Copy

Major Announcement!

Powered By The Uhl Agency
Brand New: erisabondsforless.com!

We are pleased to announce our partnership with CNA on a National ERISA Fidelity Bond program. The ultra-competitive rate that was negotiated with CNA is something we want all Investment Advisors to know!
 
This partnership has also prompted us to develop a new website for this niche program.
 
If you feel that your ERISA Fidelity Bond premium is too high, then I would suggest you click on our new website
www.erisabondsforless.com or give us a call.
 
We would also like to take this time to say “Thank You” to some of our clients who have allowed us to say a few nice things about our program.
 
This bond addresses Section (412) of the Department of Labor.
The Uhl Agency now writes over 275 financial institutions across the country; this is our niche and we are continuing to have great success. As a result, we are excited to announce our new website, erisabondsforless.com, a one-stop-shop for all things related to ERISA Fidelity Bonds.
 
This new website provides plenty of information on our national ERISA Fidelity Bond program, including what the bonds cover, how much coverage is needed, and information on our insurance company partners. You'll also be able to learn a little more about our team as well as the the process to get a quote, which is quickly done after completing a very simple and short application and providing a list of the plans you need covered.
 
In addition to CNA, our platform of other insurance companies carry at least an "A" (Excellent) rating by A.M. Best, the world's oldest and most authoritative insurance rating and information service.
 
Please visit erisabondsforless.com to learn how you can purchase ERISA Fidelity Bonds for much less than what you're paying right now!
Your Financial Institution Team:
Jon Kreusch
Executive Vice President / Principal
937.434.9090 Ext. 23
Email Jon
Joe Bolek
Agent
937.434.9090 Ext. 18
Email Joe
Rachel Irwin, CISR
Account Manager
937.434.9090 Ext. 19
Email Rachel
Marc McNulty, CIC, CRM
Chief Operating Officer / Principal
937.434.9090 Ext. 13
Email Marc
Please respond to this email or give us a call with the best time of year to follow up.
 
Thank you for the opportunity!
Copyright © | 2020 | The Uhl Agency | All rights reserved.

Our mailing address is:
7755 Paragon Road, Ste 100, Dayton, OH 45459

Want to change how you receive these emails?
You can update your preferences or unsubscribe from this list.