Shepard Walton Life Insurance Agency was recently confirmed as a new United Benefit Advisors (UBA) Partner Firm. The partnership expands UBA's reach into Central and South Texas.
Shepard Walton Life Insurance Agency was recently confirmed as a new United Benefit Advisors (UBA) Partner Firm. With this latest addition, UBA, the nation’s leading independent employee benefits organization, pushes its Partner Firm total to 140.
The Texas-based agency, which serves 325 clients and is a division of Shepard Walton King (SWK), calls Harlingen, Tex. home but boasts additional locations in Austin and McAllen. Known as great thought leaders in the benefits advisory industry, Shepard Walton was established in 1980.
"To add Shepard Walton into the UBA fold is a very pleasing and positive development," said UBA CEO Thom Mangan. "They serve both the Rio Grande Valley and the Austin, Texas area, which together boast a population of more than 3 million residents – to be able to reach so many people and extend to them all the services that UBA provides is exciting, to say the least. We’re thrilled to add Shepard Walton to our family."
UBA’s latest Partner addition draws its history from a brain trust of its area’s distinguished agencies, one that provides more than 80 years of combined experience and expertise. And, it’s not just ingrained knowledge that makes Shepard Walton a great fit with UBA – the firm requires its staff to receive at least eight hours of continued education yearly, ensuring the company stays on the cutting edge of the industry.
If the accolades from Mangan and Shepard Walton’s track record aren’t enough, the firm’s industry peers are quick to heap praise upon their counterpart; phrases like "The most reputable firm in the Valley," "A first-class operation and staff" and "Great folks to work with" are not uncommon. Those sentiments seem to mesh well with Shepard Walton’s mission statement, which is to exceed their customers’ expectations by providing quality insurance products at a competitive price, and delivering superior services, thereby creating a lifetime customer.
The excitement about the new UBA Partnership is a two-way street.
"We’re extremely happy to call ourselves a UBA Partner," said Bob Shepard, Shepard Walton President. "This relationship only serves to broaden our reach as a firm, and elevate our status within this industry. At a time when things are changing rapidly and information and services are at a premium, an alignment with UBA is a good thing to have. This was an easy decision."
To learn more about Shepard Walton, visit http://www.shepardwaltonking.com.
About Shepard Walton
Shepard Walton was formed in 1980 by Bob Shepard and Bob Walton. The success of this progressive insurance group was in part due to a clever mix of – and dealing with – the best and most competitive agencies in the Rio Grande Valley.
About UBA
United Benefit Advisors is a unique community of more than 140 of the most successful and most trusted independent employee benefits advisory firms in North America and Europe. With more than 200 Partners in over 46 states, Canada and the United Kingdom, UBA is the nation’s leading employee benefits advisory organization.
Source: Houston Chronicle
No comments:
Post a Comment