Underwriting Specialists, Inc.

06/13/2023

https://www.undspec.com/blog/a-look-at-whole-life-insurance

In exchange for fixed premiums, an insurance company promises to pay a set benefit when the policyholder dies, but also offers additional benefits as well. Whole life insurance policies can build up cash value — effectively a cash reserve that pays a modest rate of return, and the growth is tax-de...

01/10/2018

ATTENTION FINANCIAL PROFESSIONALS - CPAs, Financial Advisors, Independent Insurance Agents, Estate Attorneys, Wealth Managers and Others in the Greater Philadelphia Region

Save the date and register now for Underwriting Specialists’ (USI) upcoming Symposium on January 25, 2018 from 9:00am – 4:00pm in Plymouth Meeting, PA. The information you gather from this one-day event could make for a very successful year, so don’t miss out.

Our Featured Speakers - Paul Dietrich CEO, CIO of Fairfax Global Markets, and Edward Lafferty, Public Affairs Specialist from the Office of Social Security Administration, will be on hand to provide you with valuable insight from their respective fields to help you better guide your clients in 2018.

Additional vendors and presenters will also be in attendance, so be sure to click on the link below to see all the details.

PLEASE NOTE THAT SEATING WILL BE LIMITED FOR THIS EVENT - Click this link http://bit.ly/2mdvOmb for complete details and to register in advance.

Registration is required to attend this event, so register now to save your seat.

01/10/2018

FINANCIAL PROFESSIONALS - CPAs, Financial Advisors, Independent Insurance Agents, Estate Attorneys and Others

Save the date and register now for Underwriting Specialists’ (USI) upcoming Symposium on January 25, 2018 from 9:00am – 4:00pm in Plymouth Meeting, PA. The information you gather from this one-day event could make for a very successful year, so don’t miss out.

Our Featured Speakers - Paul Dietrich CEO, CIO of Fairfax Global Markets, and Edward Lafferty, Public Affairs Specialist from the Office of Social Security Administration, will be on hand to provide you with valuable insight from their respective fields to help you better guide your clients in 2018.

SEATING IS LIMITED - Click this link http://bit.ly/2mdvOmb for complete details and to register in advance.