.png)
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
Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Benefits and values shown on this page and its affiliated links are not guaranteed. Actual results may be less or more favorable. Full product illustration must be reviewed before any decision is made to fully understand the details, guarantees, and performance assumptions of the policy. 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. Copyright ©2022 Universal Financial Consultants. All Rights Reserved.