The UIA Financial Group

11/22/2025

10/06/2025

The UIA Financial Group’s CEO/President, Doug Toups, will be live on KKAY 106.9 FM at 12PM today, sharing insights on when to optimize benefits, help reduce taxes, and/or penalties for drawing too early.

Don’t miss it! Visit KKAY 1590 AM to learn more!

10/03/2025

Retirees: Are you leaving money on the table?

96% of retirees claim Social Security too early or at the wrong time. Don’t be one of them!

October 7th – 6 PM | Gonzales, LA
October 9th – 6 PM | Donaldsonville, LA

Hosted by Doug Toups, President/CEO of The UIA Financial Group

RSVP now:

October 7th- 6:00 PM @ The Ascension Parish Library - 708 S Irma Blvd Gonzales, LA 70737 Light fare will be available. October 9th- 5:00PM @ 500 Mississippi St Donaldsonville, LA 70346 Light fare will be available. ONLY 4% OF RETIREES CLAIM SOCIAL SECURITY AT THE MOST OPTIMAL TIME. THE REMAINING 96%...

10/01/2025

When is the best time to claim Social Security? Most retirees get it wrong, and it could cost them.

Join us to learn:
• How new laws affect your benefits
• Strategies to maximize your Social Security
• Ways married couples can increase total benefits
…and much more!

October 7th – 6 PM | Gonzales, LA
October 9th – 6 PM | Donaldsonville, LA

Reserve your spot now:

October 7th- 6:00 PM @ The Ascension Parish Library - 708 S Irma Blvd Gonzales, LA 70737 Light fare will be available. October 9th- 5:00PM @ 500 Mississippi St Donaldsonville, LA 70346 Light fare will be available. ONLY 4% OF RETIREES CLAIM SOCIAL SECURITY AT THE MOST OPTIMAL TIME. THE REMAINING 96%...

10/01/2025

Do you have an “income plan” for your retirement accounts? 📉

I can help you turn your
💰retirement money💰 into a guaranteed lifetime income stream.

You read that right. 👀

Sounds like a good reason to have an appointment with me, doesn’t it? 📱💻

09/29/2025

Did you know that only 4% of retirees claim social security at the most optimal time? The remaining 96% lose out on an average of $182,370 per household.

Join Doug Toups, President/CEO of The UIA Financial Group, for a complimentary educational seminar on Maximizing Your Social Security Benefits & Minimizing Your Taxes.
October 7th – 6:00 PM | Ascension Parish Library, Gonzales, LA
October 9th – 6:00 PM | 500 Mississippi St, Donaldsonville, LA

October 7th- 6:00 PM @ The Ascension Parish Library - 708 S Irma Blvd Gonzales, LA 70737 Light fare will be available. October 9th- 5:00PM @ 500 Mississippi St Donaldsonville, LA 70346 Light fare will be available. ONLY 4% OF RETIREES CLAIM SOCIAL SECURITY AT THE MOST OPTIMAL TIME. THE REMAINING 96%...

02/26/2025

Join Us for a Webinar on Tax-Free Retirement Strategies!

Are you prepared for the tax risks that could impact your retirement income? On February 27th, join best-selling author Patrick Kelly for a 45-minute virtual event, where he’ll share strategies to help protect your income from unnecessary taxation in retirement.

What You’ll Learn:
✅ Why families may face greater tax risks in retirement
✅ Potential tax liabilities for retirement income
✅ Strategies to reduce tax risks and maximize your savings

Gain timely insights into a rapidly changing financial landscape, and explore an eye-opening comparison between Index Universal Life (IUL) policies and traditional 401(k) plans—a key concept from Patrick Kelly’s book Tax-Free Retirement.

🔗 Register Now:

Discover what you can do to help reduce your future taxation and protect the longevity of your retirement income. This webinar will cover:

11/12/2024

Join us at The UIA Financial Group office on November 20th for a Long-Term Care Seminar with expert Steven 'Rock' Ruiz.

Date: November 20, 2024
Time: 6:00 PM
Location: 720 Canal Blvd, Thibodaux, LA 70301

Seats are limited—RSVP today to Deborah Valin at [email protected] or (985) 492-5205.

10/08/2024

At United Insurance Advisors or UIA, we specialize in a broad range of services. Primarily Debt Elimination, Tax-Free retirement strategies, Asset Protection, and Mortgage Protection.