for those interested in a career at United Planning Group
United Planning Group is an Estate Planning Assistance provider. What that means is that we
help people by facilitating the overall process of estate planning. Learn More
As a UPG representative, your first objective is to educate your prospect on the general aspects and
benefits of estate planning. This is done through a one-on-one in-home sales presentation. Learn More
Aside from your actual sales activities, you’ll be expected to run between 10 and 12 appointments per week.
This activity is derived from a constant source of qualified direct-mail response leads. Learn More
As a representative of UPG, you will be an independent contractor, which means that you‘ll be receiving
1099 compensation. Being a 1099 contractor has both advantages and disadvantages. Learn More
From monthly bonuses to paid Ritz Carlton vacations, there are many incentives when it comes to working
for United Planning Group. Check out some of our incentives here. Learn More
You'll receive in-field training and support with a non-insurance senior market product. We offer career advancement opportunities and FREE "New" direct mail leads. Learn More
Statistically speaking, about 60% of all Americans have no estate plan whatsoever. And with an ever-increasing population of “boomers” headed toward retirement, the need for this type of service is growing dramatically.
United Planning Group is an Estate Planning Assistance provider. What that means is that we help people by facilitating the overall process of estate planning.
If you're interested in learning more about United Planning Group and how you can become an estate planning assistance representative, please...