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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.
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.
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.
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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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.