Request A Proposal

Uniglobal provides the ability for Financial Advisors to submit a request, directly online, for a proposal for potentially new clients.

Uniglobal generates packages on a per request basis, seamlessly integrated with the prospective clients information and corporate demographics. The edge you gain from requesting and potentially using our proposals is above what other administrative organizations could provide.

We engage in full cooperation for a mutual goal. We believe that even though retirement is inevitable, the journey towards it can be a rewarding one. Illustrating our viewpoint through our proposals illuminates prospective plan sponsors to what is achievable, not what statistically might happen.

To submit a request for review and production, please login, or start an account then login, and navigate towards Uniglobal Proposals, located in Partner Tools. From there the link appears in the left most navigation pane.

Our online form simplifies the process, and response is guaranteed within 24 business hours. It is our pleasure to welcome you to a new era in the way corporations and their participants are viewing retirement - the ability to supplement salary after retiring is a right everyone should exercise.

Welcome to Uniglobal - providing the momentum for successful retirements, across all corporations.

Access Uniglobal

Uniglobal provides services for business owners and financial advisors across a wide range of retirement plan platforms. Enter here to sign up and start your account.