A partnership that enhances your business and adds value for your clients.
Unity’s Advisor Partnership Program
Imagine a solution that increases your revenues, enhances your service offerings, adds value to your clients, all with minimal additional workload for you. That’s exactly what partnering with Unity does. It’s a win-win-win!
Why Partner with Unity?
Do what you’re great at!
Let Unity’s expertise complement yours, delivering exceptional value to your clients. Our team offers industry-leading advice and planning on insurance, succession, equalization, and tax-related issues.
Protect your client relationships
Confidently address your wealthiest clients’ insurance needs with Unity’s support, solidifying your role as their trusted advisor.
Maximize your productivity
Let Unity take care of the time-consuming tasks like building client presentations and analysis, writing applications, managing policy services, and conducting annual reviews. Allowing you to focus on what you do best – while we handle the rest.
Growth without the costs
Managing insurance business is administratively different from investments. Unity is specifically trained to handle these complexities, allowing you to grow your business without the need for additional fixed costs or staff.
Education & Identification
Unity’s understanding of insurance and its tax benefits in combination with our specialized training equips you to uncover overlooked insurance opportunities and deliver exceptional value to your clients.
Realize a new revenue stream
As a wealth and investment advisor, partnering with Unity on insurance planning can immediately unlock industry-leading commissions and bonuses.
Who we’re partnering with.
If you’re a financial advisor with high-net-worth clients, you understand the importance of a holistic financial plan. However, the complexities of modern insurance products and tax laws can be time-consuming and downright daunting.
Perfect. Let Unity handle the intricacies of insurance planning.
Our expertise complements your existing service, allowing you to deliver comprehensive financial solutions for your most valued clients.