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Advanced Wealth Planning Strategies for Sophisticated Financial Needs
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"Advanced Wealth Planning Strategies for Sophisticated Financial Needs"

In an uncertain market, clients look to you for creative solutions. Offer them a way to boost wealth while protecting their loved ones.

Your clients often look for any and every opportunity to build and protect their assets, and life insurance continues to be an important part of wealth strategies because it protects their loved ones from uncertainty. But certain life insurance strategies can also help clients build wealth with limited market risk, while creating potentially tax-free benefits.

Download this white paper for more insights on an advanced financial strategy that offers high-net-worth clients the ability to finance life insurance premiums through a lender. This approach lets clients:

  • Retain capital
  • Seek higher IRR
  • Use leverage to build wealth
  • Create flexible financial strategies
  • Maximize potential tax advantages of life insurance

Learn how to create new opportunities for high-net-worth clients to build assets! UFC has several unique approaches to financing you will not find anywhere else, and we DON’T go on the premium finance application with you!

Offered Free by: Universal Financial Consultants
See All Resources from: Universal Financial Consultants


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