Taking Care of Business
Many successful businesses have trusted The UCL Financial Group to meet their many financial needs. We offer group insurance, voluntary employee benefits, and 401(k) retirement planning, as well as business succession planning and executive compensation planning. Taking advantage of our cost-effective strategies will help your company strengthen its bottom line. The services discussed below are just a few of the ways we can serve your business. Contact us today to learn more.

401(k) Retirement Planning
Your employees will appreciate the ability to build a secure financial future with a 401(k) retirement plan. Sponsoring a retirement plan through The UCL Financial Group gives you a variety of options that cover a vast array of retirement planning goals.

Business Succession Planning
We can help you plan for the successful transfer of control and ownership of your business by developing a business succession plan tailored to your needs. We ease the difficult task of business succession by formulating a plan that involves selection of a successor, determining business worth, strengthening your position with creditors, providing a "blueprint" for orderly transfer, and more.

Executive Compensation Planning
To retain and recruit the most talented and productive employees, a supplemental executive benefit package is crucial. Your company will gain a competitive advantage by offering customized compensation packages to meet your executives' needs. Your company will also gain tax advantages and the ability to offer valuable long-term benefits.

Group Insurance Services
After conducting a thorough analysis of your company's current benefits, we will provide you with suitable group plans for your employees' medical, dental, vision, life and disability insurance. Before making a recommendation, we will compare the costs and advantages of over 30 qualified insurance providers that we represent. The UCL Financial Group has implemented cost-effective group employee benefits programs for over 200 group clients that we currently serve in the Mid-South.

Voluntary Employee Benefits
We offer voluntary employee benefits at no direct cost to you. Your employees will receive discounted premiums and have the ability to pick and choose their benefits. Your customized plan will be easy to understand, implement and administer.

Benefit Communications
Often, when it comes to employee benefit programs, there is a wide gap between what the employer provides and the employee's perception of what they get. When a company provides a strong benefit package to its employees, it sends a message: "We value our relationship with you." Unfortunately, without effective benefit communication, that message can be lost. UCL Online Anytime benefits is a web-based communication platform that is designed to enhance employees' understanding of, and appreciation for, their benefits program. By providing easy access to benefits information 24/7, companies can dramatically increase employees' understanding about the programs being made available to them.


*This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction.  As with any security, request a prospectus from your Registered Representative.  Read it carefully before you invest or send money.  Securities products are limited to residents of AL, AR, AZ, CA, CT, FL, GA, KY, MO, MS, TN, TX.

A Representative from UCL Financial will contact you to provide requested information.

Securities and investment advisory services offered through Ameritas Investment Corp. (AIC).  Member FINRA / SIPC.  AIC and UCL Financial are not affiliated. 

Representatives of AIC do not provide tax or legal advice.  Please consult your tax advisor or attorney regarding your situation.

Contact UCL

1755 N. Kirby Pkwy.  Suite 300
Memphis, TN 38120

Phone: (901) 758-1500

Toll Free (800) 527-8848
Fax: (901) 755-0397
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