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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.
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Tuesday, January 12, 2021 UFC for Accounting
Proven Lead Magnet for Working with More Business Owners
Find more clients using this business valuation playbook.
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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!
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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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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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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.
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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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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.
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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.
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