Universal Financial Consultants

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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.
Guide
Discover the Key Differences Between Trusts and Wills
Friday, April 19, 2024 Universal Financial Consultants As a seasoned financial advisor, you understand the significance of trusts and wills in protecting and controlling wealth. However, delving deeper into these strategies can unveil a world of possibilities for effectively managing estates and maximizing benefits for your affluent clientele.
Guide
7 Reasons Business Owners Use Premium Financing To Retain Capital
Thursday, November 2, 2023 Universal Financial Consultants Retaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.
Guide
How to Defer Capital Gains Taxes and Have a Bank Pay Them Instead
Friday, October 13, 2023 Universal Financial Consultants Many successful individuals have assets that have appreciated significantly, and are looking for a structured approach to deferring capital gains taxes.
Research / Report
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.
Research / Report
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!
Guide
3 Big Ideas to Create More Client Conversations
Friday, December 16, 2022 Universal Financial Consultants Download this instant-access guide for 3 ideas on how to provoke thought and generate more conversations that will motivate them to take action!
Guide
Get Your Next Conversation Started Using This Proven Sales Script
Tuesday, November 15, 2022 Universal Financial Consultants Over the past 30+ years, Premium Financing has proven to be a successful strategy for qualified clients looking to protect assets and generate wealth without disrupting cash flow they could be using for investment opportunities. With current interest rates at a historic low, now is a great time for qualified individuals to take advantage of Premium Financing.
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