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10 events found.

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  • August 2024

  • Tue 27
    August 27, 2024 @ 11:00 am - 12:00 pm

    Athene: UBS Index update

    Join the UBS team who’ll provide performance highlights of the UBS Innovative Balanced Index. You’ll learn how the index seeks to provide: Differentiated returns through alternative assets and diversificationAn early read into U.S. economic growth and inflationSmooth, stable returns over the long run by targeting a volatility of 7%Click Here to Register

  • Wed 28
    August 28, 2024 @ 1:00 pm - 2:00 pm

    LIVE Advanced Wealth Webinar: Estate Planning in Times of Change: Adapting Strategies Amidst Election Shifts and Administration Changes for High Net Worth Clients with David Foster of Simplicity Group

    HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g

  • Thu 29
    August 29, 2024 @ 11:00 am - 12:00 pm

    Why I Bought Indexed Annuities…A Conversation with Sheryl J. Moore!

    Register here! Sheryl Moore’s book details her first-hand experience using indexed annuities to save for retirement. She explains how they work, shares lessons from over two decades in the industry, and shows why these low-risk investments are a smart option for conservative investors. These insights will make you a better professional! As an added bonus […]

  • Thu 29
    August 29, 2024 @ 1:00 pm - 2:00 pm

    SIMPLICITY: New accumulation strategy designed to increase client valuE

    Join us on August 29th to learn more about the Oceanview Topsider Fixed Indexed Annuity (FIA). This product offers a new accumulation strategy designed to increase client value by leveraging market gains into potential greater future return while protecting against loss.With its Gain Control Option, the Topsider FIA offers clients the flexibility to adapt their […]

  • September 2024

  • Tue 3
    September 3, 2024 @ 11:00 am - 12:00 pm

    UFC Bi-Weekly Success Session, Webinar Series

    Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

  • Wed 4
    September 4, 2024 @ 1:00 pm - 2:00 pm

    UFC Monthly Seminar Masterclass

    First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A

  • Tue 10
    September 10, 2024 @ 11:00 am - 12:00 pm

    Athene: S&P 500 Index Updates

    Join Bank of America’s Joshua Levine and S&P Dow Jones Indices’ Sara Pollock for an analysis of 2024 index performance and market trends. They’ll cover: Current economic data and trendsThe health of the economy and consumer spendingUsing indices to help prepare for the rest of the year and into 2025Click here to REGISTER 

  • Thu 12
    September 12, 2024 @ 2:00 pm - 3:00 pm

    Prudential Life : Grow Your Business by Helping Families Transfer Wealth Between Generations

    CLICK HERE TO REGISTER Did you know that 22% of your clients are likely to transfer wealth to their heirs over the next decade? The vast majority of heirs will seek a new financial professional once they inherit wealth. Join us to learn how you can engage with clients and build relationships with their heirs […]

  • Tue 17
    September 17, 2024 @ 11:00 am - 12:00 pm

    UFC Bi-Weekly Success Session, Webinar Series

    Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

  • Tue 17
    September 17, 2024 @ 11:00 am - 12:00 pm

    Athene: A goal-based approach to retirement income planning

    Click HERE to Register

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Simplicity UFC

1499 Gulf to Bay Blvd
Suite 100
Clearwater, FL 33755

Email: info@ufc.bz
Office: 727-669-0109
Toll-Free: 800-506-4UFC (4832)
Fax: 727-799-3869

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Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information. FOR AGENT USE ONLY. NOT FOR SOLICITATION OR ADVERTISING TO THE GENERAL PUBLIC. Copyright Universal Financial Consultants 2022

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