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Resources
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How to Manage the Impending Wealth Transfer
From Black Diamond Wealth Platform
This paper explores some critical strategies investment advisors can undertake now to increase the likelihood of retaining client assets, in preparation for what is expected to be the biggest generational wealth transfer in history.
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Your 1040 Tax Guide Cheat Sheet
From Gradient Insurance Brokerage, Inc.
You may not have complete financial records from your clients, but you can still get critical information from their basic tax form.
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Advanced Wealth Planning Strategies for Sophisticated Financial Needs
From Universal Financial Consultants
In an uncertain market, clients look to you for creative solutions. Offer them a way to boost wealth while protecting their loved ones.
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Advisor Presentation: A Good Financial Services Professional Acts As a Quarterback
From Gradient Insurance Brokerage, Inc.
It’s tough for any client to remember the ins-and-outs of tax reform, but you can help lead their professional team.
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Agent Tool: Understanding the Premium Financing Process
From Universal Financial Consultants
Use this tool to explain the premium financing process to your clients in a easy-to-follow way!
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Turn Existing Clients and Prospects Into Life Insurance Leads
From Universal Financial Consultants
Prospecting to increase your life insurance sales does not have to be difficult. Using ready-made, automated marketing campaigns can take you from zero to launch in minutes!
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Overcoming Objections to IULs & Premium Financing from HNW Prospects
From Universal Financial Consultants
Use these tips as a primer before you talk to High-Net-Worth (HNW) clients to ensure you can answer their questions and build trust.
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Safely increasing your sales with IULS
From Kansas City Life
Finding the best IUL for your practice.
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[Advisor Tool] Survivor Income and Cash Needs Analysis Worksheet
From Kansas City Life
Help your clients secure their loved ones’ future with this useful worksheet.
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