Ready to compete at a higher level?

UBA is a privilege reserved for top independent employee benefits firms
who ​want to better position themselves to thrive in a changing employee benefits marketplace.

130+ Partner Firms​
believe they are better working together
with like-minded professionals than going it alone. 

#BetterTogether

UBA empowers independent benefit advisors to lead today's employee benefit market. 
​

67%

​UBA Partner Firms' median year-over-year organic growth is 67% higher
​than comparable employee benefit firms' growth.

 

"For almost 40 years, I continually learn every day. Our UBA Partner Firms are always collaborating to make each of us better. And guess what — we are sharing to become better for us and for our client partners each and every day. Join us in growing, teaching, and implementing what we learn to make each of our clients better and more prosperous. That’s our mission!"

— Stacy L. Kahan,  Founder, 1706 Advisors

UBA Partner Firms believe in shared wisdom and powerful results.
They collaborate with their peers year-round via private online communities, topic-centric discussion groups, and three annual conferences.

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 UBA Partner Firms

Help their clients stay one step ahead with ongoing expert compliance resources.

Provide their clients accurate, granular benchmarking data to help them make strategic employee benefit plan decisions.

Offer their clients best-in-class employee benefit services and products, including exclusive UBA white-labeled programs.

UBA Partner Firms
equip staff with ongoing industry education through exclusive academies and webinars for account managers and producers.

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