For Financial Advisors
Serve Your Wealthy Clients Better by Offering
More Leverage Without Collateral.
Why do we believe in this strategy?
Over the last 20+ years, Universal Financial Consultants (UFC) has placed hundreds of premium finance policies in-force and is proud of our 98% persistency rate.
Our conservative designs and meticulous annual review & optimization process have established us as one of the most trusted premium finance vendors in the industry.
We knew there had to be a way to offer this strategy to high earners who either don't yet have the net-worth required for traditional premium financing or for those who are not comfortable with current collateral requirements.
Our second-to-none design specialists crunched the numbers and came up with a solution. Then we partnered with an A+ industry-leading carrier and only the best banks that will provide competitive rates and fast processing.
If you are an advisor looking to better serve your wealthy clients with a unique leverage strategy with minimized risk, we're confident this is the program for you.
Let us design a sample case for one of your clients who fits the above profile to see exactly the impact this can make on their overall wealth strategy.
Who can qualify?
Clients with a $1M net-worth (home value included) or $400k in annual income...or a combination of both, between the ages of 30-60 in relatively good health.
These reduced requirements open up a whole new playing field for advisors and have unlocked a powerful strategy that was once reserved for individuals with at least a $10M liquid net-worth.
Exclusive Product of Universal Financial Consultants
800-661-6596 I www.ufc.bz
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