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Agency of the Month!

Powered By The Uhl Agency
The Uhl Agency was recently recognized as agency of the month in the December issue of Rough Notes, one of the most highly regarded
insurance publications in the nation. The article highlights the rich history of our agency, as well as our niche in the investment advisor world, which Jon Kreusch spearheaded over 11 years ago. Click here to learn more about our unique story and Jon's endeavors. 
About Our New ERISA Bond Program
The Uhl Agency now writes over 275 financial institutions across the country. We are continuing to be persistent in putting numerous resources into this growing part of our business, and continue to see much success. As a result, we are excited to announce our new website, erisabondsforless.com, a one-stop-shop for all things related to ERISA Fiduciary Fidelity Bonds.
 
This new website provides plenty of information on our national ERISA Fiduciary 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.
Our platform of insurance companies for our ERISA Fiduciary Fidelity Bond Program 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 Fiduciary Fidelity Bonds for much less than what you're paying right now!
These bonds address section 412 of the Department of Labor.
Sample Claims:
Cost of Corrections (E&O)

A client asked an employee to their RIA to withdraw a sum weekly to invest into an investment vehicle. For a period of eight weeks, the employee did not make the appropriate transfers during an increased market. Upon recognition of the error, the client lost in excess of $375,000 in potential earnings. 

$125,000 was paid by the insurance company after a $250,000 retention.
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!
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7755 Paragon Road, Ste 100, Dayton, OH 45459

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