The Cost-Free Business-Building Strategy for the New Economy




Complimentary Webinar
April 23, 2014
Time: 4:00-5:00 pm ET


Sponsored by


Phil Walker
Vice President, Financial

Advisor Programs
Urban Financial of America, LLC (UFA)


To remain successful, financial advisors must possess the cutting-edge knowledge and tools that will help their clients—and their business—adapt to the challenges of the new economy. During this live webinar, you’ll learn:


  • How you can generate free warm leads that increase your revenue and assets under management, by asking one simple question of your existing clients
  • An easy but innovative new strategy you can use to build upon your core business, while helping your clients and their extended families mitigate risk and have more secure financial plans


The Baby Boom generation—with 78 million members—has begun entering retirement, and is driving demand once again. In the U.S., 10,000 people per day turn age 65, and life expectancy is increasing. The Boomers have caused most of the major market trends of the past 60 years, and their final market impact could be devastating. This represents an unprecedented, and often overlooked, opportunity for your business to address a vital need. But how can you tap into this opportunity to the advantage of both you and your clients? The answer is surprisingly simple.


For business and professional use only. Not for consumer distribution.
NMLS #2285 (; Corporate Office: 8909 South Yale Avenue, Tulsa, OK 74137; Arizona Mortgage Bankers License #0921300, Mortgage Bankers Branch License #0117862 – 625 West Southern Ave., Suite E171, Mesa AZ 85210; Licensed by the California Department of Corporations under the California Residential Mortgage Lending Act; Licensed under the California Department of Corporations under the California Finance Lenders Law; Colorado: To check the status of your Colorado loan originator, visit; Georgia Residential Mortgage Licensee #23647, 8909 South Yale Avenue, Tulsa, OK 74137; Illinois Residential Mortgage Lender License #MB6759657; Kansas Licensed Mortgage Company #MC0002210; Massachusetts Lender/Broker License MC2285: URBAN FINANCIAL OF AMERICA, LLC; Licensed by the Mississippi Department of Banking and Consumer Finance; Licensed by the Missouri Division of Finance as a Mortgage Broker, 1201 Walnut, Suite 975, Kansas City, MO 64106; Licensed Mortgage Banker – NYS Department of Financial Services, 3 Huntington Quadrangle, Suite 305N, Melville, NY 11747; Licensed by the New Hampshire Banking Department; Oregon License #ML-4805; Licensed by the New Jersey Department of Banking and Insurance; Licensed by the Pennsylvania Department of Banking; Rhode Island Licensed Lender; Licensed By the Virginia State Corporation Commission #MC-5413; Washington Consumer Loan Company License #50202. Also conduct business in AL, AR, CT, FL, ID, IN, KY, LA, ME, MD, MI, NE, NM, NC, OH, OK, PR, SC, TN, TX, UT, VT, WV, WI, and WY. Not all products and options are available in all states. Terms subject to change without notice. ©2013 Urban Financial of America, LLC. All Rights Reserved. CALIFORNIA BUSINESS NAME: URBAN FINANCIAL GROUP OF AMERICA, LLC.  NEBRASKA BUSINESS NAME: REVERSE IT! LLC.


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