Performance Evaluation Material
Critical for Your Clients...
Essential For Your Business

Utilizing leading carriers and a cadre of in-house specialists, BUI enables financial service professionals to employ life insurance, long term care insurance and annuity products to address their clients' wealth transfer and wealth protection concerns.

From the simplest income replacement transaction to complicated business and estate planning issues, the professionals at BUI make it easy for financial service professionals to reduce overhead, earn more compensation and make objective, professional presentations to their clients.

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New Opportunities For Tax-Free Funding of Long Term Care Premiums (2.22.10)

2010 BUI Tax Guide (02.09.10)

BUI Bulletin_2001.1 Estate Tax Planning During "Repeal" (01.06.10)

Regulation: House kills plan to let FINRA oversee some RIAs (01.05.10)

Tax Digest for 2010 - Download and save for future reference! (12/31/09) 

Useful Financial Calculators Now Available On BUI Web Site (12.23.09)

BUI Brokerage Briefs for December 2009

Visit New Content on BUI Website with Helpful Documents on Business Continuation Planning (12.08.09) 

Brian Seigel, BUI's Advanced Planning Attorney has been honored (11.26.09)

BUI Leaders Club 2010 - Dates & Destination Announced (10.26.09)

BUI Brokerage Briefs - Special Issue on Performance Evaluation

Anti-Money Laundering Requirements 

New Financial Needs Analysis Tool