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The Snowball Effect: Referral Process of a $100M Advisor
Monday, May 2, 2022 Signal Advisors Learn how to create a snowball effect for referrals and spend less time prospecting the public and more time hosting events for clients and taking one-on-one meetings.
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.
How to Turn Life Insurance Into a Powerful Asset Class
Friday, March 18, 2022 UFC for Insurance Your clients want more than just a death benefit...
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 UFC for Insurance 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 UFC for Insurance 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.
7 Innovations Financial Advisors are Using to Grow in 2022
Thursday, February 3, 2022 Signal Advisors Enabled by the only end-to-end platform for annuity and life advisors. Watch this exclusive video to learn more!
Research / Report
Maintaining a High Standard of Living During Inevitable Price Increases
Thursday, February 3, 2022 UFC for Insurance 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.
10 Ways to Optimize a Premium Finance Plan
Friday, December 17, 2021 UFC for Insurance Here are 10 strategies to consider that may help optimize performance and maximize ROI.
Strategies to Fill the Gaps of Traditional Trust Planning
Friday, November 5, 2021 UFC for Insurance 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...