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Guide
Tuesday, December 6, 2022
Universal Financial Consultants
3 Big Ideas to Create More Client Conversations
Download this instant-access guide for 3 ideas on how to provoke thought and generate more conversations that will motivate them to take action!
Video
Monday, October 10, 2022
Universal Financial Consultants
How to Attract the HNW Audience
Watch this free web class and see how agents and advisors are attracting Middle America and Wealthy Audiences (tested and proven by advisors in over 1.7 million campaigns).
Guide
Monday, October 10, 2022
Universal Financial Consultants
New Clients for Killer Q4
Download this free guide to 5 tools that will help you optimize your practice and keep your calendar packed with High Net Worth clients.
Guide
Tuesday, July 26, 2022
Universal Financial Consultants
3 Ways to Automate Your Lead Generation for 2023
Download this free guide and learn 3 strategies UFC utilizes itself that generate an average of 34 new qualified leads every month!
Guide
Friday, March 18, 2022
Universal Financial Consultants
How to Turn Life Insurance Into a Powerful Asset Class
Your clients want more than just a death benefit...
Research / Report
Wednesday, March 9, 2022
Universal Financial Consultants
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.
Research / Report
Tuesday, February 15, 2022
Universal Financial Consultants
5 Times Premium Finance May be a Good Fit
Premium Finance is not a fit for everyone. However, many business owners have the need for high-value life insurance an understand the value of using other people's money to create more wealth.
Research / Report
Thursday, February 3, 2022
Universal Financial Consultants
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.
Guide
Friday, December 17, 2021
Universal Financial Consultants
10 Ways to Optimize a Premium Finance Plan
Here are 10 strategies to consider that may help optimize performance and maximize ROI.
Guide
Friday, November 5, 2021
Universal Financial Consultants
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...
Guide
Monday, October 18, 2021
Universal Financial Consultants
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.
White Paper
Thursday, August 26, 2021
Universal Financial Consultants