UBA Partner Firms' independence and growth are UBA's first priority.

Ready to unlock the potential of your Firm?

Discover the power of UBA collaboration.

UBA equips 130+ independent employee benefits firms
to navigate growth with agility and precision.

Join the ranks of those who've experienced significant growth
through the ingenuity of UBA.

2,000+

Employee benefits advisors

26,000+

Employers served

$480+ Million

Employee benefits revenue

Begin Your UBA Journey

It's more than just smart people and great ideas — it's about collaborating with employee benefits experts to provide cost-effective solutions that compete with the largest brokerages in the industry.

Ready to dive deeper into the world of UBA to discover the benefits?

Offer your clients strategic guidance with exclusive employee benefits benchmarking reports.
Help your clients stay one step ahead with expert compliance resources.

Save time with solutions vetted by trusted peers.
Enjoy preferred pricing and bonus structures.
Benefit from lead gen resources.
Offer upskilling and ongoing training for your teams.
Gain access to perpetuation resources.
Attract and retain top producers and account managers.

Discover how you can unlock the potential of your Firm.

UBA Partner Firms' independence and growth are UBA's first priority.

What do you love about UBA?

"We are so excited that this year we had such tremendous growth that we wanted to spend a minute on why UBA has been fueling this growth for us. And it starts with really smart people and fabulous ideas. And at the end of the day, it comes down to collaborating with UBA Partner Firms that just show us the way."

— Stacy L. Kahan, Founder, 1706 Advisors

Embrace the power of collective intelligence.
UBA Partner Firms thrive on shared wisdom, continuously collaborating through exclusive conferences, private online communities, and focused discussion groups.

What is your favorite thing about UBA Conferences?

"We got a lot out of our first UBA Conference. We absolutely see the value in UBA. Honestly, one small group of 30 that you land using something you learned at UBA is all it takes. It was fun to be in a meeting where I was introduced to ideas I had never heard before."

— Matthew Roy, Blue Ocean Benefits & Consulting