CORPORATIONS

The needs of your corporation, whether large or small, are vast. The benefits, legal agreements between owners, executives and shareholders can create added pressures on the business.

Scroll Down

Succession planning, estate planning or other structural dilemmas can create havoc for everyone involved.

Currently recognized as one of the most creative and knowledgeable organizations in its space, Universal’s depth of expertise and national network of professionals is a clear advantage to its clients. As a firm who considers our business as more consultative, we strive to offer objective solutions for our clients.

Our collective firms have the capability to bridge the languages, cultures and financial interests across the broad spectrum of traditional insurance and capital markets to deliver significant value to our clients and partners. No one insurance broker or investment bank currently offers this total integrated approach as a combined business enterprise—until now.

Comprised of an interdisciplinary team of industry experts and insiders with decades of experience and a very broad network of contacts, our remarkable combination of resources, along with those of our investors and other strategic capital partners gives us the capacity to source, provide due diligence, advise, acquire and operate insurance related assets.

Universal Insurance Services has the capabilities to focus in on solutions and pricing not typically obtainable, effectively and efficiently securing life insurance and advanced planning strategies for our clients. Our distinctive model is not product or carrier specific and maintains a purely objective strategy when analyzing the marketplace. Our firm consistently monitors industry trends as well as regulation in order to ensure potential strategies are flexible, competitive and responsive.

Want to work with us?

Contact Us

We are currently unavailable. Please send us an email and we'll get back to you promptly.