Life/Health Resource Center

ThinkAdvisor Life/Health offers a wide range of free whitepapers, case studies and industry analysis provided by industry leaders and created specifically for insurance advisors. View our free Resource Library content below today! For information on posting content or content syndication in the Resource Center, please contact Tracey Zwolak.

Resources From Universal Financial Consultants

  • Premium Financing Opportunity Workbook

    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. READ MORE ›
     

  • Case Studies: The Potential of Premium Financing with IUL

    There is nothing like a real-life example to validate a new strategy for your wealthiest clients. READ MORE ›
     

  • Advanced Wealth Planning Strategies for Sophisticated Financial Needs

    In an uncertain market, clients look to you for creative solutions. Offer them a way to boost wealth while protecting their loved ones. READ MORE ›
     

  • Agent Tool: Understanding the Premium Financing Process

    Use this tool to explain the premium financing process to your clients in a easy-to-follow way! READ MORE ›
     

  • Turn Existing Clients and Prospects Into Life Insurance Leads

    Prospecting to increase your life insurance sales does not have to be difficult. Using ready-made, automated marketing campaigns can take you from zero to launch in minutes! READ MORE ›
     

  • Overcoming Objections to IULs & Premium Financing from HNW Prospects

    Use these tips as a primer before you talk to High-Net-Worth (HNW) clients to ensure you can answer their questions and build trust. READ MORE ›
     

 

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