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