Third-Party Payments and Revenue-Sharing Arrangements


United Planners has Strategic Partnerships with various Service Providers who are core to the products & services that our Financial Professionals (Brokers & Advisors) use to service their clients. Service Providers include but are not limited to mutual fund companies, insurance companies, direct participation companies (real estate investment trusts, oil & gas programs, business development companies, etc.), money managers, custodians and financial technology companies. Strategic Partners are Service Providers that pay compensation to United Planners through Third-Party Payments and Revenue-Sharing Arrangements. This compensation is used to support United Planners’ corporate events for marketing, business development and training & education. This type of marketing, business development, training & education is designed to keep our Financial Professionals well-informed in order to provide quality service to their clients.