Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to financial advisors across the United States. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country.
UFC’s business affiliations allow its producers the best of all worlds: tremendous leverage and scale, access to the top insurance carriers and products, unparalleled compensation arrangements and good old fashioned local customer service support. UFC is also proud of its independent, non‐captive offerings that underscore the value proposition UFC consistently delivers to its family of agents day-in and day-out.
Friday, March 18, 2022 UFC for Insurance
How to Turn Life Insurance Into a Powerful Asset Class
Your clients want more than just a death benefit...
Wednesday, March 9, 2022 UFC for Insurance
How to Use Business Valuations as a Powerful Marketing Tool
Uncover gaps in planning for high net-worth clients and provide sophisticated solutions that will satisfy their complex needs.
Thursday, February 3, 2022 UFC for Insurance
Maintaining a High Standard of Living During Inevitable Price Increases
Download this one-pager and help your clients understand and protect against the risk of inflation and provide peace of mind by incorporating a stream of increasing income with features that rival market performance and endurance.
Friday, November 5, 2021 UFC for Insurance
Strategies to Fill the Gaps of Traditional Trust Planning
Traditional planning for high net-worth individuals often takes too much time, too much money, and creates more of a headache than the original concerns did in the first place! Until now...
Monday, October 18, 2021 UFC for Insurance
The Top 5 Tools That Help You Seal The Deal and Kill the Competition
We are constantly adding more tools to our arsenal that advisors say are integral to the success of their business. This exclusive guide will show you the top 5 resources picked by our top life insurance, annuity, and premium finance producers.
Thursday, August 26, 2021 UFC for Insurance
How to 5X Your Marketing Investment in the Next 4 Months
UFC's goal is to partner with financial advisors looking to make a real difference in their clients lives. With a committed relationship, we have helped many advisors increase their bottom line by SIX-FIGURES OR MORE.
Wednesday, June 16, 2021 UFC for Insurance
Top 10 Critical Points to Convert More Appointments to Sales
Discover the most important points that top producers cover in their seminar and webinar presentations to convert even more appointments! Download your copy of these insightful tips now!
Monday, June 7, 2021 UFC for Insurance
The $6K Event that Generated $1.7M
A California advisor decided to address this by hosting a private event at the Rose Bowl Stadium for 10 of his biggest prospects... and it was definitely worth his while. Download this report for a creative approach to working with more affluent clients.
Friday, April 23, 2021 UFC for Insurance
How To Help Wealthy Clients Avoid Creeping Tax Increases and Create A Debt-Free Legacy
In the face of uncertain economic and legislative circumstances, it's critical that financial advisors and CPAs pursue innovative solutions to help wealthy clients secure a debt-free legacy. We'll show you how.