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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:
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.
Turn-key evaluations make it easy to address insurance in a simple, process-driven and proactive fashion.
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.
Advisors have access to BUI’s classically-trained, in-house underwriters who represent the best opportunity to place cases at a favorable rate.
Working with BUI’s advanced planning team translates into exceptionally sophisticated resources in estate planning and business succession planning.
User-friendly support tools make it easy for advisors to maximize time interacting with clients and minimize costly, time-consuming overhead.
Partnering with BUI has proven to enhance client relationships, lead to new client introductions and increase revenue.
The review of the performance of existing, permanent life insurance policies.
An analysis of a client’s Long Term Care insurance options based upon stated goals and objectives.
A robust review of a high net worth client’s estate plan by a qualified estate planning expert.
BUSINESS SUCCESSION EVALUATION
The review of an existing business succession plan or the blue print of a new plan, if one does not currently exist.
KEY PERSON EVALUATION
An analysis of the loss of a key employee on a client’s business.
INCOME REPLACEMENT EVALUATION
Ascertaining an appropriate amount of life insurance coverage to replace lost income upon a client’s death.
While each process has a different focus, they all follow the same basic structure, making it easy and predictable to leverage the heavy-lifting and expertise onto the BUI team.
Step 1: COMMUNICATE THE VALUE
BUI provides client explanation documents that make it easy to communicate the benefits of participation to your client(s).
Step 2: GATHER INFORMATION
BUI provides an Information Gathering Kit that initiates the process. Once completed with your client, submit to BUI and the analysis begins.
Step 3: RECEIVE A COMPREHENSIVE ANALYSIS
Upon completion of the analysis, BUI provides a polished report summarizing your client’s options. An expert from BUI will even participate in a joint meeting with the client(s).
As a consistent top-producing agency with LIBRA Insurance Partners, a national life insurance marketing organization, BUI has relationships and resources that translate into exceptional underwriting, service, and advanced planning support. LIBRA Insurance 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.