The UFG Story
Simply stated, the people are the difference. At UFG, some of the most innovative minds in the benefits industry work hand-in-hand with a support team that is unsurpassed in technical expertise. The team is diligent in assuring strict compliance of all programs with current and ongoing regulatory requirements. This is a major point of pride for UFG and a mark of distinction in the industry.

The United Financial Group, Ltd. (UFG) was established in 1990 to serve the life insurance and employee benefits markets. UFG's unique combination of planning techniques enables business clients to segregate employees into distinct groups and to establish individually designed, tax-favored employee benefit, retirement, disability, health and welfare plans for each group.

UFG integrates qualified retirement plans, disability and life insurance programs, executive compensation strategies, ESOPs, business succession plans and other tested planning strategies in a unique fashion, in order to maximize corporate and personal benefits while minimizing tax and legal risk. UFG has always operated conservatively, with legal and tax-compliant practices. As part of their continuing efforts, UFG retains four prominent tax, labor and benefits law firms, as well as their own internal compliance staff.

If you would like to learn more about UFG and our unique approach to tax and benefits planning, please contact us by
clicking here.

 
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