Public Post

January 16, 2024

3 Crucial Elements of Successful New Client Relationships

Building successful relationships with new clients is a cornerstone of business growth and sustainability. This article explores three crucial elements that contribute to the success of initiating and nurturing new client relationships. By understanding and implementing these key factors, businesses can create lasting connections, foster trust, and drive mutual success.

1. Effective Communication: The Foundation of Connection

Effective communication is the bedrock of any successful relationship, and the client-business dynamic is no exception. Establishing clear and transparent communication channels from the outset sets the tone for a positive and collaborative partnership. Key components of effective communication include:

a. Active Listening: Understanding the client’s needs, challenges, and goals is paramount. Actively listening to their concerns and aspirations demonstrates genuine interest and lays the foundation for tailored solutions.

b. Clear and Transparent Dialogue: Open communication builds trust. Clearly articulating expectations, deliverables, and potential challenges fosters a sense of transparency that is vital for long-term collaboration.

c. Adaptability in Communication Styles: Different clients may prefer distinct communication styles. Whether it’s regular meetings, concise email updates, or interactive workshops, adapting to the client’s preferences enhances the overall communication experience.

2. Customization and Personalization: Tailoring Solutions for Client Success

No two clients are identical, and recognizing and respecting their uniqueness is essential for a successful relationship. Customization and personalization of solutions demonstrate a commitment to understanding and meeting the client’s specific needs. Key considerations include:

a. In-Depth Understanding of Client Requirements: Conduct thorough assessments to gain insights into the client’s industry, challenges, and objectives. Tailoring solutions based on this understanding ensures relevance and effectiveness.

b. Flexibility and Scalability: Anticipate the client’s evolving needs. Design solutions that are flexible and scalable to adapt to changing circumstances, fostering a dynamic and responsive partnership.

c. Continuous Improvement: Regularly evaluate the effectiveness of implemented solutions. Solicit client feedback and use it as a catalyst for continuous improvement, ensuring that services align with evolving expectations.

3. Proactive Problem Solving: Turning Challenges into Opportunities

Challenges are inevitable in any business relationship. However, the manner in which challenges are addressed can define the success of the partnership. Proactive problem-solving involves anticipating issues and addressing them swiftly and efficiently. Key components include:

a. Risk Mitigation Strategies: Identify potential risks and develop strategies to mitigate them. Proactively addressing challenges before they escalate showcases a commitment to the client’s success.

b. Collaborative Approach to Problem-Solving: In times of challenge, collaborative problem-solving reinforces the partnership. Involve the client in finding solutions, fostering a sense of joint responsibility for overcoming obstacles.

c. Learning from Challenges: Each challenge presents an opportunity for learning and improvement. Analyze setbacks, implement corrective measures, and use the experience to enhance future collaboration.

Mastering the art of successful client relationships is a journey that requires dedication, strategy, and continuous improvement. At Universal Financial Consultants, we understand the importance of these three crucial elements—effective communication, customization and personalization, and proactive problem-solving. Our commitment extends beyond providing financial solutions; we are dedicated to helping you perfect these skills to turn more prospects into referral-generating clients.

Through our tailored training programs, mentorship initiatives, and cutting-edge resources, we empower professionals to navigate the complexities of client relationships with confidence and finesse. By honing these skills, you can elevate your client engagement strategies, foster lasting connections, and position yourself as a trusted partner in your clients’ success stories.

Unlock the potential for growth, collaboration, and referral generation with Universal Financial Consultants. Let us be your guide in transforming client relationships into mutually rewarding partnerships. Together, we can navigate the path to success and build a thriving network of satisfied clients who not only value your expertise but also become ambassadors for your business.

December 12, 2023

The Impending Sunset of the Federal Estate Tax Exemption in 2025

2025 is coming faster than we may think, bringing a crucial deadline for high net worth individuals and their financial advisors—the sunset of the Federal Estate Tax Exemption.

This event marks a significant shift in the tax landscape, providing a unique window of opportunity for individuals to reevaluate and optimize their wealth plans. In this blog post, we’ll explore the implications of the sunset and why financial advisors should leverage this moment to encourage their clients to take proactive measures.

Understanding the Federal Estate Tax Exemption:

The Federal Estate Tax Exemption sets the threshold at which an individual’s estate becomes subject to federal estate taxes upon their passing. As of now, the exemption is substantial, offering a shield for estates valued up to $11.7 million per individual or $23.4 million for a married couple. However, without congressional action, at the end of 2025, the federal estate tax exemption will be reduced to approximately $7 million per individual pending final inflation adjustments due to a “sunset” provision in the Tax Cuts and Jobs Act.

The Implications for High Net Worth Individuals:

For high net worth individuals, the sunset of the Federal Estate Tax Exemption presents both challenges and opportunities. Without proper planning, estates exceeding the new, lower exemption limit could face substantial tax liabilities.

Financial advisors play a crucial role in guiding their clients through this transitional period, helping them navigate potential pitfalls and capitalize on available strategies.

Encouraging Wealth Plan Reevaluation:

Financial advisors should emphasize the urgency of reevaluating wealth plans in light of the impending changes to the estate tax landscape. By proactively addressing the potential impact of the reduced exemption, advisors can help clients implement strategic measures to minimize tax exposure and preserve family wealth.

Key Strategies for Wealth Optimization:

Gift and Generation-Skipping Transfer Strategies:
Encouraging clients to leverage the current higher exemption to make substantial gifts or set up generation-skipping trusts can help transfer wealth to future generations, effectively locking in the current exemption levels.
Irrevocable Life Insurance Trusts (ILITs):
ILITs can be a valuable tool to provide liquidity for estate tax liabilities. Advisors should explore the option of establishing or updating these trusts to ensure adequate funds are available to cover potential tax obligations. And for the right clients, bank financing can be leveraged for the opportunity to create a healthy arbitrage and double-digit tax-free returns…without using the clients’ own money.
Charitable Giving:
Structuring charitable giving plans can be an effective way to reduce the taxable estate while supporting causes that align with the client’s values. Advisors can guide clients in exploring philanthropic strategies that align with their financial goals.

The sunsetting of the Federal Estate Tax Exemption at the end of 2025 presents a pivotal moment for high net worth individuals and their financial advisors.

By proactively reevaluating wealth plans, clients can optimize their financial strategies to minimize tax liabilities and preserve wealth for future generations. Financial advisors, equipped with a deep understanding of the changing tax landscape, can guide their clients through this critical juncture, ensuring a secure and tax-efficient legacy for years to come.

Universal Financial Consultants has earned its stellar reputation through years of dedicated service and a commitment to excellence. The firm’s team of seasoned professionals brings a wealth of experience and expertise in financial planning, tax strategies, and wealth preservation. With a client-centric approach, Universal Financial Consultants has become synonymous with trust, reliability, and a steadfast commitment to helping clients navigate the complexities of estate planning. Let us help you navigate the complex planning needs of your best clients and look like a total pro while doing so!

Call Us: 800-661-6596

Email Us: marketing@simplicityufc.com

September 15, 2023

8 Ways Seminar Marketing Plays a Crucial Role in the Success of Financial Advisors, According to AI

We didn’t say it, AI did! But we can’t say we disagree!

Seminar marketing can play a crucial role in the success of financial advisors for several reasons:

Establishing Authority and Credibility: Seminars provide a platform for financial advisors to showcase their expertise and knowledge on various financial topics. By presenting valuable and informative content, advisors can establish themselves as credible and trustworthy experts in the eyes of their audience.
Building Relationships: Seminars allow financial advisors to interact directly with potential clients in a more personal and engaging setting. This face-to-face interaction helps build trust and rapport, making it easier to form strong client-advisor relationships.
Education and Awareness: Seminars offer an opportunity to educate the audience about complex financial concepts, investment strategies, retirement planning, and other important topics. By providing valuable insights, advisors can help potential clients make more informed decisions about their financial future.
Niche Targeting: Advisors can tailor their seminar topics to specific niches or target markets, allowing them to reach individuals who are more likely to be interested in their services. This focused approach can lead to higher-quality leads and better conversion rates.
Networking Opportunities: Seminars attract a diverse audience, including professionals, business owners, and potential referral partners. Advisors can leverage these events to expand their professional network, collaborate with other experts, and potentially gain referrals.
Differentiation: In a competitive financial advisory landscape, seminars can help advisors stand out from the crowd. Hosting well-designed and informative seminars can distinguish an advisor as a thought leader in their field, setting them apart from competitors.
Word of Mouth Marketing: A successful seminar can lead to positive word-of-mouth marketing. Attendees who benefit from the seminar are likely to share their experience with friends, family, and colleagues, further enhancing the advisor’s reputation and reach.
Demonstrating Value: Seminars allow advisors to demonstrate the value they can provide to potential clients. By showcasing real-life case studies, success stories, and practical advice, advisors can help attendees see the tangible benefits of working with them.

In summary, seminar marketing can be a powerful tool for financial advisors to showcase their expertise, build relationships, generate leads, and establish themselves as credible professionals. However, it’s important to plan and execute seminars effectively to maximize their impact on the advisor’s overall success.

That last part is CRITICAL!

However, it’s important to plan and execute seminars effectively to maximize their impact on the advisor’s overall success.

Many other companies pride themselves on getting advisors in front of more people.

We understand that is just the START.

We not only fill the rooms for you, but we also…

Train you and your staff on what to say and how to say it to set at least 80% appointments AT the event
Help you build instant credibility with professional banner and marketing material design
Show you how to use the New Client Fact Finder as a guide to ask the right questions that will build rapport and uncover gaps in planning
Create client-specific landing pages that act as a digital presentation for you to walk your clients through the product solutions and answer any question or objection that may come your way
Help you maximize your ROI by generating more repeat business and client referrals
…and MORE!

We have helped countless advisors increase their life insurance, annuity, and premium finance business through our Marketing Advisors Into Millions program by not only getting them in front of targeted prospects but by helping them turn those prospects into clients.

Ready to unlock this opportunity in your local market? Call 800-661-6596 to get started.

WATCH ADVISOR SUCCESS STORY

August 18, 2023

10 Psychological Factors that Contribute to the Success of a Financial Advisor

The psychology of financial advisor success is a multifaceted and dynamic topic that involves both the psychological traits and skills of the advisor, as well as the interactions between the advisor and their clients.

Here are some key psychological factors that contribute to the success of a financial advisor:

Trustworthiness and Credibility: Clients are more likely to work with financial advisors they perceive as trustworthy and credible. Advisors who exhibit honesty, integrity, and a commitment to acting in their clients’ best interests build strong rapport and long-lasting relationships. Transparency in communication and ethical behavior are crucial for establishing and maintaining trust.
Empathy and Communication Skills: Successful financial advisors have strong interpersonal skills and the ability to empathize with their clients’ needs, concerns, and goals. Active listening, effective communication, and the capacity to understand and address clients’ emotional reactions to financial decisions are essential for building a strong advisor-client relationship.
Emotional Intelligence (EI): Financial advisors with high emotional intelligence can recognize and manage their own emotions and those of their clients. They can navigate challenging conversations, help clients make rational decisions in the face of market volatility, and provide emotional support during times of financial stress.
Financial Expertise: A deep understanding of financial concepts, investment strategies, tax implications, and estate planning is fundamental to a financial advisor’s success. Clients rely on advisors for their expertise and guidance in making informed financial decisions that align with their goals.
Goal Setting and Planning: Successful advisors help clients set clear financial goals and develop comprehensive, personalized plans to achieve those goals. They break down complex financial matters into manageable steps and provide clients with a roadmap for their financial journey.
Behavioral Finance Knowledge: Advisors who are well-versed in behavioral finance can anticipate and address common cognitive biases and emotional reactions that might lead clients to make irrational financial decisions. By understanding how psychological factors influence decision-making, advisors can provide guidance that helps clients avoid costly mistakes.
Adaptability and Continuous Learning: The financial landscape is constantly evolving, and successful advisors stay up-to-date with industry trends, regulations, and technological advancements. An openness to learning and adapting to changes is crucial for providing relevant and effective advice.
Confidence and Resilience: Financial advisors need to exude confidence in their recommendations and decisions while also being resilient in the face of market fluctuations and unforeseen challenges. A balanced approach that acknowledges risks while focusing on long-term strategies can instill confidence in clients.
Networking and Relationship Building: Building a strong network of professional contacts, including attorneys, accountants, and other financial experts, can enhance an advisor’s ability to provide holistic advice to clients. Collaborative relationships with other professionals can lead to referrals and a more comprehensive service offering.
Client Education: Educating clients about financial concepts and strategies empowers them to make informed decisions. Advisors who take the time to explain complex topics in understandable terms help clients feel more confident and engaged in the decision-making process.

So, in general, the psychology of financial advisor success involves a combination of technical expertise, interpersonal skills, emotional intelligence, and a client-centered approach.

Successful advisors create meaningful connections with their clients, provide personalized guidance, and help individuals and families navigate their financial journeys with confidence.

The team at Universal Financial Consultants helps financial advisors develop these qualities through ongoing group and 1-on-1 training sessions. As an advisor masters these skills and accompanies them with our start of the art presentation and marketing materials, they are bound to build a business they can sell for a multiple one day. To us, building a business that is really worth something is one of the major parts of the PremiumLife™!

August 4, 2023

6 Reasons Why Premium Finance is Still a Good Investment

Premium financing can be a compelling investment strategy for certain individuals under specific circumstances. While it may not be suitable for everyone, there are scenarios where premium financing can offer valuable benefits and opportunities. Here are some reasons why premium financing could still be considered a good investment:

Leveraging Investment Capital: Premium financing allows individuals to leverage borrowed funds to acquire a substantial life insurance policy that they might not otherwise afford with their current capital. This can be especially advantageous for high-net-worth individuals who want to maximize their estate planning and legacy goals.
Preservation of Capital: By using borrowed funds to cover insurance premiums, policyholders can retain their capital for other investment opportunities that have the potential to yield higher returns, such as real estate, business ventures, or market investments.
Estate Planning and Wealth Transfer: Premium financing can facilitate the efficient transfer of wealth to heirs and beneficiaries, potentially providing a tax-efficient method for passing on assets. It can help address estate taxes and provide a legacy for future generations.
Diversification: Allocating funds to premium financing diversifies an individual’s investment portfolio by incorporating an insurance component. This can add a layer of protection and stability, especially when other investments are subject to market volatility.
Tax Advantages: Life insurance policies obtained through premium financing can offer tax-deferred growth on cash value accumulation. Additionally, death benefit proceeds are generally income tax-free for beneficiaries, enhancing the overall tax efficiency of the strategy.
Long-Term Planning: Premium financing is often part of a comprehensive long-term financial strategy. The policy’s cash value growth, combined with its death benefit, can provide a safety net and financial security during retirement or other critical life stages.

It’s important to note that premium financing involves complexities and risks, such as interest rate fluctuations, potential policy lapse, and the need for ongoing monitoring and management. This strategy requires careful evaluation, thorough financial analysis, and the guidance of knowledgeable professionals, including financial advisors, insurance experts, and estate planners.

Ultimately, the suitability of premium financing as an investment depends on an individual’s unique financial situation, goals, and risk tolerance. Consulting with professionals and conducting a thorough analysis will help determine whether premium financing aligns with an individual’s overall financial plan.

Financial Advisors trust Universal Financial Consultants to enhance their advanced markets offerings, including premium financing. UFC’s talented team swiftly analyzes complex data, interest rate trends, and policy projections, aiding in meticulous risk assessment and optimal policy structuring.

With real-time insights, UFC provides advisors and their clients personalized recommendations, ensuring the clients’ premium financing plans align seamlessly with their long-term goals.

UFC has developed a strong reputation in the industry for their ability to streamline calculations, facilitate informed decisions, and navigate the intricate landscape of premium financing, enhancing advisory services and elevating your clients’ financial success.

Let’s get started on a design today. 800-661-6596

April 19, 2023

How to Turn Life Insurance Into a Powerful Asset Class

Many Americans are worried about achieving and maintaining their ideal lifestyle in retirement as taxes and healthcare costs continue to rise. Moreover, the threat of market volatility and the likelihood of living longer causes for even more concern when discussing the security of their portfolio. Another top concern is the threat of family dynamics. Although rarely addressed ahead of time, it is extremely common for disagreements and conflict to arise when trusts and wills are not properly designed, which can become a large source of additional stress during an already difficult time of loss. No one can predict the future. That’s why, in times of volatility and uncertainty, it is important to revisit retirement plans to ensure protection against these threats and provide a level of control.

Today’s Top Threats to Retirement Success:

Market Volatility
Longer Lifespans
Higher Taxes
Rising Cost of Healthcare
Family Dynamics

Whether your clients are saving for, approaching, or already in retirement, it is likely they have an idea of the ideal lifestyle and legacy they would like to achieve and maintain. Here at Universal Financial Consultants, we trademarked the PremiumLife™ strategy, which is a uniquely designed financial strategy that helps clients achieve the lifestyle and legacy they’ve always dreamed of. What does the PremiumLife™ look like to you? Will you be traveling the world? Possibly gifting the opportunity of a college education for your grandchildren? Or simply enjoying your days on the boat you’ve had your eye on? To us, the PremiumLife™ is full of friends, family, rich experiences, and confidence in your own success and that of clients and friends.

The PremiumLife™ Strategy provides clients the advantage of building and protecting their assets – for them and the well-being of their family. It offers the opportunity to create supplemental tax-free retirement income, protect against downside market risk, and create a legacy through a high value life insurance policy. With its flexible premium options, provisions for healthcare funds, and the performance stability of the top insurance carriers in the world, we strongly believe it makes a for a powerful contribution to any portfolio.

PremiumLife™ contains an Indexed Universal Life policy that accumulates cash value through interest credits based on the performance of a stock market index. Traditional investments can fluctuate with the ups and downs of the market; though PremiumLife™ strategies are based on the performance of market indexes, they are not directly invested in the stock market. Instead, interest is credited to the policy’s cash value based on the performance of an index, such as the S&P 500. Various index allocations are available so you and your client can select one that aligns with their goals and risk tolerance. These index allocations can be changed each year, on the policy anniversary, as conditions warrant.

How It Works:

Client pays a premium to the insurance company who will then invest the majority of that premium into a general portfolio of high-grade bonds, while the rest is used to purchase an option hedge strategy tied to an index to pursue growth and hedge performance risk.
The general portfolio is designed to grow back to the original premium amount, and is protected from market losses.

As the allocated index experiences growth, interest credits will be added to the policy’s cash value. If the index does not experience positive growth, the options simply expire and only the purchase price of the option is lost.

As the cash value in the policy grows, the client can decide to take tax-free distributions from the policy or simply allow the death benefit to grow in favor of its beneficiaries, also tax-free.

Are you ready to take the next steps to helping more clients build a worry-free retirement?

Exclusive automated email and social media drip marketing campaign that converts to appointments
Customized, scripted, and fully branded digital presentation that helps handle any objection that may come your way
Interactive calculators and proof from real policies on how the PremiumLife™ Plan beats traditional investment practically every time

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April 14, 2023

The Wealthiest Audience of Your Career

$100MM in assets.
It was the WEALTHIEST audience of his career.

He had never seen anything like it.

Martin E., a financial advisor in California, knew there were wealthy families in his area but never thought so many would show up to one event.

50 couples registered.
37 of those couples had over $3MM in income producing assets.
27 of them set appointments.

We’re seeing amazing results from these programs nationwide.

With today’s uncertain economy, clients are scrambling for a second opinion on how to protect and build their assets.

Our proven pre-designed presentation opens their eyes to common wealth destroyers and the detriment of not having a proper plan in place that could be catastrophic for their family and businesses.

Our unique close has clients lining up to get a spot on your calendar.

If you’re ready to get in front of more of your ideal clients, let’s talk. If your territory is still available, we will show you…

How many targeted clients are within a 20 miles radius of your office
The proven process that gets them in one room at the same time
The fool-proof presentation materials that are fully customized with your brand
The easy-to-follow roadmap that will keep you on track every step of the way
Sales tools used in appointments 1-4 to help you close more cases faster

THE FIRST STEP:

Request your Market Insight Report by calling 800-661-6596 or CLICKING HERE to see how many targeted and pre-qualified clients are in your area (you’ll get your report in 24 hours and it’s completely FREE!)

Let us get you in front of more of the right clients with the right story. After spending our own time and money perfecting this program, we are confident it will dramatically increase your life insurance, annuity, and even premium finance production.

September 21, 2022

How to Make Digital Marketing the Easiest Part of Your Business

Watch how easy it is to but your digital marketing on auto-pilot with ready-to-launch email and social media campaigns. PLUS get exclusive content and pricing through your partnership with UFC! Visit www.ufc.snappykraken.com to learn more.

September 10, 2022

5X Your Investment in 4 Months

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

August 1, 2022

How to Use Business Valuations as a Powerful Marketing Tool

Knowing the true value of a business is critical to proper business planning and achieving both personal and financial goals. However, many business owners avoid or put-off getting a business valuation because it can take so long and cost so much.

Times have changed. Advisors now have access to an online system that will help them serve business owner clients better through providing certified business valuations. These reports include valuable information to make sure they are properly insured, diversified, and funded.

Not only will advisors receive a 28-page valuation report, but also an insurance value report that will help them uncover gaps in planning and provide solutions that will better position their clients for success.

STEP 1: DISCOVER

Provide your business owner clients and prospects a comprehensive valuation and insurance value report based on over 143 data points.

STEP 2: UNCOVER

Allow UFC’s team to help uncover dangerous gaps in planning and help identify solutions that will solve their complex needs.

STEP 3: LEVERAGE

Implement strategies that will leverage your client’s wealth and help them use it to secure better protection and create more tax-free wealth.

UFC has helped countless financial advisors work with sophisticated business owners across many different industries:

Hotel Owners
Farmers
Ranchers
Car Dealership Owners
Construction Companies
Private Family Offices
Real Estate Professionals
Professional Athletes
MORE!

Offering business valuations is an approach that has proven to be extremely successful when establishing rapport with new prospects, or motivating existing relationships to take action. Through a simple online form, our system pulls data from over 143 points and returns a 28-page report with explanations on the following metrics:

Asset Value
Equity Value
Enterprise Value
Liquidation Value
Return on Equity (ROE)
Receivables Conversion
Inventory Turnover
Debt-to-Equity Over Time
MORE!

After reviewing the valuation and insurance reports, our team at Universal Financial Consultants can help uncover different planning opportunities that may make a big difference for your client.

If they meet certain qualifications, we can help design a plan that leverages their net-worth to create tax-free wealth without disputing their operating or investment cash flow. *HINT: they use the bank’s money, not their own.

Top reasons business owners implement this leveraging strategy:

Create & Fund Buy/Sell Agreements
PRotect Against Big Business Debt
Fund & Grow Private Pension Plans

If you have a client in mind, call us to learn how you can get your first valuations completely FREE! 800-661-6596