Safeguarding Legacies
Unger Associates is a specialist insurance resource built around one principle: the insurance solution should fit the planning objective, not the other way around.
We combine deep product, industry, underwriting, and policy expertise with a consultative approach designed to support individuals, families, financial advisors, attorneys, and fiduciaries.
From sophisticated planning and implementation to independent policy review, ongoing oversight, and professional collaboration, we help clients and their advisors make better-informed decisions with insurance strategies designed to remain aligned with their broader financial, estate, business, and legacy objectives.
Services
Policy Review Consultation
Insurance needs, policy performance, and planning objectives can all change over time. We review existing coverage to help clients and advisors understand how a policy is performing, whether it remains aligned with current goals, and what alternatives may be worth considering.
Insurance Planning Coordination
Life changes can create gaps between how a policy was originally structured and how it should be maintained today. We help review and update important policy details such as beneficiaries, ownership, trustee information, contact information, billing arrangements, and other administrative items to accurately reflect a client’s current needs.
Inforce Policy Servicing
Insurance is often one component of a much broader estate plan. We work alongside attorneys, financial advisors, and other professionals to help coordinate policy ownership, funding, liquidity, and implementation so the insurance strategy supports the overall planning objective.
Cultivating Confidence
Since our inception in 2013, we have pursued one objective: to secure futures with artful precision and quiet excellence.
Every policy, consultation, and resource is meticulously curated—reflecting a commitment to craftsmanship rather than volume. Learn More
Private Consultations
Schedule a confidential conversation to discuss your insurance, estate planning, retirement, business, or legacy objectives.