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Appointment 3: Close

It all comes down to this!

It is important to understand every client relationship moves at a different pace and every client will require a customized approach. Remember to stay patient and leave no stone un-turned. The new relationship may lead to referrals of family, friends, or even business associates.

Present the adjusted design to show them how you can help them increase income, protect assets, and fill any gaps in planning that may exist in their current portfolio. Consult with your UFC rep for tools, resources, tips, and proven strategies to get your sale closed. Our team has a combined experience of over 200+ years in the industry with expertise in trust design and review, advanced asset strategy, and long term protection planning.



Book your next seminar right away.

It will take 3-4 seminars for the returns to start rolling in. In the meantime, it is important to perfect your personal organization skills and follow up system to be sure the program is as effective as possible for you.

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