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5 Ways to Engage Clients Through the Holiday Season
The holidays are a time when clients are reflecting on their families, their future, and the legacy they want to leave behind. For advisors, it’s the perfect opportunity to deepen […]
Reclaiming Time for Clients After a Health Setback: The Power of Guaranteed Income
As financial advisors, we know numbers tell a story. But behind every account balance, projection, or illustration is a person — often with fears, dreams, and life events that change […]
Unlocking Growth & Protection: The Power of Pairing an Annuity with an IUL
Many clients approaching retirement want three things: ✅ Protection from market volatility ✅ Tax-efficient income ✅ A meaningful legacy for their family There’s a strategy that addresses all three — […]
The False Security the “Big Beautiful Bill” Is Giving Business Owners
With the recent passage of what’s being dubbed Trump’s “One Big Beautiful Bill,” many high-net-worth families and business owners are feeling a premature sense of relief. The legislation—which notably raises […]
Why Tax Season Isn’t Over (Especially for Your Most Affluent Clients)
For many high-income earners and successful business owners, filing a tax extension isn’t about procrastination — it’s a planning strategy. If you work with extended filers, the months between now […]
When Life Insurance Isn’t an Option: Legacy Planning with Fixed Index Annuities
For many pre-retirees, life insurance has long been the go-to tool for legacy planning. But what happens when it’s no longer feasible? Whether due to age, health limitations, or insurability […]
The Two Questions That Can Predict Retirement Success (And They’re Not What You Think)
Many advisors approach retirement planning with a focus on portfolio size, asset allocation, and beating benchmarks. But the reality? Those numbers don’t always reveal the real probability of success in […]
Leveraged Life Insurance Without Collateral? Yes, It’s Possible.
Premium financing has long been a powerful tool for high-net-worth individuals looking to acquire large life insurance policies without tying up significant capital. But there’s always been one major hurdle: […]
3 Crucial Elements of Successful New Client Relationships
Building successful relationships with new clients is a cornerstone of business growth and sustainability. This article explores three crucial elements that contribute to the success of initiating and nurturing new […]
The Impending Sunset of the Federal Estate Tax Exemption in 2025
2025 is coming faster than we may think, bringing a crucial deadline for high net worth individuals and their financial advisors—the sunset of the Federal Estate Tax Exemption. This […]
8 Ways Seminar Marketing Plays a Crucial Role in the Success of Financial Advisors, According to AI
We didn’t say it, AI did! But we can’t say we disagree!
10 Psychological Factors that Contribute to the Success of a Financial Advisor
The psychology of financial advisor success is a multifaceted and dynamic topic that involves both the psychological traits and skills of the advisor, as well as the interactions between the […]
6 Reasons Why Premium Finance is Still a Good Investment
Premium financing can be a compelling investment strategy for certain individuals under specific circumstances. While it may not be suitable for everyone, there are scenarios where premium financing can offer […]
How to Turn Life Insurance Into a Powerful Asset Class
Many Americans are worried about achieving and maintaining their ideal lifestyle in retirement as taxes and healthcare costs continue to rise. Moreover, the threat of market volatility and the likelihood […]
How to Make Digital Marketing the Easiest Part of Your Business
Watch how easy it is to but your digital marketing on auto-pilot with ready-to-launch email and social media campaigns. PLUS get exclusive content and pricing through your partnership with UFC! […]
5X Your Investment in 4 Months
At Universal Financial Consultants, we believe if you want to start closing bigger deals you have to start telling the right story to more of the right people. To accomplish […]
How to Use Business Valuations as a Powerful Marketing Tool
Knowing the true value of a business is critical to proper business planning and achieving both personal and financial goals. However, many business owners avoid or put-off getting a business […]
[VIDEO] Important Elements of Annuity Design
It’s ALL in the details and UFC doesn’t miss a single one!
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