Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to financial advisors across the United States. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country.
UFC’s business affiliations allow its producers the best of all worlds: tremendous leverage and scale, access to the top insurance carriers and products, unparalleled compensation arrangements and good old fashioned local customer service support. UFC is also proud of its independent, non‐captive offerings that underscore the value proposition UFC consistently delivers to its family of agents day-in and day-out.
Wednesday, June 16, 2021 Universal Financial Consultants
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!
Monday, June 7, 2021 Universal Financial Consultants
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 Universal Financial Consultants
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.
Monday, October 5, 2020 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.
Monday, March 23, 2020 Universal Financial Consultants
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.
Thursday, December 5, 2019 Universal Financial Consultants
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.