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Learn from industry expert, Vincent Munno, on how to capture the attention of elusive high net-worth prospects, effectively explain the value of premium financing, and solve BIG problems with BIG solutions.

Every last Wednesday at 1pmET.

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4.23.2024

  1. 7 Major Threats to the HNW Market and Stories that Create Urgency

  2. The Power of an Advanced Trust Planning Offer

  3. Marketing through Business Valuations

  4. Automated Email and Social Posts to Capture Attention on Auto Pilot

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2.28.2024

  1. The State of the Premium Financing Market

  2. UFC's Expertise

  3. Marketing to the HNW Market

  4. Customized Sales Track

  5. Estate Tax Estimator Tool

  6. Historical Returns Calculator

  7. Sample Proposal 

  8. Credit Estimator Tool

  9. Annual Review Report

  10. NO COLLATERAL Design Option

Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information.

 

Copyright ©2024 Universal Financial Consultants, a Simplicity Company. All Rights Reserved.

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