Newtek Business Services Corp.
As you know, Newtek is a trusted partner on the UBS platform for business lending and insurance. Many of your colleagues have submitted insurance referrals in the past few months which we've converted into bound policies. Below is one example.

We'd love to offer your clients a complimentary consultation. The value of the expertise we provide is an extension of their relationship with you. We put the same care and attention into their insurance portfolio as you do in building their financial portfolio.

Insurance Success Story from a UBS FA Referral to Newtek

One of your UBS colleagues connected us with a client in southern Florida who had recently purchased a home and was researching insurance options. They live in an area that is difficult to acquire coverage and were seeking  guidance.

After a thorough consultation, Newtek presented the UBS client with a comprehensive policy from a reputable insurance carrier. Because our agent understood the full picture of their life and didn't just look for bare minimum coverage, the client chose to bind their Homeowners policy through Newtek. In addition, we also bound an auto policy with this client for a more competitive price, with the exact same coverage.

The client was very pleased with the service and outcome and was sure to let the FA know.
By working in collaboration with you and your clients, our goal is to deliver the insurance solutions they need with a concierge level of service. You can send referrals to us directly through NewTracker via the button below, or by contacting me directly.

Submit Insurance or Lending Referrals
Sincerely,
Miguel Chapa

Contact
Miguel Chapa
Regional Vice President
(210) 961-7882
MChapa@NewtekOne.com
For Broker Dealer and Plan Sponsor Use Only – Not for Public Distribution
Newtek Insurance Agency and UBS Financial Services Inc. are not affiliated.