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  • Presentation with Script

  • Banner Designs

  • Professional Bio Video Production

  • Client Interest Sheet

  • "Notes to Take With You" Sheet

  • Appointment Reminder Card

  • Client Fact Finder

  • Digital Sales Presentation Website

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  • Full-Service Event Management System with registration collection and online portal access with attendee asset and contact information
     

  • Monthly Masterclasses with program creators and proven producers with real case studies and tips on how the system increased their revenue by 5X-10X through more life insurance, annuity, and premium finance business
     

  • Unlimited 1-on-1 Training Sessions for you and your support staff that will optimize your results
     

  • Branding and Design Support for your Website, Banners, Print Material, and  MORE!

  • Complete Online Resource Center with your whitelabeled presentation, phone scripts, training videos, client fact finders, sample reports, and MORE!
     

  • Subscription to Retirement Analyzer so you can show you clients their current "at risk" and the improvement your suggestions will provide
     

  • Subscription to Award-Winning Automated Social and Email Marketing System with pre-written emails and pre-designed graphics that will increase client engagement and drive appointments
     

  • Locked-In Territory Rights for your local market

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ATTEND OUR NEXT COMPLIMENTARY ADVISOR DINNER EVENT TO LEARN:

• Proven Marketing Results and Concepts that have been generating a 300% to 500% ROI

• How to fill your Appointment Book with leads using targeted direct mail, social media, and webinars

• Creating The annual Annuity marketing plan GUARANTEED to generate a minimum of a 50% return and produce an additional $3MM, $5MM or $10MM (your choice)

• One of Our Concepts alone took an advisor from $5MM to $21MM in Production. Get Access to a tested and proven Event Marketing system that has generated Thousands of Prospects and Appointments.

• How to grow your practice by mentoring side-by-side with expert continuous training and guidance from Top Producers in 4 areas that create Million Dollar incomes.

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A process that helps you attract, present and convert high net-worth Individuals in your market and make $100,000 to $400,000 in Commissions PER CASE by helping them reduce taxes and increase their legacy!!

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Vincent Munno, CFP®, CLU

Wealth Strategy Expert

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program coaches

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JORGE VILLAR

Specializes In: Advanced Direct Marketing
 

Helps Advisors By: Getting the most out of their local market through specific messaging and targeting techniques for packed rooms and maximum appointment rates.

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VINCENT MUNNO, CFP®, CLU

Specializes In: Advanced Estate, Trust, & Legacy Planning
 

Helps Advisors By: Elevating their credibility by providing solutions that will solve the biggest problems for their biggest clients.

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STEVEN GILBERT

Specializes In: Building Irresistible Rapport with New Clients & Providing Innovative Asset Protection & Retirement Income Strategies
 

Helps Advisors By: Coaching them on how to build relationships and uncover gaps in planning and repositioning opportunities to save your clients thousands of dollars every year.

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HAZELY LOPEZ

Specializes In: Facilitating Effective ​Client Experiences
 

Helps Advisors By: Training their staff on the most efficient ways to create and organize their client events and follow up process that will result in optimized ROI's and referral opportunities.

Join our mailing list to be notified of our next event in your area!

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For Broker/Agent use only. Events are voluntary, solely educational, and complimentary. Nothing will be sold.

Copyright ©2023 Universal Financial Consultants. All Rights Reserved.

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