Life/Health Insurance

Resources

• 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

  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

  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

  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

  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

  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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