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Our library of free downloadable content includes white papers, webinars, product guides, case studies, industry analysis and much more, provided by experts and vendors within the financial planning industry
  • Guide to Maximizing your Seminars
    Tuesday, January 19, 2021 First Income Advisors

    Guide to Maximizing your Seminars

    Download this informative guide which shares the 5 Do's and Dont's to booking maximum appointments from each seminar you host.

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  • Best Practices for Selling Virtually
    Monday, January 18, 2021 First Income Advisors

    Best Practices for Selling Virtually

    Download this informative guide which explains how to get started selling virtually and what are some best practices.

    Read More
  • 7 Steps to Creating a Powerful Appointment Process
    Monday, January 18, 2021 First Income Advisors

    7 Steps to Creating a Powerful Appointment Process

    In this 28 page exclusive report, 250 million producer Mike Steranka shares his 7 step appointment process that you can apply to your business model immediately.

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  • 2021 Social Security Fact Sheet
    Monday, January 18, 2021 First Income Advisors

    2021 Social Security Fact Sheet

    Download this 2021 Social Security fact sheet and understand how these upcoming changes will affect your clients and prospects.

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  • 3 Ways to Automate Your Lead Generation for 2021
    Monday, November 16, 2020 UFC for Insurance

    3 Ways to Automate Your Lead Generation for 2021

    Download this free guide and learn 3 strategies UFC utilizes itself that generate an average of 34 new qualified leads every month!

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  • 10 Strategies for Underperforming Finance Cases
    Monday, November 16, 2020 UFC for Insurance

    10 Strategies for Underperforming Finance Cases

    When faced with a premium finance design that seems to be under performing, here are 10 strategies to consider for making improvements.

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  • Get Your Next Conversation Started Using This Proven Sales Script
    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.

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  • NEW Way to Offer Tax Prep Services, Without Any Extra Work
    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.

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  • 10 Advanced Tax Planning Strategies for Your HNW Clients
    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.

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  • Premium Financing Sales Script and Overview
    Thursday, March 12, 2020 UFC for Insurance

    Premium Financing Sales Script and Overview

    If your high-net-worth clients have a need for life insurance but don’t want to reduce their current cash flow or liquidate their existing assets, premium finance may be a viable solution.

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  • Life Insurance Objections Guide for Premium Financing
    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.

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