UFC STORY

For over 30 years, UFC has expertly supported their advisor clients with customized investment products, sales tools, techniques and training. The sum total of our energy and value is centered on equipping financial advisors to expand their business opportunities to achieve their idea of the PremiumLife™.

Watch to learn more about what motivates us on a daily basis.

Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales strategies to financial advisors across the United States. UFC is a founding member of Insurance Designers of America, one of the largest Brokerage General Agencies/Independent Marketing Organizations in the country and has access to the top insurance carriers and lending institutions in the industry.

UFC’s business affiliations allow our producers the best of all worlds: tremendous leverage and scale through tested and proven marketing and business processing programs, access to the industry’s top insurance carriers and products, unparalleled compensation arrangements, and good old fashioned customer service. We are proud of our independent, non‐captive offerings that underscore the value proposition we consistently deliver to our family of aadvisors every day.

Our President, Vincent Munno, CFP, CLU® trademarked The PremiumLife™ as not only a financial strategy to help clients achieve the retirement lifestyle and legacy transfer of their dreams, but also as a way of life for our advisors. At UFC, we believe in implementing proven strategies for that will streamline business processes to help them earn more in less time, allowing them to enjoy their success rather than working and worrying about maintaining it.

Your Back-office SUPPORT

Financial Design
Specialists

From the simple and straightforward to the most complicated of designs, our annuity and life case designers are second to none and assist in the marketing and implementation of any imaginable sales concept.

Our Financial Design Team Members were all selected through a rigorous analytical testing process by which they proved their competency and ability to employ the features of each product to optimize outcomes for the client.

Specializing in impaired risk, high profile, and large face amount cases, our underwriting associates coordinate the underwriting process with our product providers. Our underwriters prepare medical summaries for those cases which require special assistance or have a complicated risk profile. The key in this department is to expedite the review process with the goal of providing the most favorable assessment and offer.

Our contracting, processing, and commissions teams understand the critical importance of ensuring certain standards are maintained to make doing business easier for our partners. Our team members are expected to operate efficiently and accurately in all areas of business and professionalism as a reliable member of our partnered advisors’ back-office team.

UFC’s team of New Business Case Management Specialists is charged with ensuring the efficient and timely work flow of each application, from submission to policy delivery and all the steps in-between. The team is dedicated to providing continual communications with the carriers, our sales associates and the financial advisor, so as to make certain all requirements are effectively completed.

Universal Financial Consultants has brought together the best in the industry when it comes to building and promoting your brand. We spend one-on-one time with our partners to develop and perfect your image to help ensure you are not only establishing, but maintaining an excellent relationship with your clients and prospects. We review and offer optimization strategies for your website, printed materials, office atmosphere, prospecting strategy, referral strategy, and more.

Click Here to See Our Growth Programs.

Guiding Principles

“Our mission is to be the number one resource in the nation to help advisors and their clients achieve their idea of the PremiumLife™.”

Our advisors come first.

Our employees and sales associates are UFC’s greatest asset.

Building relationships and teamwork are critical to our success.

We must demonstrate honesty and integrity at all times.

It is our responsibility to maintain the organization’s strong financial foundation and to support its growth.

Our objective is for all clients to be aware of, and have access to, the best financial strategies available to help them achieve their biggest financial goals.

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.

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