United Benefit Advisors (UBA) is a unique organization of nearly 140 of the most successful and most trusted independent employee benefits advisory firms in North America and Europe. With members in more than 40 states, one in Canada and one in the United Kingdom, UBA is among the nation’s largest employee benefits advisory organizations.

UBA Members are independently owned advisory firms. That means they understand the specific needs of your business in regards to employee benefits packages and can tailor products and services that work for your business. While remaining independent, Member Firms can draw from the talents, knowledge, tools and expertise of nearly 1,900 benefits professionals through the UBA network.
UBA’s tools and strategic partnerships help UBA Members provide their clients with products and tools that match those offered by some of the largest corporations while preserving the customized services and personal attention found only with independent advisory firms. With the combined experience of helping more than 35,000 employers manage their benefit plans, UBA Members can meet the benefits needs of any business regardless of size, industry, or geographical dispersion.


Globex International Group is an international risk management, insurance and employee benefits consultancy organization with more than 280 partner firms across 130 countries. Globex International partner firms are uniquely positioned to assist employers with their risk management and employee benefit needs in almost any country in the world.


The National Association of Health Underwriters (NAHU) represents more than 20,000 licensed health insurance agents, brokers, consultants and benefit professionals through more than 200 chapters across America. NAHU members service the health insurance needs of large and small employers as well as people seeking individual health insurance coverage. Every day, NAHU members work to obtain insurance for clients who are struggling to balance their desire to purchase high-quality and comprehensive health coverage with the reality of rapidly escalating medical care costs. As such, one of NAHU's primary goals is to do everything we can to promote access to affordable health insurance coverage.

NAHU members help millions of consumers by guiding them through the complexities of health insurance purchasing and enrollment, while ensuring they get the best policy at the most affordable price. They seek to understand each personal situation to create recommendations that complement a client's financial and medical security needs. Licensed producers help their clients with claims issues, service questions and compliance matters throughout the life of each policy they sell.

NAHU's Mission Statement - NAHU will improve its members' ability to meet the health, financial and retirement security needs of all Americans through education, advocacy and professional development.


The Society of Human Resource Management (SHRM) The Society for Human Resource Management (SHRM) is the world’s largest association devoted to human resource management. Representing more than 250,000 members in over 140 countries, the Society serves the needs of HR professionals and advances the interests of the HR profession. Founded in 1948, SHRM has more than 575 affiliated chapters within the United States and subsidiary offices in China and India.


Society of Financial Service Professionals  (FSP) The Society of Financial Service Professionals is over 80 years old with almost 18,000 members in nearly 180 Chapters in all 50 states, Puerto Rico, Canada and Singapore. Founded in 1928 by the first graduates of The American College, its mission is to promote professionalism among its members through the highest quality continuing education and the maintenance of high ethical standards and conduct. While many of its members have earned a designation or degree from The American College, the Society is a separate and independent organization.

Society members are credentialed financial service professionals who provide financial planning, estate planning, retirement counseling, asset management and other services and products to their clients. Members reflect a great diversity of financial practitioners from fee-only financial planners, estate planning attorneys and accountants, to asset managers, employee benefits specialists and life insurance agents.

The Society is the only professional organization in the industry that requires its members to be credentialed or actively pursuing one of these widely-recognized financial service designations or degrees: CASL®,CEBS®, CFA®, CFP®, ChFC®, CLF®, CLU®, CPA, CPC, CTFA, Enrolled Actuary, JD (licensed), Graduate Degree in Financial Services (MBA,MS,MSFS,MSM,PhD), REBC® & RHU®.

Over the years the Society has developed an enviable niche in the financial services industry as the premier provider of quality education to both its members and client companies. Continuing education services offer credit for financial planners, attorneys, accountants and insurance agents. The Society is an approved provider of continuing education in all states for CFPs® and by the American Bar Association and the state accountancy boards.


The National Association of Insurance and Financial Advisors (NAIFA) Founded in 1890 as the National Association of Life Underwriters, the National Association of Insurance and Financial Advisors comprises nearly 800 state and local associations representing the business interests of 60,000 members nationwide. Members focus their practices on one or more of the following: life insurance and annuities, health insurance and employee benefits, multiline, and financial advising and investments. NAIFA's mission is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of its members.

Vision Statement: The National Association of Insurance and Financial Advisors protects and promotes the critical role of insurance in a sound financial plan and the essential role provided by our professional agents and advisors.
Mission Statement: The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.


The Million Dollar Round Table (MDRT) The Million Dollar Round Table (MDRT), The Premier Association of Financial Professionals, is an international, independent association of more than 35,000 members, or less than 1 percent, of the world's most successful life insurance and financial services professionals from 476 companies in 76 nations and territories. MDRT members demonstrate exceptional professional knowledge, strict ethical conduct and outstanding client service. MDRT membership is recognized internationally as the standard of sales excellence in the life insurance and financial services business.

Mission: To be a valued, member-driven international network of leading insurance and investment financial services professionals/advisors who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity

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