Tools

A Guide for Your Long-Term Care Insurance Policy

Things to Know and Steps to Take When you are Ready to Submit a Claim

¿Tienes dudas o preguntas de como realizar tu aportación en línea a través de Universal? Accede este tutorial y recuerda que estamos para asistirte. #IRAS2023

Longevity Is the Biggest Threat to Successful Retirement | Wealthier people are most likely to outlive mortality averages; advisors have a special obligation to focus on longevity risk with their clients.

Contribuciones Federales Sobre Herencia

Ante el Nuevo Código Civil: Testamentos y Capitulaciones

A 100 días de El Nuevo Código Civil: Cambios en los planes de sucesión y el impacto en tu planificación financiera

Medidas de Universal Insurance ante el COVID-19

Budget Worksheet

Plan your budget and analyze different operational situations using our Budget Planning Worksheet (MS Excel format)

Retirement Calculator

Do you want to know if you are saving enough for your retirement? With this short quizz you can find out.

Universal Insurance

Long-Term Care Insurers Paid A Record $10.3 Billion In 2018 Claims

Glosario términos de Seguros

Woman & Retirement

Female pre-retirees are more worried about the financial risk they may face in retirement than men.

Antes del Huracán

Proteja su casa o propiedad ante la eventualidad de un Huracán  utilizando esta guía

Después del Huracán

Luego de la tormenta, siga estos pasos para asegurarse que su casa y propiedad estén seguros.

Holiday Spending

3 ways to assist clients with yearly responsible holiday spending

Life, Disability Insurance and Human Life Value

Explore your coverage options and plan for the future.