10/25/2021 What is a MEWA and how can it help your business? https://www.ubt.com/learning-center/blogs/what-mewa-and-how-can-it-help-your-business Owners of smaller businesses may want to consider entering a MEWA to help reduce risk while offering group health or other insurance to employees. Read More BusinessRunning a Business
10/26/2021 Rod Al-Rashid https://www.ubt.com/about/directory/rod-al-rashid Wealth ManagementInvesting
10/26/2021 Estate planning for the young and affluent can be tricky https://www.ubt.com/learning-center/blogs/estate-planning-young-and-affluent-can-be-tricky Estate planning for young people can be difficult as it's impossible to predict what the estate tax laws will look like decades from now. Here's some tips. Read More PersonalEstate PlanningTrusts
10/27/2021 Brent Frahm https://www.ubt.com/about/directory/brent-frahm PersonalConstruction Loan OfficerConstruction Loans
10/12/2022 Your online home loan application questions answered https://www.ubt.com/learning-center/blogs/your-online-home-loan-application-questions-answered We walk through the most commonly asked questions about online applications, then help you gather what you’ll need to get started. Read More PersonalOwning a HomeMortgages
10/14/2022 2022 Smarter in September: Our Zoom series recap https://www.ubt.com/learning-center/blogs/2022-smarter-september-our-zoom-series-recap In September, UBT’s Journey team hosted the third run of our popular Smarter in September series. Read More PersonalJourney
10/17/2022 Cooper & Co Giveaway Rules https://www.ubt.com/cooper-co-giveaway-rules Official rules for the Cooper & Co giveaway Read More Personal
10/27/2022 Journey explores Medicare open enrollment readiness https://www.ubt.com/learning-center/blogs/journey-explores-medicare-open-enrollment-readiness Recap of our recent webinar exploring Medicare readiness for open enrollment. Read More PersonalJourney