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training

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appointment pointers

How to Run an Effective
1st Appointment

Using UFC Customized Landing Pages to Position FIA's as a Powerful Retirement Tool

Finalizing the Sale & Generating Referrals

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Masterclass Replays

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4.3.2024

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3.5.2024
Featuring first time seminar advisor, Michael Gilbert

2.7.2024
Featuring first time seminar advisor, Ben clark

1.10.2024

8.9.2023

7.12.2023

6.14.2023

5.11.2023

4.19.2023

2.7.2023

12.7.2022

11.9.2022

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Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information.

 

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