NEWLY LICENSED?

UMS has you covered with conversations with clients that lead to deep discussions on future goals and case design.

Get the Conversation Going
with Annuities

Have your clients asked you these questions? This list of questions (and answers) will help you and your clients stay on track when it comes to discussing Fixed Indexed Annuities.

Get the Conversation Started with Life Insurance

What questions matter to clients surrounding Life Insurance? These top 10 Reasons to Consider Life Insurance should get you started.

Conversations for Extended Health Care

Extended healthcare discussions are never easy, but they are necessary. How do you approach this sensitive topic with care and kindness? Check out this Q & A.

End of Year - Use December to Build Your Foundation

The holiday slowdown is an opportunity and ideal time to strengthen your foundation, complete trainings you’ve been putting off, and get comfortable with the tools you’ll rely on in January. Even an hour a day spent learning products, refining conversations, or reviewing client scenarios can dramatically boost your confidence and momentum.

Touch Points that Strengthen Client Loyalty

This month is the perfect time to strengthen loyalty and reinforce the relationships you’ve built throughout the year. Simple, thoughtful touchpoints can make clients feel seen and supported.

Handwritten note
Short check-in call
Personalized year-end reminder

These gestures often lead to deeper conversations, referrals, and opportunities to serve multiple generations.

Legacy Conversations Sparked by Family Gatherings

family gatherings often spark meaningful conversations about caregiving, finances, and long-term planning. These moments create valuable openings to revisit clients’ legacy goals and ensure their plans still reflect their wishes.