Universal Financial Consultants

The UFC comprehensive suite of products, tools and selling solutions is constantly evolving, growing and building along with each financial professional. Deployment of our acquired knowledge base occurs daily, and the breadth of our resources enhances the individual financial professionals’ practice no matter what their particular areas of expertise may be.

The UFC spectrum of products and services include every known variation of annuity, life insurance and individual disability insurance. In addition, UFC offers an array of alternative investment programs that is unique in our marketplace, and therefore provide our advisors sales opportunities unknown to most of our competitors. As one might expect each product and service area is fully supported through our online resources to provide not only carrier information, forms’ engine, business development opportunities, advanced marketing, sales support, sales incentives & promotions and illustration quote software.

About UFC

Universal Financial Consultants (UFC) is an insurance and investment consulting organization that specializes in providing state-of-the-art, turn-key sales solutions 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. UFC’s business affiliations allow its producers the best of all worlds: tremendous leverage and scale, access to the top insurance carriers and products, unparalleled compensation arrangements and good old fashioned local customer service support. UFC is also proud of its independent, non‐captive offerings that underscore the value proposition UFC consistently delivers to its family of agents day-in and day-out.

Our Mission

Universal Financial Consultants has a straightforward purpose—to help financial professionals grow their businesses with more efficiency and greater profits.

Our Beliefs

Our Values

Service:

The positive experience our advisors and agents have with our organization is why we are the BGA/IMO of choice.

Excellence:

We provide financial services to our customers at the highest professional and ethical standards.

Reliability:

Our financial service professionals rely on us and are able run their businesses with a sense of comfort and trust, knowing we will fulfill our obligations to them without compromise.

Our Strategy

Our Vision

With a strong commitment from each of us, UFC will make it possible for thousands of people across the country to have the best experience possible in acquiring and distributing financial and insurance products. We want to build and maintain a lasting legacy as a trusted team of financial professionals.

The UFC Way

The UFC Way expresses what is most critical to our work as an organization. The UFC Way is UFC’s philosophy: a set of guideposts and beliefs articulated by the current partners of UFC, to be passed down to colleagues who carry on this important work in the future. Our goal is for The UFC Way to become a lasting legacy, rooted in the highest ideals and meaning to our lives and to our work, and brings us together for the higher purpose of providing the best our industry has to offer. It differentiates us from our competitors and is at the core of why agents and advisors choose to work with UFC.

Cutting Edge Resources

All too often we have heard that technology makes doing business more complicated. UFC is out to change that misconception. The UFC online presence is a comprehensive tool kit that every financial professional can use to increase their success and efficiency. Through our website, www.ufc.bz , tools are available 24/7 which provide on demand sales and marketing support to advisors.
Some examples of our resources include: