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UFC stays focused on equipping and supporting me when I am ready to take the next step.

Mike

Financial Advisor

SALES STRATEGIES

Supporting Your Business Through Innovative Financial Design

At UFC, our goal is to help you and your clients create a premium life by becoming an extended part of your team. We train you to identify life insurance needs within your existing book of business and equip you to pursue complex insurance transactions, freeing up your time for what matters most to you.

Ready to take your first step to partnership? We’re ready, too.

PremiumLife™

Help clients create potentially tax-free income using IUL.

Your clients face critical risks to retirement success. PremiumLife™ is an advanced financial strategy that offers clients the protection of life insurance, plus the opportunity to create retirement income that is potentially tax-free, while protecting against downside market risk and creating a legacy through a high-value life insurance policy.

PremiumLife Plus™

Help wealthy clients buy the life insurance they need with the bank’s money.

PremiumLife Plus™ is an advanced financial strategy that allows HNW individuals to purchase the life insurance they need while minimizing the disruption to their existing financial strategies. By financing premiums, clients may be able to limit their initial out-of-pocket costs, retaining their personal capital for other personal and business purposes.

MARKETING

Start Seeing Results Today

Our partnership program is based on a shared goal of helping you achieve the rewards of a premium life. We provide access to the training, mentorship and turnkey marketing you need to nurture prospects and close life insurance deals. We offer three complete turnkey marketing solutions that are proven to attract clients and add revenue to your business.

Automated Marketing Platform

We make prospecting fast and easy.

Our automated marketing program includes a full suite of customizable lead-generation materials to capture and nurture leads. Our integrated campaigns surround prospects with targeted content that move them toward appointments – automatically – to free up your time. We also provide ongoing training, support and mentoring to help you use our sales tools and see immediate results in your business.

Tax Marketing Mentors™

Build a Tax Office in a Box.

We’ve partnered with over 300 CPAs to help you run a tax practice from within your business, without hiring expensive staff. Our program helps you add value to client relationships, generate more referrals through tax preparation and retain your clients.

PremiumLife for Business

Help business-owning clients valuate their business in minutes.

If your clients don’t know what their businesses are worth, they’re flying blind. That presents a solid opportunity for you to add value to those relationships. PremiumLife for Business’ easy-to-use online tool allows you to discover the worth of their business in minutes using a patented system. That gives you access to critical information about their business and finances – and be in a position to help them prepare effectively for tomorrow.

Connect With One of Our Experts

Ready to learn more? Request an invitation 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.

Sign up to receive additional information regarding our advisor services. Your information will not be shared and will be used in accordance with UFC’s privacy policy.

OUR CARRIERSWe work with the industry leaders