Wondering how to get there? Start with UFC. Together, we will explore the “Why” behind you and your business. We’ll learn about how your business is doing, what your goals for the next 12 months may be, and what your plans are for increasing revenue. If the foundation for a partnership is present, we’ll move forward to create one.
Our Proven 7 Stages to Success
01: PROFILING YOUR PRACTICE
In this stage, we learn about your current and ideal clients, helping you to segment them into A, B and C categories. We help you identify your strongest contributors to success. Ultimately, we want to find the answer to one question: Where can UFC make the biggest impact on your practice?
02: Quantifying Value & Building an Action Plan
Once we understand your goals, clients, and practice, we work together to quantify the value of our partnership. Using a customized method, we’ll identify your top opportunities for PremiumLife™ IUL and PremiumLife Plus™ premium financing cases and build an action plan. Our goal is to start helping you help your clients as quickly as possible.
03: GETTING APPOINTED
In this stage, we get you licensed and appointed online with our major carriers so you can move your insurance business over to UFC. Our dedicated support staff and automated online system make this process quick and painless.
04: BUILD YOUR KNOWLEDGE
Today’s life insurance strategies are complex and you’ll need a foundation of knowledge to build cases and answer client questions. Our experts will equip you with scripts, retail presentations, brochures, introductory points and everything else you need to speak to your clients. We’ll also be there to support you during initial client presentations.
05: DESIGNING CASES
In this stage, our internal experts will help you design cases for your top prospects, showing you how to incorporate client goals and integrate life insurance into existing strategies. Our goal is to help you build effective cases quickly and get clients approved.
06: AUTOMATING YOUR MARKETING
Referrals and prospecting are critical sources of new revenue and we have a fully automated, customized marketing suite to help deliver new leads. Our goal is to help you duplicate your A clients and bring more of them to your practice
07: MONITORING SUCCESS
We are committed to supporting you and investing in your success on an ongoing basis. Our team will regularly meet with you to review your action plan and monitor your progress toward your goals. We have found that this ongoing support system is critical to helping our partners meet their business and personal goals.
WE HELP ADVISORS SUCCEED
“UFC gave our business plan a tune-up. We’re seeing the results, and our path to sales growth is now crystal clear.”
Connect With One of Our Experts
Ready to learn more? Schedule a call to discuss your growth goals with one of our marketing experts. We’re excited to share our proven strategies for success and show you how to access our library of ready-to-go campaigns. One of our experts will be in touch within one business day.