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Resources
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![Ideas to Help Strengthen Retirement Portfolios]()
Ideas to Help Strengthen Retirement Portfolios
From Lincoln Financial Group
Show your clients how adding life insurance to their retirement plan can offer more growth potential, downside protection and access to potential cash value so they can live the retirement they planned.
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![Guide: The Flexibility to Choose and Change Options]()
Guide: The Flexibility to Choose and Change Options
From Lincoln Financial Group
Learn more about a plan that provides significant growth potential and cash flow throughout your clients’ lives.
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![How Financial Advisors Can Differentiate Their Marketing]()
How Financial Advisors Can Differentiate Their Marketing
From Universal Financial Consultants
Discover how you can deliver revenue-driven targeted marketing efforts to your clients and prospects. Access an easy-to-use system that can help grow your business.
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![Overcoming Common Objections to Premium Financing]()
Overcoming Common Objections to Premium Financing
From Universal Financial Consultants
Use these tips to prepare for meetings with high-net-worth (HNW) clients so you know how to answer their questions ahead of time.
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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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![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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