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Guide
Monday, May 2, 2022
Signal Advisors
The Snowball Effect: Referral Process of a $100M Advisor
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.
Guide
Thursday, March 31, 2022
First Income Advisors
5 Ways the Pandemic is Impacting Advisors (And How to Adjust)
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
Friday, March 18, 2022
UFC for Insurance
How to Turn Life Insurance Into a Powerful Asset Class
Your clients want more than just a death benefit...
Guide
Thursday, March 17, 2022
First Income Advisors
5 Financial Trends for Advisors to Watch in 2022
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
Wednesday, March 9, 2022
First Income Advisors
4 Mistakes That Can Lose Advisors Business
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
Wednesday, March 9, 2022
UFC for Insurance
How to Use Business Valuations as a Powerful Marketing Tool
Uncover gaps in planning for high net-worth clients and provide sophisticated solutions that will satisfy their complex needs.
Research / Report
Wednesday, February 16, 2022
First Income Advisors
Four Regulatory And Compliance Issues To Watch In 2022
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
Tuesday, February 15, 2022
UFC for Insurance
5 Times Premium Finance May be a Good Fit
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.
Video
Thursday, February 3, 2022
Signal Advisors
7 Innovations Financial Advisors are Using to Grow in 2022
Enabled by the only end-to-end platform for annuity and life advisors. Watch this exclusive video to learn more!
Research / Report
Thursday, February 3, 2022
UFC for Insurance
Maintaining a High Standard of Living During Inevitable Price Increases
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.
Guide
Friday, December 17, 2021
UFC for Insurance
10 Ways to Optimize a Premium Finance Plan
Here are 10 strategies to consider that may help optimize performance and maximize ROI.
Guide
Friday, November 5, 2021
UFC for Insurance