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  • Full-Service Event Management System with registration collection and online portal access with attendee asset and contact information
     

  • Monthly Masterclasses with program creators and proven producers with real case studies and tips on how the system increased their revenue by 5X-10X through more life insurance, annuity, and premium finance business
     

  • Unlimited 1-on-1 Training Sessions for you and your support staff that will optimize your results
     

  • Branding and Design Support for your Website, Banners, Print Material, and  MORE!

  • Complete Online Resource Center with your whitelabeled presentation, phone scripts, training videos, client fact finders, sample reports, and MORE!
     

  • Subscription to Retirement Analyzer so you can show you clients their current "at risk" and the improvement your suggestions will provide
     

  • Subscription to Award-Winning Automated Social and Email Marketing System with pre-written emails and pre-designed graphics that will increase client engagement and drive appointments
     

  • Locked-In Territory Rights for your local market

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program coaches

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JORGE VILLAR

Specializes In: Advanced Direct Marketing
 

Helps Advisors By: Getting the most out of their local market through specific messaging and targeting techniques for packed rooms and maximum appointment rates.

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VINCENT MUNNO, CFP®, CLU

Specializes In: Advanced Estate, Trust, & Legacy Planning
 

Helps Advisors By: Elevating their credibility by providing solutions that will solve the biggest problems for their biggest clients.

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STEVEN GILBERT

Specializes In: Building Irresistible Rapport with New Clients & Providing Innovative Asset Protection & Retirement Income Strategies
 

Helps Advisors By: Coaching them on how to build relationships and uncover gaps in planning and repositioning opportunities to save your clients thousands of dollars every year.

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HAZELY LOPEZ

Specializes In: Facilitating Effective ​Client Experiences
 

Helps Advisors By: Training their staff on the most efficient ways to create and organize their client events and follow up process that will result in optimized ROI's and referral opportunities.

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program features

WANT TO LEARN MORE? 

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RECENT RESULTS

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let's talk possibilities. 

800-661-6596    I    marketing@ufc.bz

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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