Rewards/Benefits

Each Limited Partner shares in the profits of United Planners'. The firm has produced profits consistently since 1996. A "Preferred Return on Capital" at the Partnership's declared rate, will be paid to the General Partner and to all Limited Partners with established equity (Capital) accounts.

Any profits remaining will be deemed "Allocable Profits." 100% will be allocated as follows:

• 55% to the Limited Partners
• 45% to the General Partner

The General Partner currently pays half of the "Allocable Profit" to Limited Partners in cash. The remaining half will be added to each of the Limited Partners' individual capital accounts and is then credited with a "Preferred Return on Capital" in subsequent years.

Our Partners also enjoy having access to Senior Management and the Partners Advisory Team (P.A.T.). Our P.A.T. is made up of six rotating Partners who provide input to management on issues important to our industry. They also serve as a sounding board for new policies and procedures; making United Planners a very representative friendly firm.

 

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