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Resources
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![Script: How to Start the Premium Financing Conversation with Clients]()
Script: How to Start the Premium Financing Conversation with Clients
From Universal Financial Consultants
Use this script to describe a complicated strategy in a simple way to clients.
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![How to Get High Net-Worth Clients Asking to Meet with You]()
How to Get High Net-Worth Clients Asking to Meet with You
From Universal Financial Consultants
If you've tried seminars before but with lackluster results, it is likely because the system you were using was not targeting the right clients. Learn a better way to get qualified and motivated prospects coming to YOU for a time on your calendar.
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![The Ultimate Lead-Generation Playbook for Insurance Agents and Financial Professionals]()
The Ultimate Lead-Generation Playbook for Insurance Agents and Financial Professionals
From LegacyShield
This 12-step guide will help you turn prospects into clients and grow your business!
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![Premium Financing Opportunity Workbook]()
Premium Financing Opportunity Workbook
From Universal Financial Consultants
Use this guide to identify the best prospects for an IUL with premium financing strategy and learn how to introduce the benefits to your clients.
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![Why Client Engagement and Personal Referrals Are More Important Than Ever]()
Why Client Engagement and Personal Referrals Are More Important Than Ever
From LegacyShield
By reminding clients of what you bring to the table -- a real relationship -- and leveraging technology, you can stand out in a tech-dominated field and grow your business.
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