Have Questions? You’re Not Alone.
Here are answers to some of the questions we get most often—about our services, our process, and general financial topics. If you don’t see your question here, just ask! There’s no such thing as a silly question.
Most Common Questions About UNI
What services do you offer?
UNI Worldwide Financial Marketing is a one-stop financial services brokerage. We provide insurance (life, auto, home, business, health, Medicare, long-term care), retirement and financial planning, tax consulting, estate planning guidance, and more. See our About Us or Insurance Services pages for details.
What is a one-stop financial service model?
It means you can handle all your financial needs—insurance, tax, retirement, long term care, and planning—through one trusted source, rather than juggling between multiple offices.
How do I get started as a new client?
Simply contact us to schedule a free initial consultation. We’ll meet (in-person or virtually), listen to your goals, assess your needs and recommend next steps. No pressure, no obligation.
Where are your offices? Can I work with you if I’m not in Georgia?
We have branches across the United States and a branch office in South Korea. Refer to our list of locations under the Contact Us page.
Which insurance companies do you work with?
As an independent brokerage, we partner with many major carriers—allowing us to shop for the best coverage and rates to fit your needs.
Can you help with specific needs, like college planning or small business advice?
Absolutely. We serve clients at all life stages, from young families to business owners and retirees. If you have a specific question, just ask—there’s a good chance we can help.
Will I work with the same agent every time?
Typically, you’ll have a dedicated local agent, but can also access specialists as needed. We believe in consistent, personal relationships.
How can I join UNI Worldwide Financial Marketing?
Go to the “Contact Us” page and reach out to express your interest in starting a career in financial services. We provide guidance on obtaining the required licenses, along with comprehensive training and education to ensure you are fully prepared to deliver professional, high-quality service to others.