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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.
White Paper
Four Creative Ways Your Clients Can Utilize Life Insurance
Monday, August 28, 2023 Modern Life From minimizing tax burdens and equalizing inheritances to charity donation and building generational wealth, explore 4 creative ways your clients can utilize life insurance beyond traditional ways and unlock hidden benefits for a secure financial future.
White Paper
Maximize the Likelihood of Securing Coverage for High-Risk Individuals
Friday, July 14, 2023 Modern Life In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.
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