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10 events found.

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Today
  • November 2024

  • Tue 19

    Securian: LETC/CI Planning for every life stage

    November 19, 2024 @ 2:00 pm - 3:00 pm

    Click Here to Register

  • Thu 21

    The Standard: The Compelling Value Proposition of Fixed Indexed Annuities

    November 21, 2024 @ 11:00 am - 12:00 pm

    With MYGA rates declining the Fixed Indexed Annuity alternative has never been more compelling. And renown industry expert, John Rafferty, has put the numbers together to prove it! A sought after speaker on annuity topics, John will share some of his unique annuity framing ideas that will help you help more clients understand and appreciate […]

  • Thu 21

    Athene: Driven to do more

    November 21, 2024 @ 11:00 am - 12:00 pm

    Join Patti Hausherr for insights on the significant volume of wealth shifting into the hands of woman in the U.S. She'll share research that shows more woman than men value a financial planners professional insight.Click Here to Join 

  • Thu 21

    Securian Financial: Estate planning for families with special needs

    November 21, 2024 @ 2:00 pm - 3:00 pm

    By understanding the extra challenges families with special needs individuals face, you can help them prepare for their financial future with a personalized estate plan. Parents welcome your advice so they can ensure their love lives on. Join the Securian Financial Advanced Sales Team for a live webinar on the virtues and benefits of this […]

  • Tue 26

    UFC Bi-Weekly Success Session, Webinar Series

    November 26, 2024 @ 11:00 am - 12:00 pm

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

  • Tue 26

    Tactical Tuesday – Planning For Individuals with Special Needs

    November 26, 2024 @ 1:00 pm - 2:00 pm

    Join the experts on National Life Group's Advanced Markets team as they discuss how to plan for individuals with special needs. This webinar offers one CPE Credit for CPAs that register and attend.Click Here to Register

  • Wed 27

    LIVE Advanced Wealth Webinar

    November 27, 2024 @ 1:00 pm - 2:00 pm

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

  • December 2024

  • Wed 4

    UFC Monthly Seminar Masterclass

    December 4, 2024 @ 1:00 pm - 2:00 pm

    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

    UFC Bi-Weekly Success Session, Webinar Series

    December 10, 2024 @ 11:00 am - 12:00 pm

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

  • Tue 10

    Simplicity: Solutions for Long-Term Care Needs

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

    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 protect their future.Join us as we go into detail on:Creating unlimited Tax-Free benefits for care with an IRA.Educating and encouraging private planning to ease the […]

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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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