The pandemic is requiring advisors to be pro-active and visible now more than EVER. People are looking for guidance and are more open to second-opinions.
Watch this free presentation to learn how an option hedging strategy works to create potential growth when times are good, and downside protection when times are tough.
Download this quick one-pager and see if PremiumLife is a right fit for your clients
Download this complimentary report and learn how agents an advisors are uncovering new sales virtually and automatically.
We created a report that includes 10 ways to save your HNW clients money on their taxes.
If your high-net-worth clients have a need for life insurance but don’t want to reduce their current cash flow or liquidate their existing assets, premium finance may be a viable solution.
Download this one-pager and help your clients better prepare for retirement with potential tax-free income, without contribution limits. Plus, the strategy includes tax-free net-to-heirs and long term care resources.
Download this 2 pager and learn how to get motivated prospects fighting for a spot on your calendar.
This helpful one-sheet sales tool prepares you to discuss and educate your clients on the benefits of premium financing.
Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information. FOR AGENT USE ONLY. NOT FOR SOLICITATION OR ADVERTISING TO THE GENERAL PUBLIC.