United Advisory Partners: President’s Page

About Joe Roosevans

Joe Roosevans is the founder and owner of United Advisory Group, one of a group of companies, that has been in business since 1987. His company is ranked among the top 5 percent of all financial planning agencies in the world.

Since first getting into business, Joe focused on senior/retiree financial planning and has done everything possible to become a leading expert in that field. In addition to spending over 23 years solely focused on this market, he has been awarded a number of professional designations including:

-Chartered Life Underwriter

-Certified Financial Planner (CFP)

-Chartered Financial Consultant

-Certified Wealth Preservation Planner

-Certified Asset Protection Planner

-Chartered Advisor for Senior Living

In addition, his agency is the recipient of Gama’s prestigious Master Agency Award, and he has personally qualified numerous times for the elite Million Dollar Round Table, Top of the Table award, ranking him in the top 1% in the industry.

Joe has committed his entire career to helping seniors and retirees create and protect their wealth. And in the process he developed some of the most effective client marketing systems in use in the industry today. As is obvious from the above, these systems work well for Joe, but their real proof is in how well they work for other agents.

Well, here’s the proof. When other agents use these client marketing systems, they win, and win big. In 2009 alone, every one of Joe’s agents produced annuity and life insurance premium exceeding $2,000,000. The AVERAGE premium produced by his agents was $3.9 million. In addition, every one of his agents qualified for the Million dollar Round Table, and half of them qualified for the Court of the Table. Twenty percent of his agents qualified for Top of the Table.

Joe RoosEvans and United Advisory Group have industry recognized and industry leading expertise in the specific issues facing retirees, and has helped literally thousands of retirees to better position themselves financially, to provide for a better retirement, and to effectively manage wealth distribution to their heirs. And Joe has clearly developed some of the most effective methods of client marketing available in the industry today. When you work with a leader, you become a leader. And that’s what we’re all about – leading.
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