Results > Universal Financial Consultants: (11)
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Friday, April 19, 2024
Universal Financial Consultants
Discover the Key Differences Between Trusts and Wills
As a seasoned financial advisor, you understand the significance of trusts and wills in protecting and controlling wealth. However, delving deeper into these strategies can unveil a world of possibilities for effectively managing estates and maximizing benefits for your affluent clientele.
Guide
Thursday, November 2, 2023
Universal Financial Consultants
7 Reasons Business Owners Use Premium Financing To Retain Capital
Retaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.
Guide
Friday, October 13, 2023
Universal Financial Consultants
How to Defer Capital Gains Taxes and Have a Bank Pay Them Instead
Many successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.
Research / Report
Wednesday, January 18, 2023
Universal Financial Consultants
10 Advanced Tax Planning Strategies For Your HNW Clients
Not 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.
Research / Report
Monday, January 9, 2023
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
Wednesday, December 21, 2022
Universal Financial Consultants
No Collateral Premium Finance
One agent placed $1.5M in target premium through this program just in the last 4 months!
Guide
Friday, December 16, 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!
Guide
Tuesday, November 15, 2022
Universal Financial Consultants
Get Your Next Conversation Started Using This Proven Sales Script
Over 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.
Guide
Friday, October 21, 2022
Universal Financial Consultants
10 Strategies For Underperforming Finance Cases
When faced with a premium finance design that seems to be under performing, here are 10 strategies to consider for making improvements.
Guide
Wednesday, August 3, 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!
Research / Report
Tuesday, July 19, 2022
Universal Financial Consultants
NEW Virtual Seminar System for the Middle Market
The 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.Powered by Lead Marvels, Inc 2024