Universal Financial Consultants IMO

UFC Monthly Seminar Masterclass
2025-08-06 13:00 - 14:00, 2025-09-03 13:00 - 14:00 (America/New_York)
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

John Hancock - LifeCare
2025-08-06 14:00 - 15:00
LifeCare unveiled: Modern solutions for longevity planning

Join us for the next installment of our LifeCare webinar series led by industry expert Ryan Bivins on Wednesday, August 6 at 2 p.m. ET. In this session, we’ll explore how LifeCare offers a fresh, modern approach to planning for the future.

Register now

Speaker panel

Ryan Bivins
Specialty Markets Leader

Zachary Baron
Director, Product Intelligence and Competitive Services

Mark Berry, CLU, CFP®
VP of Variable Life

John Hancock - Szpiro's Scorching Summer Series - Underwriting & New Business
2025-08-07 11:00 - 11:30
The second installment of Szpiro’s Scorching Summer Series will be on Underwriting and New Business. John Hancock offers numerous Underwriting and New Business programs to allow you and your clients the fastest paths from submission to commission.

The webinar will be taking place on Thursday, August 7th at 11amEST – 11:30amEST. Click to register here.

We know in the Summer months it’s difficult to get clients to schedule labs, often resulting in business being put on hold. John Hancock offers numerous programs to take advantage of no-labs underwriting. Topics covered:

Express Track
Electronic Health Records
Concierge Underwriting
Brief review of Autobind+ & Capacity

From your largest to smallest clients, John Hancock has a solution to offer streamlined underwriting, with potential to waive labs. We look forward to seeing you there at Thursday, 08.07.25 at 11-11:30am EST.

John Hancock - Underwriting and New Business
2025-08-07 11:00 - 12:00
Underwriting and New Business – Learn how to streamline your cases to find the fastest path from submission to commission. Click here to register.

Prudential - Business Owners & The Executive Bonus Strategy
2025-08-07 14:00 - 15:00
Join our webinar, hosted by Advanced Planning, for a session on executive bonus, a potential solution for business-owner clients looking to attract and retain talent. When critical employees leave, it can have widespread negative effects on the business. Sign up now to discover:

The risk key employee turnover presents to a business
How the executive bonus strategy works and its benefits
Why it’s important for clients to customize their strategy

Speaker
Karen Hofmann, CLU®, ChFC®, CASL®

Vice President
Advanced Planning
Prudential Financial, Inc.

Host
Donna M. Scalaro, J.D.*

Vice President
Advanced Planning
Prudential Financial, Inc.

Reserve your spot now

Did you know?

You can catch up with our webinar replays whenever you like.

Watch replays

Pacific Life - Learn more about the One Big Beautiful Bill Act
2025-08-07 14:00 - 15:00
How Will the New Bill Impact Your Clients?
Join us on Thursday, 8/7/25, for a live CE webinar, “One Big Beautiful Bill Act,” to gain insights about what the new law may mean for clients. Participants may be eligible for one hour of Continuing Professional Education (CPE) credit if requirements are met.

Register Now

Prudential - Explore the benefits of executive bonus
2025-08-07 14:00 - 15:00
Join our webinar, hosted by Advanced Planning, for a session on executive bonus, a potential solution for business-owner clients looking to attract and retain talent. When critical employees leave, it can have widespread negative effects on the business. Sign up now to discover:

The risk key employee turnover presents to a business
How the executive bonus strategy works and its benefits
Why it’s important for clients to customize their strategy

Speaker
Karen Hofmann, CLU®, ChFC®, CASL®

Vice President
Advanced Planning
Prudential Financial, Inc.

Host
Donna M. Scalaro, J.D.*

Vice President
Advanced Planning
Prudential Financial, Inc.

Reserve your spot now

Athene - Impact of Volatility FIA Participation
2025-08-12 12:00 - 13:00
Join Joshua Levine, Director of Equity Derivatives Insurance Solutions, and Hannah Jeter, Vice President of Global Equities Insurance Solutions at Bank of America, for a timely discussion on ways volatility influences FIA participation rates and insurer hedging strategies. You’ll learn:

Key ways that market volatility helps drive changes in participation rates, cap rates, and renewal rates.
How insurance companies access and structure the options that support FIA product performance.
What investment banks do behind the scenes to help manage risk in delivering those options during periods of market turbulence.

Register now

Allianz - 2Q Allianz Index Allocation Performance + a Market Outlook
2025-08-12 14:00 - 15:00
Reviewing 2Q Allianz® Index Allocation Performance + a Market Outlook
Join our Insider’s Guide webinar to gain valuable insights into 2Q 2025 index performance from Charlie Ripley, Vice President of Portfolio Management and Trading at Allianz Investment Management LLC.
Register today to learn more about:

The mechanics and YTD performance of the Bloomberg US Dynamic Balance II and III ER Index, the PIMCO Tactical Balanced ER Index, the NEW Morgan Stanley Strategic Trends 10 ER Index, and the S&P® 500 Futures Daily Risk Control 5% Index (available with select Allianz® fixed index annuities).
A market outlook for the remainder of 2025.
A demo of our Allocation Insights Tool. This tool can help select a suitable index allocation based on expected market performance, volatility, and interest rates – whether they increase, decrease, or stay level.

Insider’s Guide August WebinarReviewing 2Q Allianz ® Index Allocation Performance + a Market OutlookTuesday, August 12, 20251:00 – 2:00 p.m. Central time
➜ Register now

Maximizing Social Security: Navigating the Client Conversations
2025-08-14 13:00 - 13:30 | https://go.simplicitygroup.com/l/887923/2025-06-06/2yd3n8?utm_source=intranet
On average, Social Security represents 30% of a retiree’s income,1 heavily influencing the way in which they live in retirement. However, just one misstep could cost an individual over $250,000.2
With over 9,000 ways to claim social security,3 it is imperative that clients feel informed and educated on the best strategy for them. Due to its importance and complexity, this strategy should be discussed with every client.
Attend Simplicity’s upcoming webinar to learn how to:

Identify and address the key retirement risks

Initiate an informed Social Security discussion

Present a clear strategy for your client by utilizing Simplicity’s tools and resources

American Equity - Retirement Planning
2025-08-15 11:30 - 12:30
Whether their retirement is around the corner or years away, checking in with clients now can help everyone avoid surprises later. Looking for ideas to spark those conversations?
Join us for a quick webinar touching on key income and fixed index annuity (FIA) questions.

5 quick questions to spark meaningful client conversations — in just 15 minutes

1.

Is your current annuity delivering the income you really need?

2.

Would your plan change if income needed to last for two lives instead of one?

3.

Interested in freeing up assets for growth — without sacrificing income?

4.

Are you set up and ready for your required minimum distributions (RMDs)?

5.

Have you prepared financially for possible future health events?

Retirement is about more than saving — it’s also about building income confidence. It may be time to talk to your clients about how an FIA or an FIA repositioning can help build guaranteed income.
Join us for a practical webinar designed to help you lead smarter, more impactful conversations with your clients.

Register for our webinar today

Coffee’s on us — we’ll send you a gift card when you register.

UFC Bi-Weekly Success Session, Webinar Series
2025-08-19 11:00 - 12:00, 2025-09-02 11:00 - 12:00, 2025-09-16 11:00 - 12:00
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

Athene Agility - An Agile Retirement Income Solution
2025-08-19 12:00 - 13:00
Join Kelsey Palmer, Internal Sales Specialist with Athene, who’ll provide insights into how a fixed indexed annuity may help your clients feel more confident about retirement with its agile:

Income that has potential for annual increases
Growth potential and protection from loss due to market downturns
Liquidity that allows some access to money if life takes a turn

Register now

Simplicity LifeLink™ Webinar
2025-08-19 13:00 - 13:30 | https://go.simplicitygroup.com/l/887923/2025-08-05/2yjxbc?utm_source=intranet
Simplifying the term life policy process for agents and their clients
Simplicity LifeLink™ provides an efficient way for advisors to sell term life policies and protect their clients. Leverage this exclusive platform to strengthen your relationship with clients as well as recruit more prospects.
Core benefits for an advisor:

Greater ease in executing the term life sales process

Higher conversion rates resulting in more placed business

A better client experience resulting in higher satisfaction

Simplicity - LifeLink
2025-08-19 13:00 - 14:00
Simplicity LifeLink™ provides an efficient way for advisors to sell term life policies and protect their clients. Leverage this exclusive platform to strengthen your relationship with clients as well as recruit more prospects

Core benefits for an advisor:

Greater ease in executing the term life sales process

Higher conversion rates resulting in more placed business

A better client experience resulting in higher satisfaction

Register to Attend

John Hancock - Impact of One Big Beautiful Bill Act
2025-08-21 11:00 - 12:00
The One Big Beautiful Act has been the most widely discussed legislation of 2025, with many meaningful components being passed into law. Join us to discuss the impact that the One Big Beautiful Bill Act will have on the life insurance industry, and the opportunities that will arise.

The seminar will be hosted on Thursday 08.21.25 at 11am EST. Please register here: Seminar Registration

We will be joined by Advanced Markets Attorney, Meg Patterson, to discuss the below topics, and more:

Estate Exemption changes
Qualified Business Income (QBI) deductions
State And Local Taxes (SALT) deductions

Let us help you stay sharp on industry updates to win your next case!

LTC Seminars by One America
2025-08-21 13:00 - 13:30 | https://go.simplicitygroup.com/l/887923/2025-07-16/2yhbts
https://go.simplicitygroup.com/l/887923/2025-07-16/2yhbts

As the baby boomer generation is now within the ages of 61 to 79, 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 burden on Medicaid

Providing a turnkey, free lead generation system that will help put appointments on your calendar

National Life: Control Your IRA Legacy: Addressing “Trust” Issues
2025-08-26 13:00 - 14:00
Embrace Family Reunion Month and address how IRA owners can name a trust as beneficiary to preserve and distribute wealth to the next generation. Click Here to Register

LIVE Advanced Wealth Webinar
2025-08-27 13:00 - 14:00
HOST: Vincent Munno
WHEN: Every Last Monday of the Month @ 1pmET
https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g

John Hancock - VUL Refresher
2025-08-28 11:00 - 12:00
VUL Refresher – Discuss our recently updated Accumulation VUL, Survivorship VUL, and the strength of John Hancock’s sub-account story. Click here to register.

Prudential - Help guide clients through life changes
2025-09-04 14:00 - 15:00
September is Life Insurance Awareness Month, which makes it an opportune time for you to learn new ways to enhance your interactions with clients.

Join host Doug Winkler, Vice President, Independent Sales, Prudential Financial, for an insightful webinar delivered by Amy Florian, award-winning speaker and author of No Longer Awkward, to discover:

How life transitions among clients can drive new business for financial advisors like you
The communication tools advisors use to help clients manage major life changes
Simple techniques to help you deepen your existing client relationships

Sign up today

Meet our speaker

Amy Florian
Amy Florian, CEO of Corgenius, lives out her passion by specializing in training professionals to communicate effectively with clients through all the losses and transitions of life.

She is author of over 250 articles and two award-winning books, including No Longer Awkward: Communicating with Clients through the Toughest Times of Life. She is the recipient of numerous awards for her ground-breaking work, including being named a 2021 Luminary by ThinkAdvisor, and has been quoted or featured throughout the financial trade press, including the Wall Street Journal, CNBC, Forbes, and many others.

Amy Florian is not affiliated with The Prudential Insurance Company of America.

American Equity - New Product Enhancements
2025-09-12 12:00 - 13:00
America’s No. 1 selling fixed index annuity (Q2 2025) is now offering even more to your clients, and we want to tell you all about it.1
Tom Kostek, Manager, Internal Sales & Training at American Equity, will lead us through our new product enhancements, including these features:

14% Bonus Icon

An increased premiumbonus of 14% on allfirst-year premiums

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Dual axis payout factors& simplified LifetimeIncome Benefit Rider options

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New indexoptions &crediting strategies

Register Today!

Allianz - Allocate Like an Actuary: Insights on Diversification
2025-09-16 14:00 - 15:00
Insider’s Guide – Allocate Like an Actuary: Insights on Diversification
Join us for an insightful webinar where we’ll explore how actuaries approach asset allocation.
We’ll examine four hypothetical actuaries, each with distinct risk profiles and time horizons:

Neil McBye: A conservative retired actuary with low risk tolerance.
Adam Braun: A chief actuary nearing retirement with medium risk tolerance.
Michael Locke: A workaholic not planning to retire for over 10 years, concerned about market volatility.
Christina Fortuna: A long-term investor, 10 years from retirement, comfortable with market risk.

In this session, you will learn:

Which allocations performed best since 2005.
The index allocations chosen by our hypothetical actuaries and their rationale.
The importance of diversification in varying market environments.

Presenters:Michael Painter, Senior Actuary, Allianz Life Insurance Company of North AmericaChristina Johnson, Assistant Actuary, Allianz Life Insurance Company of North America
September Insider’s Guide WebinarAllocate Like an Actuary: Insights on DiversificationTuesday, September 16, 20251:00 – 2:00 p.m. Central time
➜ Register now

Lincoln Financial - Market Insight & Forecast with Bank of America
2025-09-17 14:00 - 14:45
Lincoln Financial invites you to join us for a live webinar featuring Savita Subramanian, Managing Director, Head of U.S. Equity & Quantitative Strategy for Bank of America Global Research. She’ll provide market insights and forecasts, including a focus on:

Current state of the US equity market & economy – and key trends to watch
Economic indicators driving investor sentiment
Market outlook for H2 2025 and beyond
Opportunities and risks across sectors and themes
Insights from recent earnings reports

Register here

Allianz: Sailing the 7 C's of Premium Financing
2025-09-17 14:00 - 15:00
REGISTER HERE
Join Allianz for a journey through the seven C’s of premium financing and how it can potentially benefit high net worth prospects for life insurance.

At our next In the K.N.O.W. (Knowledge, News, and Opportunities Webinars) event, Jeremy Conover, Operations Director, will reveal what each of those seven C’s are … and why Allianz can be your trusted captain in premium financing:

Setting Sail with Premium Finance: Navigating New Horizons

Embark on a journey to understand premium finance, charting a course through its foundational principles.
Discover the purpose behind this financial vessel, the potential benefits it offers, and why some individuals choose to sail these waters.

Charting the Course to Suitable Candidates

Master the art of identifying an efficient crew for premium financing, helping to create a smooth voyage tailored to their unique financial needs.

Steering toward Success through Partnership

Recognize the importance of forming strong alliances in premium financing, where collaboration can help steer toward success in turbulent environments.

Exploring the Seas of Market Programs

Navigate through the vast ocean of programs available in the marketplace, each offering distinct solutions and benefits to guide different financial voyages.

Securian - Wait and See Trusts
2025-09-18 14:00 - 14:15
The wait and see advantage

Explore flexible estate planning strategies that allow clients to retain control of their assets while preparing for future estate tax exposure. Using life insurance and trust structures like credit shelter trusts, the “wait-and-see” approach helps clients preserve optionality, access cash value, and adapt to changing tax laws — without committing to irrevocable decisions too early.

Estate planning on your terms: The wait and see advantage

DATE: Thursday, September 18, 2025TIME: 2:00 p.m. ET; 1:00 p.m., CT; Noon MT; 11:00 a.m. PTSPEAKER: Marc Belletsky, ChFC®, CLU®, JD, RICP®, Senior Advanced Sales Counsel, Securian Financial

Register now

Athene - A comprehensive guide to navigating Roth conversions
2025-09-23 12:00 - 13:00
How many clients contribute to their retirement savings with pre-tax dollars and expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and why now may be a key time to discuss them. He’ll also explain how the recently enacted “Big Beautiful Bill” may limit the effectiveness of Roth conversions for certain taxpayers, and what you and your clients should consider moving forward.
You’ll learn about the:

Basics of a Roth IRA, Roth conversions and the mechanics of executing one
Key rules to understand, including the pro-rata rule, 5-year rules, and withdrawal ordering
How recent legislation, including the “Big Beautiful Bill,” may impact Roth conversion strategies

Register now
