United Planners' Financial Services of America
| Continuing education | 9.5 |
| Marketing services | 9 |
| Practice management support | 9.3 |
| Succession planning support | 9.4 |
| Access to in-house financial planning experts | 8.6 |
| Access to in-house product selection experts | 9.2 |
| National and/or regional sales conferences | 9.4 |
| Peer networking | 9.4 |
| Sales coaching | 8.4 |
| Overall rating | 9.3 |
| Methodology | 1=unacceptable, 10=outstanding |