Universal Financial Consultants IMO

LIVE Advanced Wealth Webinar
2025-04-30 13:00 - 14:00, 2025-05-28 13:00 - 14:00 (America/New_York)
HOST: Vincent Munno
WHEN: Every Last Monday of the Month @ 1pmET
https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g

UFC Monthly Seminar Masterclass
2025-05-07 13:00 - 14:00, 2025-06-04 13:00 - 14:00
First Wednesday of Every Month
Register once, and event should appear as recurring on your calendar.
Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A

Athene: Index Resource Center
2025-05-08 12:00 - 13:00
Click Here to Register
Tools, tips, & informatoin on Athene’s Index Resource Center

Prudential: Eyes on Washington: The State of Tax Legislation
2025-05-08 14:00 - 15:00
Click Here to Register
Webinar Information:

Attention – there is no dial-in for this webinar.
Audio will stream through your computer speakers or mobile device. Please adjust the volume as needed.
If you don’t have speakers, you may be able to hear the webinar by plugging in headphones.
For best audio experience, please allow Flash on your browser. ON24 recommends these web browsers: Firefox, Chrome, IE11.
All questions should be sent via the Q&A chat window.

Speakers:
Donna M. Scalaro, JD*
Donna M. Scalaro, JD*
Vice President, Advanced Planning, Prudential Financial, Inc.

North American: Tom Hegna “Don't Worry, Retire Happy!”
2025-05-08 15:00 - 16:00
Click Here to Register
Join North American as author, economist, and industry-icon Tom Hegna presents “Don’t Worry, Retire Happy!” In this presentation, Tom helps simplify the retirement journey with his seven steps to a happy retirement.
Whether you have clients that are late starters with retirement planning or they have significant savings, this presentation outlines how to make the most from the least with the smallest amount of risk.

UFC Bi-Weekly Success Session, Webinar Series
2025-05-13 11:00 - 12:00, 2025-05-27 11:00 - 12:00, 2025-06-10 11:00 - 12:00
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

Athene: Social Security Optimization Part I
2025-05-13 11:00 - 12:00
Click Here to Register

The Standard: Caps, Triggers & Pars—Oh My! With Jon Blomquist, Senior Director of Product at Life Innovators
2025-05-14 12:00 - 13:00
Click Here to Register
Navigating FIA Crediting Like a Pro With so many FIA crediting options available, advisors often ask… Which S&P 500 crediting strategy will maximize growth?
The answer isn’t one-size-fits-all — it depends on a lot of factors. In this 30 min webinar, The Standard’s RVP John Williams CLU© and Jon Blomquist, FSA, CERA, Senior Director of Product at Life Innovators will break down the mechanics of Cap Rates, Trigger Rates, and Participation Rates.
You’ll learn how to navigate the complexities and make informed decisions for your clients. Jon Blomquist is an Actuary that has been working in the product development space for nearly a decade. He joined Life Innovators as Senior Director of Product in 2024.

Global Atlantic: The Longevity of Money
2025-05-14 12:00 - 13:00
Click Here to RegisterRegister now for LoMo – The Longevity of Money, an informative webinar that helps you plan for your clients’ retirement income needs. Built upon the research of retirement expert Dr. Wade Pfau, this session will give you a simplified, systematic way to help you talk to your clients not only about their income strategy, but about their wealth protection, long-term care, and legacy needs as well.
Register now for this informative webinar to:

See new ways to share Pfau’s four retirement goals and the seven challenges your clients may need to address
Learn the difference between probability-based and safety-first retirement income planning
Use a simplified quiz to help your customers learn their retirement income style preference
Learn annuity income strategies to support your clients’ retirement plan

The Standard: More Guarantees and More Choices on ECI Plus!
2025-05-15 11:00 - 12:00
Click Here To RegisterNew and improved is many times a cliche in the world of advertising. But not so with the enhancements to the Standard’s flagship FIA, the Enhanced Choice Index Plus! This webinar will review significant enhancements effective May 15th. You’ll see what the plus on ECI Plus really means:More rate guarantees, more crediting options and a new index strategy! Put ECI Plus on your schedule by adding this webinar to your calendar.

John Hancock: Celebrating 10 Years of Vitality
2025-05-15 11:00 - 12:00
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In celebration of 10 years of Vitality making a meaningful impact on your client’s lives, we are hosting a webinar to take a deep dive into the Vitality program.
Not only has Vitality been proven to help your clients live longer, better, and healthier lives; Vitality is a way to differentiate yourself from the field and elevate your practice.
Join us on May 15th at 11:00 AM EST.
The webinar will focus on:

High Level Overview of Vitality
Real impact on client’s lives – statistics to support!
Innovative brand partnerships
Case Studies – to include:

Tangible Benefits – More Value off the Ledger
Impressive Savings
Added Flexibility

We look forward to seeing you there!

KKR Webcast: Q2 Global Wealth Investment Strategist Update
2025-05-15 11:00 - 12:00
Click Here to Register
Geopolitical uncertainty and market volatility are top of mind for clients. Please join us for an exclusive webcast featuring Paula Campbell Roberts, Chief Investment Strategist for KKR’s global wealth business and Henry H. McVey, Partner and Head of Global Macro & Asset Allocation and CIO of KKR’s Balance Sheet.
They will discuss the macroeconomic landscape and provide actionable insights to both enhance your investment expertise as well as to add value to your client relationships. Paula and Henry will share ideas to mitigate uncertainty and volatility via key investing themes and portfolio positioning.

The Standard: More Guarantees and More Choices on ECI Plus!
2025-05-15 11:30 - 12:30
Click Here to Register
New and improved is many times a cliche in the world of advertising. But not so with the enhancements to the Standard’s flagship FIA, the Enhanced Choice Index Plus!
This webinar will review significant enhancements effective May 15th. You’ll see what the plus on ECI Plus really means:More rate guarantees, more crediting options and a new index strategy!
Put ECI Plus on your schedule by adding this webinar to your calendar.

Athene: Which Annuity is right for you?
2025-05-15 12:00 - 13:00
Click here to register
Learn about best class annuities and their benifits with Zac Brown

Securian: Building a Tax Efficient Legacy Using Life Insurance & Annuities
2025-05-15 14:00 - 15:00
Click Here to Register
Qualified plans are a good way to accumulate money for retirement but are not as efficient for transferring a legacy to a client’s heirs. At the same time, there is continual tax uncertainty in our midst. We will offer strategies to show how tax efficient legacy allows clients to use their retirement assets to transfer wealth to the next generation.

Simplicity University - Life Insurance Training
2025-05-20 11:00 - 13:00 | Event
LIVE EVENT DATE: May 20, 2025 LIVE EVENT TIME: 11:00 AM EDT
Use the link below to enter the event up to 15 minutes before the start.
EVENT LINK: https://event.on24.com/wcc/r/4952877/14F5D26A8BAEBA852D2632310B09E865 EMAIL: natalie@ufc.bz
Thank you and enjoy the event!

Athene: Hidden Cost of Cash
2025-05-20 12:00 - 13:00
Click Here to Register
Click the link above to see whats being discussed

John Hancock: Myths & realities of guarantees: New research to enhance your client conversations
2025-05-20 14:30 - 15:30 | Event
Thank you for registering for Myths & realities of guarantees: New research to enhance your client conversations.
LIVE EVENT DATE: May 20, 2025 LIVE EVENT TIME: 02:30 PM EDT
Use the link below to enter the event up to 15 minutes before the start.
EVENT LINK: https://event.on24.com/wcc/r/4941481/AB08D19D0DFC8E17A337C4586DC10674 EMAIL:
Thank you and enjoy the event!

Allianz: Resilient by Design
2025-05-22 15:00 - 16:00
Click Here to Register

In today’s volatile financial landscape, resilience and strategic positioning are more important than ever. We invite you to join our exclusive webinar, “Allianz: Resilient by Design,” where we will explore how Allianz Life Insurance Company of North America (Allianz) is uniquely positioned to help you and your clients navigate uncertain markets.

Hosted by Jean-Roch Sibille, Chief Investment Officer of Allianz, this engaging session will feature insights from industry leaders from Allianz Investment Management U.S. LLC (AIM US) and PIMCO.

Allianz: Resilient by Design Thursday, May 222:00 – 3:00 PM Central Time

National Life: Executive Benefits: Strategies to Recruit, Retain, and Reward Key Employees
2025-05-27 13:00 - 14:00
Commemorate Small Business Month by exploring several compensation strategies to help business owners reduce employee turnover and costs. Click Here to Register

Tom Hegna “Paychecks and Playchecks: Retirement Solutions for Life"
2025-06-04 15:00 - 16:00
Click Here to Register
Join North American as author, economist, and industry-icon Tom Hegna presents “Paychecks and Playchecks: Retirement Solutions for Life,” an informative and engaging presentation focused on one of Americans’ most pressing concerns – guaranteed income in retirement.
Learn how to help your clients retire with enough guaranteed lifetime income to cover their basic expenses and how to optimize the rest of their portfolio to make sure they receive their “playchecks.”

Athene: IRA Beneficiary Rules after the SECURE Act
2025-06-05 12:00 - 13:00

Athene - IRA Beneficiary Rules after the SECURE Act
2025-06-05 12:00 - 13:00
IRA Beneficiary Rules after the SECURE Act

Thursday, June 511:00 a.m. CT

Register now

Join Jay Kautt, JD, Vice President and Director of Advanced Markets Sales at Athene, who’ll provide timely information about ongoing implications of the SECURE Act. Jay will cover:

Thorough explanation of the changes the SECURE Act made
The three classes of IRA beneficiaries that now exist
Overview of final regulations and notices that have changed the inherited IRA landscape for those subject to the 10-year rule

Register now

Can’t attend a live webinar? Register now and get the recording emailed to you! You can also visit Athene Connect to find recordings for many of our live webinars in our “On Demand Library.” Please allow 2-3 business days for webinars to be posted.

Prudential: Premium Paying Strategies for High-Net-Worth Clients
2025-06-05 13:00 - 14:00

Athene - Social Security Optimization (Part 2)
2025-06-10 12:00 - 13:00
Register Now

Athene - The 60/40 Outlook
2025-06-12 12:00 - 13:00
The 60/40 Outlook

Thursday, June 1211:00 a.m. CT

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Join Laurence Black, founder of The Index Standard®, who will show you how to build effective portfolios in an uncertain, volatile world and suggest powerful alternatives to the traditional 60/40 portfolio.
You’ll learn valuable insights into helping clients in today’s economic climate as he:

Examines risk-return profiles of key financial vehicles, including equities and bonds
Shares a simple tool to help visualize the effectiveness of providing protection from market downturns and returns that help keep pace with inflation
Simulates using a fixed indexed annuity (FIA) as a portfolio anchor to help enhance stability and improve risk-adjusted returns

Register now
