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Financial Wellness

UBP educates members and their families so they can assess their current financial status as well as their retirement through various means, utilizing investment planning and complimentary seminars for daily living expenses and budgeting.

Medicare Part D Audit/Recovery

We successfully assist plan sponsors with the recovery of post-payment events by recouping overpayments.

Social Security Disability

Medicare Maximization: UBP utilizes first class Medicare coordination that leverages Medicare eligibility to reduce the pre-65 retiree healthcare costs.

Retiree Pension Maximization

UBP collaborates with members and their families providing comprehensive retirement planning and education regarding pension maximization, both on an individual and group basis.

Retiree Medical Benefits

Health and/or drug coverages to former employees or members, and their families. These plans are offered through former employers or employee organizations.

How can UBP help?