Universal Insurance Services Announces Membership in Professional Life Advisors Network (PLAN)
Oct 15, 2015, 10:35 ET
DEERFIELD BEACH, Fla., Oct. 15, 2015 /PRNewswire/ -- Universal Insurance Services LLC (UIS), a subsidiary of Vanbridge LLC, an innovative life insurance and financial advisory distribution firm, announced today that it has been approved for membership in Professional Life Advisors Network (PLAN), a national organization focused on the sale of life, long term care, disability, and linked benefit products through alternative distribution channels.
PLAN is comprised of prominent life brokerage agencies across the US that are dedicated to and have depth of experience in assisting financial advisors to develop and execute the life insurance planning portion of their practice. "When Universal decided to expand into this market, and the opportunity to become a member of PLAN arose-- we jumped at the chance to join such an exclusive and well-respected organization," commented Michael C. Sorensen, Managing Principal of UIS.
"We are thrilled to have Universal as a PLAN member firm," said Carol Rando, Executive Director of PLAN. "Universal already specializes in providing sophisticated consulting services for advisors that create a strategic foundation for estate planning, wealth management and executive benefits making them a natural fit," Rando continued.
"PLAN is a recognized leader in the financial institutional space and gives us both the ability to expand our distribution platform and bring our collaborative and practice management focus to assist this marketplace," said Mitchell K. Smith, Managing Principal of UIS. "We are continually expanding our national footprint and are excited for the opportunity to work with PLAN to accomplish this goal."
About Universal Insurance Services
Universal Insurance Services LLC, a subsidiary of Vanbridge LLC, is a life insurance and financial advisory distribution firm, which consults, advises and coaches professionals around the country. Universal serves high net worth individuals, corporate, private equity, executive benefit, RIAs, insurance agents, attorneys, CPA's, investment organizations, broker dealers and general agencies, as an objective specialist. Universal provides sophisticated consulting services that create a strategic foundation for estate planning, executive benefits and business planning. Universal attains the best possible solutions for their clients, through advanced planning techniques, underwriting, carrier and product support, sales assistance and more. For more information, please visit uiservices.com
SOURCE Universal Insurance Services LLC
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