Approved Product List

Building Your Insurance Practice—United Planners has established several strategic relationships to
help build and support your insurance business. In addition to the resources we have directly with insurance carriers, we also have the following resources available:

• BISYS Insurance Services — is one of the leading insurance brokerage organizations in the industry. BISYS offers access and support to most all types of fixed life and annuity products. They provide
  access to over 200 different insurance carriers and have specialized support teams for the different
  product lines. They also provide an industry leading website for obtaining quotes, forms and many other support resources.
  
  
• C.O.R.E. Group — is an independent marketing organization, offering proprietary marketing programs.
  The CORE Group business model provides a support structure that includes regional Relationship
  Managers and a case design team to help you work with high net worth business and professional
  clients. Planning solutions may include fixed life and annuity products.
  
  
• InterstateID — is a national marketing organization that specializes in providing sales and back office support for Indexed Annuity products. InterstateID provides case evaluation and design, PowerPoint presentations and a website that includes a complete product matrix.
  
  
• DI Broker — is a national marketing organization that specializes in providing sales and back office
  support for Disability Income insurance business. DI Broker has service centers on the east and west
  coast. They provide case evaluation and design with access to 10 different carriers.

By establishing multiple strategic relationships we believe you now have expanded choices and more
specialized support when you have a need for fixed products.