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 this, we set out on a mission to develop a marketing program that will entice pre-qualified individuals to attend our live or virtual events where we give a presentation that is strong enough to motivate the prospects to take action.
After launching over 1.7 Million campaigns, our team has gathered enough data to zero-in on the exact techniques that get 20-25 new qualified prospects on our calendar every single month. After experiencing the results for ourselves, we are now partnering with advisors across the nation to host live and virtual events in their area. Because of our confidence in the system, we are offering to invest in qualified advisors to get them started.
UFC works with both clients and financial advisors with one goal in mind: to ensure everyone we interact with has the knowledge of, and access to, strategies that will help them achieve their biggest financial goals. Through UFC’s alliance with major firms, it has become one of the top resources in the nation for proven client acquisition programs, successful annuity and life insurance selling systems, premium financing, streamlined processing, and compliance solutions that has helped countless advisors achieve their version of the PremiumLifeTM while helping more clients achieve theirs.
Vincent Munno, CFP®, CLU is the Founder and CEO of Universal Financial Consultants with over 35 years of experience in advanced estate and retirement planning. Vince built UFC on the principles of hard work, integrity, and the value of relationships; principals that are evident in every relationship he establishes. Vince trademarked PremiumLife™, a concept that consists of innovative investment strategies that help bring clients closer to achieving the life they’ve always dreamed of.
Since there are many programs that pose the promise of increasing business for advisors, it is hard to guess which will actually work. This is why we have invested our own time and money into testing strategies and bring our partnered advisors only those that work. Our partnered advisors have 24/7 access to award winning marketing software, instant e-ticket submission, real-time case status reporting, interactive premium finance design software, branded digital client presentation websites, and more. Let us know what your biggest pain point is, and we likely have a solution to take it off your plate!
The Complete New Client Acquisition Package Includes:
- Online Training & Resource Center
- Proven Invitations
- Presentation, Script, and Feedback Card
- Fully Branded Digital Sales Track
- Award-Winning Automated Follow Up System
We’re not looking to change what you’re doing. We just want to add another channel for success.
If you can answer “YES!” to these questions….
…we know we can help dramatically increase your revenue in a few short months. But don’t wait.
Since our model requires our internal consultants to be fully committed to the success of their advisors, we have caps on most of our programs. Call today to see how we can help make sure this is your biggest year yet.
- DO YOU HAVE AN OFFICE WITH DEDICATED SUPPORT STAFF?
- DO YOU BELIEVE IN THE POWER OF MARKETING?
- CAN YOU CLOSE BUSINESS WITH NEW CLIENT RELATIONSHIPS?
TO SEE HOW MANY PRE-QUALIFIED PROSPECTS ARE IN YOUR AREA, CALL FOR YOUR FREE CUSTOMIZED MARKET INSIGHT REPORT: 800-661-6596