Welcome to a new era of
advisory services.





In 1988 the Universe was created…

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And it has expanded and offers more…

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More to see and more to come..

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Our dedication to service is what defines us.




Advisor to the advisor

intellectual capital

What they are saying.

  • "Universal is more than just a “broker”, they help our team with case consultation and plan design strategy. I personally enjoy bouncing ideas off them prior to client calls/meetings. UIS has also helped us gain access to different products that are not normally offered to your more traditional markets."

    JM & NSOne of the Largest Executive Benefits & P&C Firms in the World
  • "Since our client base is predominantly private equity and investment firms, we were very "choosy" as to who we would partner with to handle our business. Some of the clients he has worked with us on include CVC Capital Partners, A&M Capital Partners, Stone Point Capital, Wellspring Capital Partners and many others."

    PVMManaging Principal & CEO
  • "A detailed, creative thinker who focuses exclusively on the benefit of their clients or those for who they partner with. They have been a real asset to our business and continues to bring creative ideas and help our business to continually grow. A real asset to any business."

    MLV.P at Internationally Renowned Executive Benefit and Insurance Firm
  • "I have used many Brokerage General Agents in my 20+ years in the insurance business. Their team has great relationships at the carrier level and can get the job done when no one else cannot. In addition, they are a incredibly creative and dynamic advanced underwriter - UIS is the only team we use."

    JMExecutive Vice President - Estate Planning and Executive Benefits National Firm
  • "I have worked with UIS on numerous occasions and to simply recommend them would be a substantial understatement. I have never had the opportunity or pleasure to work with someone so professional, so forward thinking, so creative and so knowledgeable their principals. They have a passion for their business not seen in our industry and that passion makes them an A player and business partner!"

    FATop Advisor – Financial Planning and Executive Benefits
  • "Professional, Objective and Intellectually the best we have come across. We continue to see Universal as a major insurance specialist for our organization and our clientele."

    MTPartner, Top 10 Worldwide CPA Firm
  • "UIS is more than just a “broker”, they helps our team with case consultation and plan design strategy. I personally enjoy bouncing ideas off the principals prior to client calls/meetings. they have also helped us gain access to different products that are not normally offered to your more traditional markets."

  • "Having both worked with and competed against UIS  for years, I can say they are truly one of the most knowledgeable and well versed insurance professionals in our industry. Their knowledge rivals the collective experience of most carriers’ entire advanced marketing departments. There principals have the ability to communicate technical and legal concepts to Attorneys, CPAs and corporate Board of Directors. They can also communicate the reason to take action to the layman and client.  Their wealth of knowledge covers every conceivable insurance strategy from trust and estate planning."

    BPManaging Director at a National BGA
  • "We have been in the insurance business for 20+ years and have worked with many folks from many companies. Sometimes the results are good sometimes not so much. With Universal we have always had great results. Their attention to detail, professionalism, knowledge and business acumen are second to none. It is always cost effective, very well organized and best of all, easy to work with. I couldn't recommend someone more."

    JRCEO of a major national health benefits firm
  • "We have worked with numerous national firms and until Universal it was a consistent sampling of mediocrity. Focused and professional, they have solved for several areas of concern for our firm and always solve efficiently. One of the most creative and unique firms we have ever done business with."

    MDPManaging Director, Private Equity

We look forward to the opportunity to be of service to you.

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