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Testimonial

“While each of BUI’s evaluation processes has a different focus, they each follow the same basic structure. BUI provides me with a one page reference document and an Information Gathering Kit. All I have to do is explain to my client the value of the process and then complete the Information Gathering Kit. At that point, BUI takes the ball and runs with it. It couldn’t be any easier!”

Fee Based,Comprehensive Financial Planner
San Diego, CA

Testimonial

“I’ve spent years working diligently to grow my clients’ assets. Many of my clients have experienced great investment growth in combination with very successful careers. For many, wealth transfer has become an even greater concern than retirement distribution. BUI’s partnership helps to ensure my clients’ concerns are addressed and that I am able to stay very involved in the process, without having to be the expert. ”

Investment Manager, Ranked Top Tier in Assets Under Management by a National Broker/Dealer
Chesterfield, MO

Testimonial

“I’ve had half a dozen of my high net worth clients participate in the Estate Evaluation process. There has never been a single part of my business that has done more to elevate my relationship with my clients than this one. By sitting on the same side of the table as my clients, I have entered into a whole new relationship dynamic. Everything from the output to the presentation is top-shelf.”

Fee Only Planner
Overland Park, KS

Testimonial

“My client had been paying her life insurance premium diligently for over twenty years. I suggested to her that we conduct a Performance Evaluation to make sure the policy is stable. BUI’s process made it very easy for me to leverage time and expertise, and it allowed my client to cease premium payments, add a lifetime guarantee and maintain a similar death benefit.”

Private Banker
Scottsdale, AZ

Testimonial

“I invited five of my business owner clients to participate in this “Business Succession Evaluation” process. I was shocked to learn that four of them had not even started creating a plan, and the one who did have a buy/sell agreement in place, did not have it funded. This process is absolutely critical for a business owner.”

Property & Casualty/Group Benefits Producer
Columbus, OH

Testimonial

“I encourage all of my clients over age 50 to participate in BUI’s LTC Evaluation. This process allows me to provide my clients with longevity planning options that are tailored to their individual concerns and provides documentation for my compliance files that the need was addressed.”

Financial Advisor
Fort Worth, TX

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