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Video
How to Attract the HNW Audience
Monday, October 10, 2022 Universal Financial Consultants Watch this free web class and see how agents and advisors are attracting Middle America and Wealthy Audiences (tested and proven by advisors in over 1.7 million campaigns).
Guide
New Clients for Killer Q4
Monday, October 10, 2022 Universal Financial Consultants Download this free guide to 5 tools that will help you optimize your practice and keep your calendar packed with High Net Worth clients.
Guide
Exclusive Turnkey System Generates 20 Qualified Appointments Per Month!
Friday, September 9, 2022 First Income Advisors Now is your chance to receive guaranteed Life, Annuity, & Investment Appointments with Public Employees in need of retirement, insurance, or financial services for the low cost of $50 per appointment.
Guide
3 Ways to Automate Your Lead Generation for 2023
Tuesday, July 26, 2022 Universal Financial Consultants Download this free guide and learn 3 strategies UFC utilizes itself that generate an average of 34 new qualified leads every month!
Guide
5 Ways the Pandemic is Impacting Advisors (And How to Adjust)
Thursday, March 31, 2022 First Income Advisors From the products you recommend to the needs of the consumers you advise, here are five ways the pandemic continues to influence the industry — and steps you can take to adapt.
Guide
How to Turn Life Insurance Into a Powerful Asset Class
Friday, March 18, 2022 Universal Financial Consultants Your clients want more than just a death benefit...
Guide
5 Financial Trends for Advisors to Watch in 2022
Thursday, March 17, 2022 First Income Advisors Uncertainty and change will likely continue to impact your strategies and your clients’ financial decisions, so we've gathered the five economic trends for advisors to watch.
Research / Report
4 Mistakes That Can Lose Advisors Business
Wednesday, March 9, 2022 First Income Advisors Whether you’re a seasoned advisor or just starting out, it’s easy to fall into patterns with your approach to customer interactions and prospecting tactics. So avoid these four common — and costly — communication mistakes.
Research / Report
How to Use Business Valuations as a Powerful Marketing Tool
Wednesday, March 9, 2022 Universal Financial Consultants Uncover gaps in planning for high net-worth clients and provide sophisticated solutions that will satisfy their complex needs.
Research / Report
Four Regulatory And Compliance Issues To Watch In 2022
Wednesday, February 16, 2022 First Income Advisors While there is no reliable crystal ball regarding regulation and compliance, this report provides a few key areas to watch as you plan your strategies and sales techniques for 2022.
Research / Report
5 Times Premium Finance May be a Good Fit
Tuesday, February 15, 2022 Universal Financial Consultants Premium Finance is not a fit for everyone. However, many business owners have the need for high-value life insurance an understand the value of using other people's money to create more wealth.
Research / Report
Maintaining a High Standard of Living During Inevitable Price Increases
Thursday, February 3, 2022 Universal Financial Consultants Download this one-pager and help your clients understand and protect against the risk of inflation and provide peace of mind by incorporating a stream of increasing income with features that rival market performance and endurance.