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13 key questions to ask in your first appointments

Get this list of Key Questions to help you..


  • Win Over New Relationships

  • Generate Thought-Provoking Conversation

  • Build Instant Rapport

  • Increase your 2nd Appointment Show & Success Rates!

Want to get in front of more people with the right story? let's talk.

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If you are a financial advisor specializing in estate and/or retirement planning who is motivated by making a real difference in the lives of your clients, we need to talk. We have been providing safe but powerful growth and protection opportunities for middle market families and affluent business owners for over 30 years. Let us show you how our life insurance, annuity, and premium finance designs presented through our irresistible marketing lens is helping advisors like you become the local hero in their area.

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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 ©2023 Universal Financial Consultants. All Rights Reserved.

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