WHAT IS YOUR IDEA OF THE PREMIUMLIFE™?
To us, the PremiumLife™ consists of friends, family, wonderful memories, and the confidence in your own success as well as that of clients and friends.
Truly, the PremiumLife™ can be whatever you want it to be.
The team at Universal Financial Consultants has gathered the best of the best resources in the industry when it comes to marketing, product knowledge, financial design, and case management to help you achieve that ideal lifestyle for you and your clients.
What do we mean when we say we want to help you achieve your PremiumLife™? Watch this short video to hear straight from our President, Vince Munno!
OUR PROVEN MARKETING PROGRAMS
The Marketing Yourself Into Millions Program has helped countless advisors double, and sometimes triple, their life insurance, annuity, and premium finance production by putting them in front of more of the right prospects.
The program puts you in front of highly targeted prospects and provides the sales tools that help you place more life insurance, annuity, and premium finance business. These transactions are not only game changers for the clients, but for your firm as well.
Unlock response data gathered from over 1.7 million client marketing campaigns and utilize the most powerful channels in the industry, with our coaching, for dramatic results. The program will help you tell more of the right people the right story in order to keep your calendar booked with new clients who are motivated to take action.
THE PREMIUMLIFE™ CAN BE WHATEVER YOU WANT IT TO BE.
We trademarked the concept of The PremiumLife™ as both a financial strategy and way of life. When we sit with a financial advisor or client, we first discuss what The PremiumLife™ looks like to them.
Whether it be traveling the world, leaving a legacy that will last multiple generations, or spending less time at the office and more time doing the things they love with the people they love, we help identify their ideal lifestyle and design a specific plan to help them achieve it.
In pursuit of helping more people achieve their idea of The PremiumLife™, we provide dedicated support to financial advisors across the nation so they can tell the right story to more of the right people.
Our proven programs and marketing resources will help you become the go-to resource in your area for tax, estate, and retirement planning for both Middle America and Ultra Wealthy families.
Rather than just pushing product and shuffling paperwork, we invest time and money into the relationships we develop so our partners can be confident that they are receiving top-notch marketing and sales support that will help them achieve their biggest goals.
WE HELP ADVISORS SUCCEED
If you are an established advisor looking to scale your business, provide better solutions to your clients, and work with more high net-worth individuals, we need to talk. We help advisors create more time to enjoy success rather than worrying about maintaining it.
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.