UBA History

Our History of Providing World-Class Health and Wealth Benefits to Employers has Resulted in Record Growth, Placing UBA in the Top 10 in Global Benefits Revenue

UBA History

UBA Partner Firms have been at the center of several identifiable mega-trends that have shaped the financial services and employee benefits industry. In 2002, a handful of UBA Partner Firms recognized the similarities between the financial planning and employee benefits industries and that a merger between both was inevitable, especially with the advent of the web becoming the primary exchange resource for massive amounts of information. This created an opportunity for knowledgeable advisors to provide neutral, trusted advice to serve the best interests of employers and employees that were going to need help navigating through the rapidly changing benefits environment.

UBA Partners must meet stringent quality, financial and experience requirements in order to qualify and join UBA. Partnership is granted by invitation only, and firms are carefully selected based on their professionalism and success. And, because of their dedication to high ethical standards and collective sharing of ideas and expertise, UBA Partners are respected and trusted by more than 36,000 employers and have helped to educate nearly 5 million employees and their families to become better health care consumers and lead healthier lives, easing the strain on health care claims and costs.

By providing creative strategies and supportive technologies, UBA Partners positioned the organization to become one of the major channels in the trillion dollar employee benefits and financial planning industries. Today, UBA is the nation’s leading independent employee benefits organization with more than 200 offices in more than 46 states. While they remain independent, UBA Partners join together in a network of information-sharing, allowing them to tap into the experiences of more than 2,000 benefit professionals. By gaining knowledge and resources from their colleagues across the country, UBA Partners can find sophisticated, cost-effective solutions that are equal or better than those from large brokerage firms while continuing to offer the personal service that only an independent advisor can deliver.