General Info

United Planners Financial Services provides full-brokerage insurance and investment advisory services to nearly 300 investment and estate planning professionals located throughout the United States. The company is registered with the Securities and Exchange Commission, a member of the National Association of Securities Dealers and The Securities Investment Protection Corporation. As a subsidiary of Pacific Life Insurance Company, United Planners is structured as a partnership and affiliated with Pacific Life Insurance select distributors. Pershing, one of the leading providers of comprehensive brokerage execution, clearance and investment products and services to financial organizations, has been working with United Planners since 1939. United Planners Financial Services is headquartered in Scottsdale, Ariz.