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Video
Monday, October 10, 2022
Universal Financial Consultants
How to Attract the HNW Audience
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
Monday, October 10, 2022
Universal Financial Consultants
New Clients for Killer Q4
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
Friday, September 9, 2022
First Income Advisors
Exclusive Turnkey System Generates 20 Qualified Appointments Per Month!
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
Tuesday, July 26, 2022
Universal Financial Consultants
3 Ways to Automate Your Lead Generation for 2023
Download this free guide and learn 3 strategies UFC utilizes itself that generate an average of 34 new qualified leads every month!
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
Universal Financial Consultants
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
Universal Financial Consultants
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
Universal Financial Consultants
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.
Research / Report
Thursday, February 3, 2022
Universal Financial Consultants