Universal Financial Consultants - Index - NAIFA

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UFC works with both clients and financial advisors across the nation with one goal in mind: to ensure everyone we interact with has the knowledge of, and access to, strategies that will help them achieve their biggest financial dreams. Learn more about us by clicking the button below.

About Us

Resources

Case Study

Tuesday, February 11, 2025 Universal Financial Consultants
How a Cash Balance Plan Helped a Business Owner Save $275K in Taxes
If you work with high-income business owners looking to reduce taxes and accelerate retirement savings, this case study is a must-read.

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Guide

Friday, October 4, 2024 Universal Financial Consultants
Is Premium Financing Dead?
Once a thriving strategy to help high-net-worth individuals (HNWIs) finance large life insurance premiums, recent market changes have caused many to question its future. But is it really dead, or is it simply evolving like a restless spirit?

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Guide

Monday, June 24, 2024 Universal Financial Consultants
The Crucial Role Life Insurance Premium Financing Plays in Business Succession Planning
Download this free guide to learn how life insurance premium financing can be the answer to protect against all 3 and provide more benefits for your clients and their heirs.

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About Universal Financial Consultants

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.

Visit Our Website

sales@ufc.bz

800-506-4UFC (4832)

1499 Gulf to Bay Blvd Suite 100 Clearwater, FL 33755