What is our Business Planning Approach?
While you are focused on your clients, we are focused on you and your bottom line. We work with business owners to help them find the right combination of solutions to increase the value of their business and retain employees. This often complex and daunting task is made simple by our experienced financial advisors. We will help you take the guesswork out of providing employee and/or executive benefits including:

What are Executive Benefits?
- Key Person Planning
- Qualified Retirement Plans
- Deferred Compensation Planning
Exit Planning
- Buy-Sell and Succession Planning
Employee Benefits
- Major Medical
- Dental
- Group Life
- Group Short Term & Long Term Disability
- Voluntary Benefits
- Pension Design & Administration
What Are Your Business Continuity Needs?
You know your business better than anyone. You have short-term and long-term goals to make and keep it successful within the community. It takes hard work and partnering with business planning professionals who are committed to your vision. Let UCEF Insurance Agency help you realize that vision. Complete our Business Continuity Information Form and a UCEF team member will reach out promptly.
