top of page
Abstract Surface

The #1 Mistake
Costing Advisors Credibility

Stop Losing Clients Because You’re Afraid to Ask Personal Questions. 

​Just like when you go to a doctor - personal questions are expected. 

​

Inside you’ll discover:

  • The exact questions top advisors ask to get to the root of the client's needs, goals, and objectives

  • How these questions uncover hidden planning gaps

  • How to position annuities & life insurance as solutions

  • Plus: Complete Question Chart - your quick-reference tool to turn answers into action

Taking Notes
Check all that you offer at your firm: Required
By submitting your email and phone number you consent to receive emails and texts from Simplicity UFC with valuable industry and event information. You will be able to opt-out at any time.
bottom of page