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Results > insurance: (4)

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FPA LIVE: Authors on Gen X and the Retirement Crunch
Wednesday, January 28, 2026 FPA Live Tune in to this fun series of conversations with interesting people who are doing interesting things in and out of financial planning. Each interview is held live over FPA's social media channels and provided here to allow you to tune in whenever you want.
Guide
Tax Season Isn’t Over for Extended Filers—Here’s How to Maximize the Opportunity
Thursday, May 8, 2025 Universal Financial Consultants Discover 5 High-Impact Strategies to Help Affluent Clients Reduce Tax Burden and Enhance Long-Term Planning
Guide
Is Premium Financing Dead?
Friday, October 4, 2024 Universal Financial Consultants Once a thriving strategy to help high-net-worth individuals (HNWIs) finance large life insurance premiums, recent market changes have caused many to question its future. But is it really dead, or is it simply evolving like a restless spirit?
Guide
The Crucial Role Life Insurance Premium Financing Plays in Business Succession Planning
Monday, June 24, 2024 Universal Financial Consultants Download this free guide to learn how life insurance premium financing can be the answer to protect against all 3 and provide more benefits for your clients and their heirs.