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Premium Financing Opportunity Workbook
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"Premium Financing Opportunity Workbook"

Use this guide to identify the best prospects for an IUL with premium financing strategy and learn how to introduce the benefits to your clients.

Finding a life insurance strategy that works for clients who may not want to tie up funds paying for expensive premiums is not always easy task. An IUL policy with premium financing may be an excellent solution for some, but you must figure out which clients are most likely to benefit from this type of strategy.   

Download this workbook now for a roadmap that can help you identify which prospects are prime targets and how to turn possibility into opportunity. This tool will help you:

  • Identify your top 10 qualified clients
  • Know what questions to ask when presenting this strategy to clients
  • Quantify what the total opportunity would look like for your business

Life insurance is a central piece of a wealth strategy because it offers protection from uncertainty and the ability to build wealth, while limiting market risk and tax-free death benefits. Act now to show your clients a better way to plan for the future!

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


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