Partnering with financial service professionals to assist in the implementation of wealth transfer and wealth protection strategies, frequently employing life insurance, long-term care insurance and annuities.
As a leading, national BGA, we partner with financial and insurance advisors to provide robust back-office support, access to dozens of highly-rated carriers, advanced planning support, and high-end underwriting specialists.
Subscribe to Our Newsletter
Stay up-to-date with insurance, estate, and business planning news.
Client-First Core Values
Our number one core value is that we make recommendations that we believe are in the best interest of the client. Sometimes insurance isn't the answer... and that's ok.
Coast to Coast
Our main headquarters is conveniently located in the heart of the country - St. Louis, MO. Through industry-leading technology, we are able to provide service to any state in the country.
Top 25 RIA in the USA
Independent Financial Planner
MDRT Top of the Table Recipient
National Commercial Property & Casualty Insurer
Risk Management Director
Top 25 RIA in the USA
Benefits of a BUI Partnership
As a consistent top-producing agency with LIBRA Partners, a national life insurance marketing organization, BUI has relationships and resources that translate into exceptional underwriting, service, and advanced planning support. LIBRA Partners is among the top tier in production with nearly every major life insurance company in today’s market. Through this nationwide consortium, BUI enjoys extraordinary relationships with premier life, long-term care and annuity providers and their broad array of products and services.
Advisors have peace of mind in knowing clients’ best interests are being placed at the forefront of every interaction.
Advisors have access to BUI’s classically-trained, in-house underwriters who represent the best opportunity to place cases at a favorable rate.
Robust Back-Office Support
Advisors who call during normal business hours speak to a live person and have dedicated, tenured point people for Case Design, Case Management, Licensing, Marketing and In-Force Policy Service.
Working with BUI’s advanced planning team translates into exceptionally sophisticated resources in estate planning and business succession planning.
Turn-key evaluations make it easy to address insurance in a simple, process-driven and proactive fashion.
User-friendly support tools make it easy for advisors to maximize time interacting with clients and minimize costly, time-consuming overhead.
Products are researched through dozens of carriers to ensure the best possible options are provided. BUI is not owned or controlled by an insurance carrier.
Partnering with BUI has proven to enhance client relationships, lead to new client introductions and increase revenue.