Our Services
Mission
Statement 
United
Beneficial
exists to bring both wealth management and retirement distribution
solutions to clients, utilizing the finest companies and products
on the market today.
This mission is coupled with the expertise to design
the most productive individual and corporate plans.
Product/Service
Overview
United
Beneficial
accomplishes its mission by bringing together term, universal,
and whole life insurance; fixed, indexed, and variable life
contracts; fixed, indexed, and variable annuities; access
to mutual funds through both conventional commission-based
avenues and fee-based asset management with static, tactical,
and timing asset allocation models.
We also utilize separate account management by the
most renowned managers in the industry.
Customer
Solicitation
United
Beneficial
is pleased to present these concepts through individual appointments,
group workshops, seminars and round-table discussions.
Company
News
At
this time, United Beneficial is offering free individual
consultation using fact finders to establish goals, tax saving
ideas, income replacement, wealth transfer, estate tax reduction,
investment objectives, and end-life planning.
We also offer over 16 workshops and seminar approaches,
targeting a number of different needs.
Customer
Benefits
The value
to individuals is the opportunity to bring together both wealth
management and retirement distribution venues under
one roof. United
Beneficial offers the additional services of both an independent
attorney and Certified Public Account.
With the various available workshops and seminars comes
the additional value of group education and involvement.
Summary
- Call to Action
In
today’s complex and ever changing investment, legal, and tax
dynamic, it is vital to secure advice from seasoned professionals
who understand that every investor’s needs are unique.
United Beneficial attempts to bring valued added
service to your table in a non-intrusive manner without high-pressure
sales approaches. Gaining
a full and complete understanding of your needs, desires,
and ambitions is our main interest.
“United" together to bring you more “Beneficial”
service and peace of mind.
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