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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...

There are a lot of marketing organizations out there trying to get your business. Every day you are being bombarded by emails, telemarketers, faxes and advertisements promising to make you “rich” if you’ll only run your business through them. Promising leads and appointments for “free”. Promising the highest compensation, or the best products or the best seminar system. We know that. And we know that unless we can prove to you that we are different, that we are real, we won’t get your business – and frankly we wouldn’t deserve to.

But we ARE different. You see, rather than focus on OUR bottom line, we focus on YOURS. We know that our role isn’t merely to move your existing business from your present FMO to ours. Our real job is to make YOU more money. To help you grow YOUR business. To help make YOUR business more efficient. To increase YOUR average compensation per sale. You see, we really do “get it”. We understand that the whole key to this partnership is making YOU successful and, if we do, we’ll be successful too.

So what can we offer you that you won’t find elsewhere?

We have been solely focused on the retiree market for over 24 years. We know this market as well, or better, than any organization in the industry.
Because of that, we’ve developed a level of experience, expertise and pure market savvy that is unique among FMO’s. We’ve “been there”, we’ve “ done that”, and...