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Infographic
Thursday, April 11, 2024
Commonwealth
7 Ways to Position Yourself to Serve High-Net-Worth Clients
As the wealth landscape evolves, the number of high-net-worth individuals is on the rise. And that means financial advisors who can cater to their complex needs will be in high demand. Are you prepared to meet the challenge?
Guide
Thursday, November 2, 2023
Universal Financial Consultants
7 Reasons Business Owners Use Premium Financing To Retain Capital
Retaining capital is a fundamental strategy for business owners because it plays a pivotal role in fueling growth and securing a company's financial future.
White Paper
Monday, August 28, 2023
Modern Life
Four Creative Ways Your Clients Can Utilize Life Insurance
From minimizing tax burdens and equalizing inheritances to charity donation and building generational wealth, explore 4 creative ways your clients can utilize life insurance beyond traditional ways and unlock hidden benefits for a secure financial future.
Guide
Wednesday, August 23, 2023
Commonwealth
7 Key Risks to Avoid in Your Financial Advisory Practice
Clear a path to long-term success with actionable tips to help you evaluate your firm’s potential liability.
White Paper
Friday, July 14, 2023
Modern Life
Maximize the Likelihood of Securing Coverage for High-Risk Individuals
In this white paper, learn how to: 1.) advise high risk clients, 2.) take the right steps to help clients with impaired risks secure favorable coverage, and 3.) best practices for developing a narrative and navigating the underwriting process.
Guide
Tuesday, May 30, 2023
Commonwealth
Identifying Inflection Points in Your Business
Whether you run a solo practice or a multiadvisor firm, if you’re looking to take your business to the next level, it may be time to take stock of where you are and decide if you’re at a critical growth juncture.
Guide
Monday, April 24, 2023
Commonwealth
A Blueprint for Building an Enduring Practice
What your business needs to thrive now—and for many years to come.
Guide
Wednesday, February 22, 2023
Commonwealth
The Ultimate Retirement Income Planning Guide for Advisors
Our free download helps you prepare your clients for the next phase of their life.
Guide
Thursday, January 19, 2023
Commonwealth
Advanced Financial Planning Strategies for High-Net-Worth Clients
Download our guide to explore creative, comprehensive financial planning solutions for your high-net-worth clients’ unique needs so you can win and retain their business.
Research / Report
Wednesday, December 21, 2022
Universal Financial Consultants
No Collateral Premium Finance
One agent placed $1.5M in target premium through this program just in the last 4 months!
Guide
Tuesday, November 15, 2022
Universal Financial Consultants
