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Thursday, November 2, 2023 Universal Financial Consultants
7 Reasons Business Owners Use Premium Financing To Retain CapitalRetaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.
Friday, October 13, 2023 Universal Financial Consultants
How to Defer Capital Gains Taxes and Have a Bank Pay Them InsteadMany successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.
Wednesday, January 18, 2023 Universal Financial Consultants
10 Advanced Tax Planning Strategies For Your HNW ClientsNot to anyone's surprise HNW individuals pay the most money in taxes. However these individuals also stand to save the most when implementing the right tax planning strategies.
Monday, January 9, 2023 Universal Financial Consultants
How to Use Business Valuations as a Powerful Marketing ToolUncover gaps in planning for High-Net-Worth clients and provide sophisticated solutions that will satisfy their complex needs.
Wednesday, December 21, 2022 Universal Financial Consultants
No Collateral Premium FinanceOne agent placed $1.5M in target premium through this program just in the last 4 months!
Friday, December 16, 2022 Universal Financial Consultants
3 Big Ideas to Create More Client ConversationsDownload this instant-access guide for 3 ideas on how to provoke thought and generate more conversations that will motivate them to take action!
Tuesday, November 15, 2022 Universal Financial Consultants
Get Your Next Conversation Started Using This Proven Sales ScriptOver the past 30+ years, Premium Financing has proven to be a successful strategy for qualified clients looking to protect assets and generate wealth without disrupting cash flow they could be using for investment opportunities. With current interest rates at a historic low, now is a great time for qualified individuals to take advantage of Premium Financing.
Friday, October 21, 2022 Universal Financial Consultants
10 Strategies For Underperforming Finance CasesWhen faced with a premium finance design that seems to be under performing, here are 10 strategies to consider for making improvements.
Wednesday, August 3, 2022 Universal Financial Consultants
3 Ways to Automate Your Lead Generation for 2023Download this free guide and learn 3 strategies UFC utilizes itself that generate an average of 34 new qualified leads every month!
Tuesday, July 19, 2022 Universal Financial Consultants
NEW Virtual Seminar System for the Middle MarketThe current economic and social environment has clients feeling vulnerable and desperate for a second opinion. Take advantage by providing timely updates and strategies that will have them begging to book a time on your calendar.
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