Estate Planning Focus Opportunity to partner with a leading independent wholesale broker specializing in Life Insurance, Long Term Care, and Annuities to expand distribution channels through financial advisors and advisory firms seeking estate planning expertise.

Advisor Relationships Leverage UBS’s emphasis on strengthening advisor–client relationships and their consultative approach to position value propositions to brokers seeking enhanced client outcomes and strategic collaborations.

New Hire Advantage Capitalize on the recent addition of an Estate Planning Specialist to accelerate cross-sell opportunities, expand service offerings, and deepen coverage with advisors needing comprehensive estate and insurance planning.

Strong Revenue Band Target mid to large advisory practices and independent brokers given UBS’s substantial revenue footprint, indicating scale potential for premium insurance, annuity, and long-term care solutions within partner networks.

Tech & Reach Utilize UBS’s tech stack and digital distribution capabilities (website, JSON-LD, tag managers) to digitally enable outreach, partner onboarding, and streamlined advisor collaboration for scalable growth.