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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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8.28.2024

42 minutes

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  1. The importance of focusing on flexibility due to uncertainty in tax laws and potential future changes.

  2. How to prioritize understanding clients' goals rather than leading with fear-based tax concerns.

  3. Discussing key estate planning strategies such as SLATs, GRATs, and family limited partnerships, all of which offer tax benefits and flexibility.

  4. Why and how life insurance is recommended not only for covering estate taxes but also for providing liquidity and protecting assets for heirs.

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7.31.2024

30 minutes

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  1. What type of business do they own and for how long?

  2. Do they have a succession plan in place?

  3. Do any of their family members/children work in the business?

  4. When was the last time they did a business valuation?

  5. What are their strategies for tax savings?

  6. What incentives and benefits to they offer to retain key employees, and how do they fund those programs?

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6.26.2024

25 minutes

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  1. Consequences of No Planning

  2. Vanderbilt vs Rockefeller

  3. Common Elements of Succession Planning

  4. Financing Example

  5. FLEX Example

  6. What We Do For You

  7. Sales & Marketing Summit

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5.29.2024

45 minutes

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  1. What is the "PremiumLife™"?

  2. The Power of Networking with Professionals

  3. Quantifying the Premium Financing Opportunity

  4. Questions to Profile Prospects

  5. Basic vs Leveraged Estate Planning

  6. Estate Tax Estimator

  7. Digital Marketing to the HNW Market

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4.23.2024

1 hr

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  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 hr
 

  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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