Address

10 Street Name, City Name

Country, Zip Code

Get in touch

555-555-5555

mymail@mailservice.com

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Providing innovative solutions

PROTECTING A BRIGHTER FUTURE

OUR MISSION

To develop, implement, and monitor a strategy that’s designed to address your individual situation- for every family in the community.

OUR SUCCESS

Since January 2019, we have impacted:


  • 250 Individuals
  • 25+ Businesses
  • $360M+ Life Insurance Death Benefit
  • $1.8M+ Disability Insurance Annualized Benefit


(figures as of 5/17/2022)

OUR VALUES

Trust. Integrity. Confidentiality. These are infused into every aspect of our practice and have been the cornerstone of our foundational success.

What is our community approach?

Our community leaders realized that something needed to be done regarding the yeshivah tuition crisis. Driven by a sense of urgency, they devised a new school of thought aimed at uniting our neighbors and businesses in support of our yeshivot.


Their innovative plan was designed to provide equal opportunity for our children. This call for equity inspired us to create UCEF Insurance Agency, LLC.


UCEF Insurance Agency, LLC is an independent insurance broker owned by United Children’s Education Foundation, a 501(c)(3) charitable organization, and Planning Alliance.


Our goal is to financially protect and insure Jewish Syrian people, families, and businesses. To that end, we take a forensic approach to our financial and insurance portfolios to identify areas of opportunity and mitigate risk. Our partnership with United Children's Education Foundation encourages and empowers families and businesses to properly protect who they care about most with insurance and estate planning options while positively impacting the charity’s mission of alleviating yeshivah tuition.


Our team of insurance, estate planning, and business planning professionals bring over 85 years of cumulative experience to every customer interaction. From the initial meeting to the final planning phase, our dedication to exceptional service is unwavering.


We understand the challenges families face today. We understand what matters most to you. We understand because we are part of this community. We are committed to utilizing our resources to help you pursue your goals.


Community matters. Protecting you, your loved ones, and your valued business is our mission and our calling.

What Financial and Insurance Solutions Do We Offer?

PERSONAL

  • Life & Disability Insurance
  • Long Term Care Insurance
  • Estate Planning
  • Financial Protection
  • Special Needs Planning

BUSINESS

  • Group Employee Benefits
  • Group Medical Insurance
  • Succession Planning
  • Buy-Sell Agreements
  • Key Person Insurance
  • Executive Compensation Planning

Property & Casualty

Coming Soon

Personal Insurance

Home

Automobile

Flood

Renters

Jewelry

Umbrella Liability

Recreational Vehicle

Private Client

Commercial Insurance

General Liability

Automobile

Crime

Workers' Compensation

Umbrella Liability

Bonds

Professional Liability

Credit Insurance

Employment Liability

Cyber Liability

Director & Officer Liability

Professional Liability

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