BUI provides consultative, interactive guidance in the areas of life insurance, long term care insurance and annuities. From everyday term cases, to complex estate and business planning cases, BUI’s resources make it easy for advisors. Insurance and financial professionals rely on BUI to provide objective insurance solutions for their clients. The benefits of a partnership include:
CLIENT FIRST
Advisors have peace of mind in knowing clients’ best interests are being placed at the forefront of every interaction.
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.
PROACTIVE PLANNING
Turn-key evaluations make it easy to address insurance in a simple, process-driven and proactive fashion.
OBJECTIVITY
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.
UNDERWRITING
Advisors have access to BUI’s classically-trained, in-house underwriters who represent the best opportunity to place cases at a favorable rate.
ADVANCED PLANNING
Working with BUI’s advanced planning team translates into exceptionally sophisticated resources in estate planning and business succession planning.
TECHNOLOGY
User-friendly support tools make it easy for advisors to maximize time interacting with clients and minimize costly, time-consuming overhead.
DIFFERENTIATION
Partnering with BUI has proven to enhance client relationships, lead to new client introductions and increase revenue.