About Us
Unger Associates is a specialist insurance resource serving individuals, families, financial advisors, attorneys, trustees, and other professional fiduciaries. We help clients navigate complex insurance decisions with a planning-first approach grounded in product knowledge, underwriting expertise, policy analysis, and long-term service.
Our philosophy is simple: the insurance solution should fit the planning objective, not the other way around. Rather than beginning with a product, we begin by understanding the broader financial, estate, business, or legacy goal and then evaluate the strategies and structures that may best support it.
Our work extends well beyond the initial placement of coverage. We assist with policy reviews, in-force management, ownership and beneficiary updates, underwriting strategy, estate planning coordination, fiduciary oversight, and independent analysis of existing insurance arrangements. We also provide technical review and litigation support when questions arise regarding prior planning, policy design, or the appropriateness of coverage.
At every stage, our goal is to bring greater clarity to a part of financial planning that can often feel unnecessarily complex. By combining technical expertise with a collaborative, consultative approach, we help clients and their advisors make better-informed decisions and build insurance strategies intended to remain aligned with their goals over time.
Brandon Unger
President
Brandon Unger began his career in 2009 as a Financial Advisor for Prudential where he was trained how to sell insurance and investment products.
Brandon failed miserably at sales but excelled at assisting more senior advisors with their case preparations and designs. Through this work, he learned a great deal about the process and products being sold. While sales may not have been his calling, one of his mentors during this period advised him that he could have the biggest impact by becoming a student of insurance.
Since then, Brandon has been on an endless journey of learning, educating, and promoting best practices. These pursuits have culminated in being a Past President of the Society of Financial Services Professionals, the youngest member of the esteemed Yale Club Insurance Study Group, and a board member of several insurance related organizations.
Brandon lives in Goshen, NY with his wife, their son, and their dog. He has an eclectic range of interests and is always excited to discuss any topic. Just beware of longer conversations (and some strong opinions) if any of the following are broached:
Reading and collecting books, listening to music, building and playing guitars, snowboarding, watches and watch-making, single malt scotches, engineering, sciences, math, the Yankees, and the Giants.
