Discover the power of UBA collaboration.

UBA IS MORE THAN JUST SMART PEOPLE AND GREAT IDEAS — 
it's about collaborating with employee benefits experts to compete with the largest brokerages.

UBA EQUIPS 130+ INDEPENDENT EMPLOYEE BENEFITS FIRMS TO NAVIGATE GROWTH WITH AGILITY & PRECISION

READY TO UNLOCK  THE POTENTIAL OF YOUR FIRM?

Discover the benefits of being better together with other UBA Partner Firms

• Empower your clients with strategic guidance through best-in-class benchmarking reports.
• Support your clients with expert compliance resources.
• Streamline your operations with solutions vetted by trusted peers.
• Maximize your ROI with preferred pricing and bonus structures.
• Boost your pipeline with robust lead-generation resources.
• Offer your team upskilling and ongoing industry training.
• Secure your Firm's future with access to perpetuation resources.
• Attract and retain top talent with support for elite producers and account managers.

All other inquiries, use the main contact form.

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 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

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

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

  ​UBA PARTNER FIRMS' INDEPENDENCE & GROWTH
ARE THE FIRST PRIORITY OF UBA