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Resources
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Wednesday, May 28, 2025 Universal Financial Consultants
Why the “Big Beautiful Bill” Might Be a Big Mistake for Business Owners
Discover the Hidden Risks High-Net-Worth Clients Face -
Thursday, May 8, 2025 Universal Financial Consultants
Tax Season Isn’t Over for Extended Filers—Here’s How to Maximize the Opportunity
Discover 5 High-Impact Strategies to Help Affluent Clients Reduce Tax Burden and Enhance Long-Term Planning -
Tuesday, February 11, 2025 Universal Financial Consultants
How a Cash Balance Plan Helped a Business Owner Save $275K in Taxes
If you work with high-income business owners looking to reduce taxes and accelerate retirement savings, this case study is a must-read.
About Universal Financial Consultants
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.
sales@ufc.bz
800-506-4UFC (4832)
1499 Gulf to Bay Blvd
Suite 100
Clearwater, FL 33755