Discount Programs
Financial Planning Magazine
Discount: Free Newsletters
National Publisher's Service
Discount: Savings up to 60% off the newsstand rates.
National Underwriter Tax Facts 1 and 2:
Discount: 20%
Liberty Publishing
Discount: 20%
Money Tree Financial Planning Software:
Discount: 25%
Thomson/Wiesenberger:
Discount: 30%
Special Offers
Business Reply Postal Permit:
United Planners postal permit number is available for use by registered representatives
doing direct mail marketing.
FedEx Corporate Discount:
UPFSA is pleased to announce the agreement to provide discounted carrier service from FedEx.
With FedEx as a preferred carrier for express and ground shipments for United Planners, you can
ship anywhere in the world. No matter what size your office is, you can take advantage of competitive
rates, pick up and drop off services, and special service options tailored to fit your shipping needs.
Disability Income Plan For United Planners Representatives:
United Planners has facilitated the option of obtaining discounted Disability Income Coverage for
our individual representatives.
FP Transitions:
We are pleased to announce that we have entered into an agreement with FP Transitions, the leader
in transition planning and succession planning, to assist those of you who wish to buy or sell your
financial planning practices. Through the corporate program, United Planners' now has access to
exclusive benefits for your use:
- Free membership to FP Transitions
- Access to seller's listings and confidential communication system
- Instant e-mail notifications of new practices in your area
- The ability to communicate directly with the sellers
- Discounted closing commissions
- Discounts on consulting services
P.M.P. Researchs' BenefitsResearch employment opportunities
- Get paid to answer questions about your practice
The ability to enroll in P.M.P. Benefits suite
- Group Health Plan
- Group Dental Plan
- Group Vision Plan
- Practice Made Perfect Consulting Services
Industry research:
- Product Trends
- Client Service Issues
- Marketing Methods
- Business Owner Issues
- Staff Issues
- Compliance & Industry Issues
About P.M.P. Research...P.M.P. Research is a national research firm specializing in the collection of data from active financial service professionals working in the financial services industry. Their process is disciplined to provide consistent value. Their data is compiled and used to provide practical research to financial service consultants and financial services broker dealers. As the financial services industry matures, P.M.P. is positioned to be the premier source to provide data and information
