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Navigating the Emotional Landscape of Wealth Transfer in Blended Families
Thursday, January 15, 2026 Universal Financial Consultants Today, over 40% of U.S. families are blended, and nearly 42% of adults have at least one step-relative. Without proactively managing these underlying psychological dynamics, even the most robust legal documents can succumb to conflict and fragmentation, ultimately eroding both the family's wealth and their relationships.
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How to Use Business Valuations as a Powerful Marketing Tool
Monday, January 9, 2023 Universal Financial Consultants Uncover gaps in planning for High-Net-Worth clients and provide sophisticated solutions that will satisfy their complex needs.
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No Collateral Premium Finance
Wednesday, December 21, 2022 Universal Financial Consultants One agent placed $1.5M in target premium through this program just in the last 4 months!