Loyalty Over Profit


Advisor Alan Stephenson has been with United Planners over two decades. His answer to why: “Family.” When diagnosed with an aggressive form of cancer he underwent treatment while still trying to run his business. He says additional support from colleagues and United Planners set his mind at ease and helped keep his business up and running. Now, eight years later, Alan extends his loyalty back to his “family” and says he’s not going anywhere else.