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10 events found.

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  • December 2024

  • Tue 10
    December 10, 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 10
    December 10, 2024 @ 1:00 pm - 2:00 pm

    Simplicity: Solutions for Long-Term Care Needs

    As the baby boomer generation is now within the ages of 60 to 78, now is the best time to present and implement a plan to your clients that will […]

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

    Athene: The 2025 IRA revolution: Ed Slott’s guide to turning tax challenges into maximum client value

    Click Here to Register 

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

    Simplicity University: Annuity Training

    From Prospect to PurchaseCreating an Integrated Annuity Marketing and Messaging StrategyConnecting with the right annuity prospects and moving them through the sales funnel can be a challenge. That is why […]

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

    Athene: Advanced Markets Top 5

    CLICK HERE TO REGISTER

  • Tue 17
    December 17, 2024 @ 12:00 pm - 1:00 pm

    National Life Group: Split Dollar Arrangements

    Click Here to Register

  • Tue 17
    December 17, 2024 @ 1:00 pm - 2:00 pm

    Simplicity: Become a Professional in Tax Free Retirement Planning

    Access a marketing platform designed to establish advisors as subject-matter experts in tax planning for retirement.When addressing income planning for clients, taxes can pose a significant threat if not handled […]

  • Wed 18
    December 18, 2024 @ 12:00 pm - 1:00 pm

    National Life Group:Teaming Up to Grow Your Business

    Click here to register

  • Thu 19
    December 19, 2024 @ 11:00 am - 12:00 pm

    The Standard: Indexing in the Rear View Mirror!

    What a year it's been for Fixed Indexed Annuities! What worked? What didn't? And why? Join the Standard's Paul Garofoli with special guest, Robert McNamara, CFA, Senior Director- Wealth Management […]

  • Thu 19
    December 19, 2024 @ 2:00 pm - 3:00 pm

    National Life Group: There’s Still Time to Establish a Qualified Plan!

    Year-end is approaching, but there's still time to maximize savings for your business owner clients by implementing a qualified plan. Don't miss this opportunity to help set the foundation for […]

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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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