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Resources
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Case Studies: The Potential of Premium Financing with IUL
From Universal Financial Consultants
There is nothing like a real-life example to validate a new strategy for your wealthiest clients.
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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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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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