For Financial Advisors Ready to Achieve 6 and 7-Figure Growth

The PremiumLife Experience

Exclusive, Application-Only3-Day Conference

November 7-9, 2018Grand Hyatt Tampa Bay, FL

Apply to Attend* *Save $155 by registering before September 14!
Only 13 seats left!$550 Early Bird Pricing only $395 through
September 14 EXTENDED THROUGH SEPTEMBER 30th!
 

Presented by:

Join Industry-Leading Experts for 3-Days of Cutting Edge Presentations and Strategies That Top Advisors Are Using to Earn a 7-Figure Income.

Discover the Latest Systems, Processes, and Strategies Being Used by Top Financial Advisors to:

  • Generate $350k in sales per event using Seminar Selling Systems
  • Develop a Stream of Qualified Leads on Autopilot
  • Automate Marketing, Lead Follow-Up and Appointment Setting
  • Access Ultra High-Net-Worth Clients
  • 2x, 3x, or Even 4x Your Income
    ...and more.

Learn the Secrets to Unlock Revenue Opportunities and Provide Cutting-Edge Solutions for Your Clients Through:

  • IUL: An asset class that’s producing tax-free income
  • Creating wealth with leverage
  • Unique tax saving strategies
  • Premium financing
    ...and more.

Strategies Developed, Tested, and Refined for 7-Figure Results Over the Last 10 Years by Universal Financial Consultants - The Industry-Leading IMO.

Universal Financial Consultants (UFC) has been developing industry-leading strategies and tactics used by advisors nationwide to achieve 7-figure incomes.

With 35+ years experience, founder Vincent Munno experienced first-hand what it’s like as an advisor to struggle with maintaining client relationships and seeking new client opportunities, chasing leads for unqualified prospects, and busying himself with clients whose product lines weren’t substantial enough to sustainably manage.

Vince knew there had to be a better way to earn more revenue from existing clients, attract qualified prospects, and gain access to a stream of ultra high-net-worth individuals and committed himself to “cracking the code.”

Vince set out to do just that. He founded UFC and began to develop the simplest and most effective systems and processes to help advisors better serve their clients, attract more qualified leads, and increase their income.

It took over a decade, and the unique (and little-known) strategies that will be presented to you are the fruits of his labor. Last year the UFC team helped multiple advisors use these exact strategies to earn over $1MM in personal production.

Apply to Attend*

*Save $155 by registering before September 14!
Only 13 seats left!

ThoughtLeaders
MarketingStrategies
ProvenSystems
GuaranteedSuccess

Here’s What Advisors Are Saying About These Strategies

“I wrote the biggest case that I’ve ever written with UFC and it’s through their competitive product and plan design that I was able to do that.”

-Vince H.

“My whole career I’ve worked with estate planning and large cases but it takes it to a whole new level when they can finance some of these large premiums … what I like about what UFC has done is that they have come up with a program that mitigates a lot of the problems that I used to see in what I would call traditional premium financing whether it was interest rate mitigation or the product itself … we’re working probably five different premium financing cases right now and the one that we just recently closed was probably four to five times larger than any case I had closed in my career … since I’ve started work with UFC my revenue has more than doubled.”

-Scott R.

“UFC has enabled me to spend a lot of quality time with my family and given me the ability to raise the level of income that I’ve made over the last year by three times … and the way they have done that is by providing me with the support and the education that I’ve needed to make myself more efficient. Whether it’s on an automated basis or just going out there and being better prepared to work with clients … UFC has just made my life a lot more streamlined. I’ve been able to serve my clients better, spend quality time with my family, and raise my level of income by more than three times in the last year.”

-Michael R.

“UFC has presented me with opportunities that were previously unknown to me … they’ve opened avenues to my clients and to myself that were previously untouched by my clients, and access to those markets has been very successful in the eyes of my clients … and I see the smiles of my clients and I see the results that they’re getting. It’s been a win win. I love that. My experience with UFC represents a larger financial gain to me than I’ve recognized in all my 12 years.”

-Doug G.

Apply to Attend*

*Save $155 by registering before September 14!
Only 13 seats left!

Event Details

When

November 7-9, 2018

Where

Grand Hyatt
2900 Bayport Drive, Tampa, FL 33607

Logistics

Flying? Use the Tampa International Airport.
Driving? Click here for directions.

Lodging

Your registration includes a room at the Grand Hyatt and will be booked for you.

Registration

Registration is by application only to ensure that all attendees are qualified to succeed using these advanced strategies.
$550 Early Bird Pricing only $395 through
September 14 EXTENDED THROUGH SEPTEMBER 30th!

We are committed to an interactive, hands-on experience and only have 13 seats left.

Apply to Attend* *Save $155 by registering before September 14!

Preliminary Agenda

(Subject to change)
The strategies, systems, and processes we’ll be revealing will prepare you to potentially earn up to 2x, 3x, or even 4x your income.

A Hands-On and Interactive Conference Like Nothing You’ve Attended Before

Unlike the typical advisor conference where you sit idly in the audience and listen to “experts” drone on, this event will have you interacting with advisors just like you who are successfully using these strategies. Each speaker will reveal the most powerful components of their strategy in a hyper-focused 15 minute presentation. After that, advisors who are successfully using these strategies will be invited to the stage to share their secrets and answer your questions in a LIVE Q&A. Come learn from industry-leading experts who are using these exact strategies. If you’re looking to achieve 6 or 7-figure revenue growth, then this is an event you do not want to miss!

6:30pm - 7:30pm
Cocktail Hour
7:30pm - 8:30pm
Welcome Presentation: Embracing New Strategies to Achieve More in Life
8:30am - 9:15am
Breakfast Buffet
9:15am - 9:30am
Welcome by Vincent Munno
9:30am - 10:00am
Better Than Annuities (90% Of The Time)

What if you had access to an asset class that could help your clients create tax-free income? What if it could also enable them to participate in the upside of the market while simultaneously protecting them from the downside? What if that product was also extremely affordable for your clients while still paying you well? Well, there just happens to be such a solution, and we call it PremiumLife™. This presentation will teach you how you can use it to serve your clients better and generate more revenue.

10:00am - 10:30am
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.

10:30am - 11:00am
Two Strategies That Attract the Wealthiest Business Owners (Strategy One)

Big businesses have big risks! Many of these risks cannot be covered with traditional insurance. This is why many successful business owners are setting up their own insurance companies. If you know about this strategy and have resources to help businesses get this done, you can attract massive clients! And here's a side benefit: this strategy can help your clients deduct up to $2.3M per year from their taxes! What wealthy business owner wouldn’t want to save that kind of money on their taxes? This is an advanced strategy all elite advisors should know about!

11:00am - 11:30am
Two Strategies That Attract the Wealthiest Business Owners (Strategy Two)

As an advisor, one of the best things you can do to attract large clients is to become an expert at helping them save money on taxes, thus enriching them. This session will teach you a solution. For clients who own tangible property in their business, cost segregation can help them accelerate the depreciation on that property, thus leading to increased operating cash flow. If you want to work with business owners, you need to learn about this!

11:30am - 12:15pm
Lunch provided by UFC
12:15pm - 1:00pm
The Seminar System That Generated $350k in Just Four Weeks

Our exclusive seminar system has been tested in the trenches and is producing serious results. We’ll be revealing our proven system for bringing in a steady stream of qualified prospects. You’ll get your very own copy of the personalized presentation, script, and automated follow up system, along with one-on-one coaching from our experts to help you close the sales.

1:00pm - 1:30pm
How to Master the NEW Prospecting Formula

Learn the three-part formula Snappy Kraken uses to generate qualified leads for advisors while you sleep (or golf, or do whatever you love). It runs automatically, attracts ideal prospects, builds credibility, and produces measurable results. Other industries have used this method to increase qualified leads by over 400%, and most advisors don’t even know about it. If you’re looking for a better way to grow your business with technology, then you won’t want to miss this session!

1:30pm - 2:00pm
Break
2:00pm - 2:30pm
Tax Marketing Mentor™

Everyone knows that advisors can bring more clients in the door by offering tax return services to prospective clients. But who wants to do all that work? Using this system, you can offer tax return services that are completed by vetted CPAs via an online cloud system. When the return is complete, you’ll meet with the client to review the return and uncover additional opportunities. This simple strategy can be used to substantially increase your revenue while better serving your clients.

2:30pm - 3:00pm
Unlocking the Value in Valuations

A quick Google search for “What is my business worth?” returns almost 1 billion results! This is because every business owner wants to know how to value their business. Offering business valuations via your website and through your marketing outreach can attract highly qualified prospects to your business. If you’re looking to attract high-net-worth business owners, this is a session you won’t want to miss.

5pm
Cocktails at Oystercatchers
6:30pm
Casual Dinner at Oystercatchers
9:00am - 10:15am
7-Figure Producer Panel

Success with Tax Marketing Mentor™
Increased closing ratio with The PremiumLife™ Solution
Seminar Selling Success to Business Owners

10:15am - 10:45am
How To Double Your Revenue In Just 12 Months

Speakers: Joe Wirbick & Mike Zimmerman, Sequinox
Joe and Mike weren’t always million-dollar producers. Impressively, they grew from low six figure production to seven figure production in less than three years and they’re going to show you exactly how they did it! Come learn this simple system that doubled their revenue in the first year they implemented it.

10:45am - 11:30am
Partnership with UFC
Apply to Attend* *Save $155 by registering before September 14!
Only 13 seats left!

Frequently Asked Questions

Why is the event application only?

Registration is by application only to ensure that all attendees are qualified to succeed using these advanced strategies.

I already have a solid book of business, should I attend?

Yes. These strategies will help you uncover opportunities inside your current book of business that you never knew existed.

I’ve tried “advanced strategies” like IULs in the past, and they didn’t work. How is this different?

There is likely one or two core reasons that you did not experience success using “advanced strategies” in the past. Our team of industry experts will teach you everything you need to succeed from case design, processing, annual reviews, and more.

Are the resources available to my assistant to help ensure success in this program?

Yes. There are many valuable tools available on our website 24/7 and is a fantastic resource for your office staff and administrative team.

Apply to Attend* *Save $155 by registering before September 14!
Only 13 seats left!