USA
Sun Life Canada - Bermuda
Lincoln Life - USA
Pan- American Life - USA & Cayman
Transamerica Life – USA & Bermuda
Manulife Canada - Bermuda
Global Atlantic / Accordia - USA
American Fidelity - Cayman & USA
Brighthouse Financial Insurance - USA
AXA Equitable - USA
New York Life - USA
John Hancock Life - USA
Allianz - USA
Pacific Life - USA
Principal - USA
Zurich - USA
Symetra - USA
Assurance Companies & Private Placements:
Swiss Partners – Switzerland
Lombard Assurance - Luxemburg
Old Mutual - UK
Investors Trust - Cayman & Porto Rico
Royal London - UK
* Some insurance companies may not be available in your jurisdiction
Internacional Health Insurance:
Through our associated broker VIP Blue:
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- Vumi
- Premier Health
- Best Doctors
- P.A. Group
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KEY INTERNATIONAL INSURANCE PARTNERS
