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For New England business owners who have long focused on serving the needs of their clients and customers, United Insurance provides an integrated personal approach to financial planning built around their unique needs and aspirations.
From life insurance coverage, estate planning, succession, and business perpetuation services, our experienced account managers can help you along the path of building for and protecting your future, today.
The Benefits & Financial Services division of United Insurance, founded in 2002, offers a wide range of financial planning services including:
More Choices = Better Coverage & Affordable Rates
United Insurance agents have industry experience and long-term relationships with many of the leading independent insurance carriers in the country. Working with these specialized carriers, our agents can build and present clients with several different coverage options.
Then, working together, United Insurance can also help determine if the current mix of insurance protection, investment income, and cash flow is still in line with your immediate and long-term plans.
When it comes time to transition your company due to retirement, disability, marriage, divorce, or any other reason, the last thing you need are surprises.
Having the right type and amount of insurance coverage is certainly an important part of securing your financial future – but it’s not the only piece to the puzzle. Our Financial Services team works with business owners to create a single comprehensive view of their financial position.
This integrated approach to financial planning is also an effective way to identify either risky gaps or costly overlaps in your coverage that may not have otherwise come to light.
For questions or to learn more about our Financial Services division, please call 800-734-2333 or contact Account Executive Jennifer McCurry at or call 800-734-2333.