Ulin & Co. is a comprehensive and independent financial services branch that can provide you an objective approach to your insurance quotes and needs.
As an independent firm, we can provide you insurance quotes from over 20 well-known insurance carriers and help you to decide which product will best meet your needs from a cost and coverage perspective for life insurance, disability insurance and long term care. Click to get started today!
•Term Life Quotes
•Variable Life Quotes
•Universal Life Quotes
•Second To Die Quotes
- Traditional long term care
- Hybrid life or fixed annuity long term care
•Individual or group quotes
•Business Financial Planning
•Business Succession Planning
•Business Continuity Planning
•Key Person Protection Life Insurance
•Business Overhead Insurance & Key Person Disability
•IRA & 401K based Retirement Plan Consulting
Ulin & Co. Wealth Management can provide you a risk management and asset protection analysis that can clearly illustrate how to protect your assets, household and loved ones from unforeseen risks. These risks can be divided into liability, property, death, disability, health and long term care.
Some of these risks may be self-insurable, while most will require the purchase of an insurance contract. Determining how much insurance to get (at the most cost effective terms) requires knowledge of the market for personal insurance.
Business owners, doctors, certain professionals, athletes and entertainers require specialized insurance professionals to adequately protect themselves. Since insurance also provides some tax benefits, utilizing insurance investment products may be a critical piece of the overall investment planning.
As we are an independent office, you can be confident that we are providing you an objective and unbiased approach for your insurance needs. We will also help you start the paperwork and underwriting process at our office.
If you are in retirement (or near retirement) and have existing life insurance policies that have not been reviewed in some time, we can help you to review what you currently have – and provide options and recommendations for those contracts. In many instances we find that clients are paying for life insurance coverage that has build up significant cash value, but do not understand what their options are once they retire.
Contact us today for your insurance quotes or call (561) 210-7887 for a no-obligation complementary consultation to learn more about our firm capabilities, LPL Financial and how we can help you.
Don’t Be Just a Number!
The most significant issue clients have today about their relationship with their Financial Advisor is that they feel like a number. Experience the difference of working with an accredited advisor and experienced team that truly cares about what matter most to you and your family.
Is your money working hard for you? It’s never too late to take the first step or to get a second opinion. Contact Us today for a complementary investment check-up and we will be in touch shortly.
Ulin & Co: Modern Investing, Traditional Approach
Established in 2002, Ulin & Co Wealth Management is a boutique, independent SEC-Registered Investment Advisor (RIA) and branch office of LPL Financial. We have no divided loyalties and are entirely vested in our clients’ long-term financial success.
Being fiercely independent, unrestricted, and not conflicted by business interests, sales quotas or stockholder profits – is the only way to provide truly objective and trusted advice while working to uphold the fiduciary standard.
-National Independent Broker-Dealer Access? YES! √
-SEC Registered Investment Advisor Firm? YES! √
-Fee-Based Portfolio Management? YES! √
-Recognized CFP® professional? YES! √
-Retirement Income Planning? YES! √
-Diligent Research? YES! √
-Concierge Service? YES! √
-Fiduciary Focus? YES! √
-Clear Reporting? YES! √
-Genuine Approach? Absolutely!!