Underwriters Marketing Service

Underwriters Marketing Service Independent Field Marketing Organization (FMO) & Brokerage Service for insurance producers.

Before the calendar flips, there’s still meaningful work to do, the kind that sets the tone for a strong start to 2026.N...
11/21/2025

Before the calendar flips, there’s still meaningful work to do, the kind that sets the tone for a strong start to 2026.

Now’s the perfect time to check your December and January renewals, reach out to your top clients with a thank-you note, and set clear goals for the new year ahead. Every small action you take now sets the tone for a productive, successful start to 2026.

Need guidance as you wrap up the year? Get in touch with UMS. https://www.callums.com/

Learning never stops at UMS.We recently hosted an educational event focused on Defined Benefit Life Insurance, a new pla...
11/20/2025

Learning never stops at UMS.

We recently hosted an educational event focused on Defined Benefit Life Insurance, a new platform designed by David Macchia, founder of Wealth2K. This innovative solution helps agents and clients plan for the future in a more structured, tech-driven way, making financial conversations simpler, smarter, and more meaningful by defining a lifetime income for retirement.

At UMS, we’re proud to provide resources and training that help agents stay ahead of industry change and continue serving clients with excellence.

Watch the teaser here: https://youtu.be/1l9J_UpsNq0
Then contact Chris at UMS for more information.

Thoughtful planning is key to helping your clients build a confident future.At UMS, we understand the power of strategy ...
11/19/2025

Thoughtful planning is key to helping your clients build a confident future.

At UMS, we understand the power of strategy and how the right approach to income and tax planning can help protect a family’s legacy. With over 40 years of experience, we’re here to help producers explore new ways to add value to their client relationships.

Register to watch the replay: https://attendee.gotowebinar.com/recording/4595002479688652032



*This post is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Underwriters Marketing Service, its affiliated companies, and their representatives and employees do not give legal or tax advice. Encourage your clients to consult their tax advisor or attorney.*

# #

We loved welcoming new agents to our office for UMS Day!This special event lets producers meet our team, learn about our...
11/18/2025

We loved welcoming new agents to our office for UMS Day!

This special event lets producers meet our team, learn about our support resources, and see firsthand how UMS helps them grow their business. Every visit reminds us why we do what we do: here, our agents are more than partners, they’re family.

Want to learn more about our services or visit us next time? https://www.callums.com/

Happy Birthday to our November Celebrants! 🎂Join us in celebrating Amanda Hezlep, Barbara Marchesani, and Denise Nye! We...
11/17/2025

Happy Birthday to our November Celebrants! 🎂

Join us in celebrating Amanda Hezlep, Barbara Marchesani, and Denise Nye!

We are incredibly appreciate your commitment, cooperation, and positive impact on the UMS community. Your passion and heart inspire us every day. Wishing you all a wonderful year ahead filled with happiness, health, and success!

This Long Term Care Awareness Month reminds us that planning ahead is the kindest thing you can do for clients and their...
11/17/2025

This Long Term Care Awareness Month reminds us that planning ahead is the kindest thing you can do for clients and their families.

Conversations about long-term care don’t have to be difficult. UMS offers practical tools to help you start them: social media posts, fact-finders, postcards, email templates, quotes, client webinars, and more.

Beyond marketing materials, we also offer case consultation and hands-on support with underwriting and policy placement so you can guide families through every step. If you’d like help building a Long Term Care touchpoint for your clients, send us a direct message. https://www.callums.com/

From a Nashville getaway to historic train rides & Bermuda views, our UMS trips are all about celebrating success in unf...
11/14/2025

From a Nashville getaway to historic train rides & Bermuda views, our UMS trips are all about celebrating success in unforgettable ways.

These moments are about connection, relaxation, and creating long-lasting memories with our UMS family.

We are really pleased with our producers and the devotion they offer every day. These vacations are simply one way we can thank you for everything you do.

Join us for our future UMS trip: https://www.callums.com/.

Celebrating victories on and off the field!Our UMS team loves to come together for special moments, from Eagles kickoff ...
11/12/2025

Celebrating victories on and off the field!

Our UMS team loves to come together for special moments, from Eagles kickoff day here in Philly 🦅, to holiday gatherings, to dressing up for Halloween. These team traditions remind us that we’re a family. And just like we show up for each other, we show up for our agents every single day. That’s what makes the UMS family so special.

Learn More About Us: https://www.callums.com/

Today, on Veterans Day, we pause to honor the brave men and women who have served and sacrificed to protect our freedoms...
11/11/2025

Today, on Veterans Day, we pause to honor the brave men and women who have served and sacrificed to protect our freedoms.

At UMS, we’re especially grateful for the veterans among us — our colleagues, friends, and family members who continue to embody service, dedication, and integrity every single day. You’ve already given so much to our country, and yet you keep giving through your work and your example.

To all veterans — at UMS and across the nation — thank you for your courage, your sacrifice, and your service. 🇺🇸

Every achievement matters because behind each one is an agent who stayed committed to their clients.From the first polic...
11/10/2025

Every achievement matters because behind each one is an agent who stayed committed to their clients.

From the first policy written to building a thriving book of business, your hard work is what shapes lasting trust and financial security for families.

At UMS, we couldn’t be prouder of the milestones our agents achieve. Each of you, in your own unique journey, shows what it means to serve with integrity and heart. That commitment inspires us every day.

Thank you for being part of the UMS family and for proving that success is built one client at a time.

Let’s celebrate your next achievement together. https://www.callums.com/

11/06/2025

With so many insurance carriers out there, it’s easy to feel overwhelmed by the choices. But the right carrier makes a big difference!

Here are a few tips: look at their financial strength, the variety of products they offer, how consistent their underwriting is, and how responsive their service team can be. Choosing well means you’ll have confidence knowing your clients are supported, and that trust lasts a lifetime. At UMS, we help agents connect with top carriers so they can focus on building relationships, not chasing solutions.

Learn more about our carrier partnerships: https://www.callums.com/

Clients often ask, “What’s the difference between life insurance and annuities?” The truth is, they work together but se...
11/05/2025

Clients often ask, “What’s the difference between life insurance and annuities?” The truth is, they work together but serve different needs.

Life insurance protects loved ones after a loss, while annuities can provide a steady income during retirement. Both are powerful tools, but in different ways.

Helping clients understand these differences builds trust and shows them you’re focused on long-term financial wellness. That’s why UMS provides agents with educational tools and support to explain products clearly and confidently.

Access more product insights: https://www.callums.com/



Guarantees are backed by the financial strength and claims-paying ability of the issuing insurer.

Address

100 Century Parkway, 240
Mount Laurel, NJ
08054

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+18005241774

Website

Alerts

Be the first to know and let us send you an email when Underwriters Marketing Service posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Underwriters Marketing Service:

Shortcuts

Share