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Prepare for Retirement

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Prepare for Retirement

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Retirement and Estate Planning

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UTAH FIRST ESTATE GROUP MISSION

 HERE ARE A FEW OF OUR PROGRAMS THAT MAKE US SO UNIQUE: 


  • Prospect leads for our services:  All of our prospective clients are first screened and approved by Utah First Estate Group. We furnish our new agents (consultants) with those qualified leads without cost to the new agent (consultant).
  • Support for our agents (consultants): We assist all of our agents (consultants):

                > With free training                                                                                                               

               > Our management will go on calls with our agents (consultants)                            

                > We will instruct our agents (consultants) on how to improve their performance and image                  

             > Show them how they can develop life-long relationships with their clients   

> Offer clients a wide selection of services and products                      

             > Provide our agents (consultants) with the highest commissions available

                  >Allow our agents (consultants) to own their own business                                 

UTAH FIRST ESTATE GROUP SERVICES

Trusts & Wills

12

The importance of setting up a Trust & Will for me and my family

Establish a Grandchild Legacy Trust


Financial Plan - Personal & Corporate History

15

Generate a Financial Plan - Obtain a Personal or Corporate Fact Sheet

Retirement & Estate Planning

22

Set up a Retirement & Estate Plan for you and your family

Insurance - Annuity's, IUL's, Whole Life & Final Expense

22

We can help you with all types of Insurance - Annuities, IUL's, Whole Life, Final Expense & ect.

Small Business Contracts, LLC's, Buy Sell Agreements & Employee Benefits

22

We can help you with Small Business Contracts, Incorporation contracts (LLC's), Buy Sell Agreements & Employee Benefit products

Medicare and Senior Products

22

Kellogg Medicare and Senior Ancillary Products

United Financial Freedom - Loan & Debt Elimination

22

United Financial Freedom - MMA Loan & Debt Elimination program 

Advanced Funeral Planning

22

NU-DAY Advance Funeral Planning


Funeral planning steps and tools

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CELL PHONE NAVIGATION

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Steven R Dutson

8015472758

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