UFC Resource Center

Friday, November 5, 2021 UFC for Insurance

Strategies to Fill the Gaps of Traditional Trust Planning

Traditional planning for high net-worth individuals often takes too much time, too much money, and creates more of a headache than the original concerns did in the first place! Until now...

Friday, November 5, 2021 UFC for Accounting

How to Upgrade Your Wealthiest Clients' Trust & Estate Planning

Download this guide to learn about the Little-Known Wealth Strategy that's filling in the gaps of traditional trust planning and turning advisors into heroes for more high net-worth clients.

Monday, October 18, 2021 UFC for Insurance

The Top 5 Tools That Help You Seal The Deal and Kill the Competition

We are constantly adding more tools to our arsenal that advisors say are integral to the success of their business. This exclusive guide will show you the top 5 resources picked by our top life insurance, annuity, and premium finance producers.

Monday, October 18, 2021 UFC for Accounting

You're Bond, We're Q

Download the top tools that help you seal the deal and kill the competition.

Thursday, August 26, 2021 UFC for Insurance

How to 5X Your Marketing Investment in the Next 4 Months

UFC's goal is to partner with financial advisors looking to make a real difference in their clients lives. With a committed relationship, we have helped many advisors increase their bottom line by SIX-FIGURES OR MORE.

Monday, June 28, 2021 UFC for Insurance

Client Acquisition Webinar On-Demand

Watch our new client acquisition webinar and see for yourself what thousands of advisors nationwide are doing to generate millions in production.

Wednesday, June 16, 2021 UFC for Insurance

Top 10 Critical Points to Convert More Appointments to Sales

Discover the most important points that top producers cover in their seminar and webinar presentations to convert even more appointments! Download your copy of these insightful tips now!

Friday, June 11, 2021 UFC for Accounting

Why Premium Finance May be a Successful Strategy for Your Clients and Prospects

Download this report and learn how you can easily provide a sophisticated solution for your sophisticated clients.

Monday, June 7, 2021 UFC for Insurance

The $6K Event that Generated $1.7M

A California advisor decided to address this by hosting a private event at the Rose Bowl Stadium for 10 of his biggest prospects... and it was definitely worth his while. Download this report for a creative approach to working with more affluent clients.

Friday, April 23, 2021 UFC for Insurance

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.