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

The PremiumLife Experience

Exclusive, Application-Only3-Day Conference

April 22 - 24, 2020Grand Hyatt Tampa Bay, FL

Apply to Attend* $699 $395 THIS WEEK ONLY!! *Save over $200 by registering before October 25!

Your registration includes 2 nights at the 4-star Grand Hyatt Tampa Bay, all meals and reception events, vital business insight from industry experts, open Q&A with million dollar producers, and a half-day training with Barron's Top 100 Advisor, Erin Botsford.

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, Appointment Setting and Term Insurance Sales
  • 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 over $200 by registering before October 25!
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 over $200 by registering before October 25!
Only 13 seats left!

Event Details

When

April 22 - 24, 2020

Where

Grand Hyatt
2900 Bayport Drive, Tampa, FL 33607

Logistics

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

Lodging

$699 $395 THIS WEEK ONLY!!

Your registration includes 2 nights 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.
$699 $395 THIS WEEK ONLY!!
Your registration includes 2 nights at the 4-star Grand Hyatt Tampa Bay, all meals and reception events, vital business insight from industry experts, open Q&A with million dollar producers, and a half-day training with Barron's Top 100 Advisor, Erin Botsford.

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

Apply to Attend* *Save over $200 by registering before October 25!

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!

2:00pm - 5:00pm
Business Blueprint from the Multi-Million Dollar Advisor Who Tripled Her Revenue in the Same Year She Took 6 Months Off!

Spend a few invaluable hours with Barron's Top 100 Advisor, Erin Botsford, who will give you her blueprint on how to build a multi-million dollar firm that runs itself. Learn how she tripled her business in the same year she took 6 months off! In her interactive training, she will show you how you can focus your efforts into following a specific model that produces real results, giving you more time to enjoy your success with those that matter most.

"Seeing other advisors grow their business and build a top tier company is my passion, and knowing I may have had an impact on their success is truly gratifying."

"My #1 Belief is that a business is supposed to be the catalyst that allows you to live the lifestyle you desire. A great business involves serving clients with absolute integrity, while providing you the time and freedom you work so hard to enjoy."

- Erin

6:30pm - 9:00pm
Welcome Reception with Dinner and Entertainment
8:30am - 9:15am
Breakfast Buffet
9:15am - 9:30am
Welcome by Vincent Munno
9:30am - 10:00am
PremiumLife™ 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 - 11:00am
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.

11:00am - 11:30am
Attract the Wealthiest Business Owners

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 and increasing operational cash flow. This session will teach you multiple solutions that will help you position yourself as an invaluable resource for business owners and affluent individuals in your area.

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
Award-Winning Technology that Automates your Prospecting, Client Engagement, and Term Insurance Sales for More Activity with Less Day-to-Day Involvement

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 - 10:45am
7-Figure Producer Panel

Hear from advisors that have experienced massive success with the strategies you hear about at the conference, and their personal account on how partnering with UFC has impacted their business. Open Q&A will allow you to ask them any question you would like for their true review of how effective the concepts and strategies are, and to help you determine how they may fit into your practice to help you build the business of your dreams.

10:45am - 11:30am
Partnering with UFC

How to set started, what to expect, and how to ensure success.

Apply to Attend* *Save $204 by registering before October 25th!
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 $204 by registering before October 25th!
Only 13 seats left!