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Our library of free downloadable content includes white papers, webinars, product guides, case studies, industry analysis and much more, provided by our experts in the insurance and financial industry.
  • How To Help Wealthy Clients Avoid Creeping Tax Increases and Create A Debt-Free Legacy
    Wednesday, April 7, 2021 UFC for Accounting

    How To Help Wealthy Clients Avoid Creeping Tax Increases and Create A Debt-Free Legacy

    In the face of uncertain economic and legislative circumstances it's critical that financial advisors and CPAs pursue innovative solutions to help wealthy clients secure a debt-free legacy. We'll show you how.

    Read More
  • Proven Lead Magnet for Working with More Business Owners
    Tuesday, January 12, 2021 UFC for Accounting

    Proven Lead Magnet for Working with More Business Owners

    Find more clients using this business valuation playbook.

    Read More
  • 3 Ways to Automate Your Lead Generation for 2021
    Monday, November 16, 2020 UFC for Insurance

    3 Ways to Automate Your Lead Generation for 2021

    Download this free guide and learn 3 strategies UFC utilizes itself that generate an average of 34 new qualified leads every month!

    Read More
  • 10 Strategies for Underperforming Finance Cases
    Monday, November 16, 2020 UFC for Insurance

    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.

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  • Get Your Next Conversation Started Using This Proven Sales Script
    Monday, October 5, 2020 UFC for Insurance

    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.

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  • NEW Way to Offer Tax Prep Services, Without Any Extra Work
    Monday, March 23, 2020 UFC for Insurance

    NEW Way to Offer Tax Prep Services, Without Any Extra Work

    In just 6 simple steps, this turn-key system helps you with branding, processing, and making recommendations in order to position you as an asset protection expert.

    Read More
  • 10 Advanced Tax Planning Strategies for Your HNW Clients
    Friday, March 13, 2020 UFC for Insurance

    10 Advanced Tax Planning Strategies for Your HNW Clients

    Not to anyones 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.

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  • Premium Financing Sales Script and Overview
    Thursday, March 12, 2020 UFC for Insurance

    Premium Financing Sales Script and Overview

    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.

    Read More
  • Life Insurance Objections Guide for Premium Financing
    Thursday, December 5, 2019 UFC for Insurance

    Life Insurance Objections Guide for Premium Financing

    This helpful one-sheet sales tool prepares you to discuss and educate your clients on the benefits of premium financing.

    Read More
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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.

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