Life/Health Insurance

Resources

• How to Attract the Wealthiest Business Owners with an 831(b) Plan

  From Universal Financial Consultants

  Discover a different sort of strategy that can help your business owner clients save millions of dollars a year in taxes and offset big risks.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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.

  Download Resource ›
• 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!

  Download Resource ›
• 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.

  Download Resource ›

Browse More Resources →