Dear --first name--,
We wanted to share some exciting news with you. For almost 4 years now, Newtek Business Finance has delivered Lending Solutions to UBS FAs for their clients and relationships throughout the United States. This program has been a resounding success - enabling FAs to initiate discussions with business owners leading to all kinds of opportunities where UBS's vast capabilities can help.
In late December, Newtek Insurance Agency joined Crystal & Company and Willis Towers Watson on the UBS Business and Personal Property & Casualty Insurance platform to bring you a familiar resource to help you bring clients and relationships a full menu of business and personal property and casualty insurance solutions.
We want to help you spread the word that this new capability exists. Please expect a call from the Newtek Regional Vice President who covers your market to introduce his/her self and discuss the approved materials that are available for distribution to help you get conversations going.
Of course, I am always personally available to assist you in any way that I might.
Best Regards -
Adam Epstein
Director - Strategic Alliances
Newtek Business Services Corp. (NASDAQ: NEWT)
1981 Marcus Avenue, Suite130, Lake Success, NY 11042
Direct: (212) 356-9504
Newtek Insurance Agency, LLC:
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Licensed in all 50 states |
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Works only with the top carriers in the US |
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Both Business and Personal Lines |
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Offers all UBS relationships a COMPLIMENTARY review of coverages |
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Confirm proper coverage against loss |
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Trim or eliminate unnecessary coverages |
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Shops the markets for cost effective solutions |
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