Annuities

Resources

• 4 Easy Steps to Simplify Term Life Sales

  From Universal Financial Consultants

  Discover a groundbreaking shift in how independent advisors sell term life insurance and how you can leverage that methodology.

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• 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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• 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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