Universal Financial Consultants IMO

Athene - IRA Beneficiary Rules after the SECURE Act
2025-06-05 12:00 - 13:00 (America/New_York)
IRA Beneficiary Rules after the SECURE Act

Thursday, June 511:00 a.m. CT

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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

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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
Click Here To Register

UFC Bi-Weekly Success Session, Webinar Series
2025-06-10 11:00 - 12:00, 2025-06-24 11:00 - 12:00, 2025-07-08 11:00 - 12:00, 2025-07-22 11:00 - 12:00, 2025-08-05 11:00 - 12:00
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

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

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Simplicity - Solutions for Long-Term Care Needs
2025-06-17 13:00 - 14:00
Solutions for
Long-Term Care Needs

Virtual Event:
Tuesday, June 17, 2025 at 1:00 PM ET

Register to Attend

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 burden on Medicaid.

A turnkey free lead generation system that will help put appointments on your calendar.

Register to Attend

Can’t make it? Register now to watch it on demand.

Global Atlantic - Meeting the Moment: How to deliver clarity in a volatile environment
2025-06-17 14:00 - 15:00
Click Here to Register
You can’t predict the market, but you can be ready for what it throws your way.
In this webinar, you’ll hear from KKR and Global Atlantic leaders who will share their insight, expertise, and product knowledge to provide the tools to have confident conversations during volatile environments.
Here’s a closer look at what will be covered:

A breakdown of the current macroeconomic environment
How to work with clients in the “Fragile Decade” — the five years before and five years after retirement
Available products that may provide clients with elements of protection during volatility

Wealth.com - The Ins and Outs of Gifting
2025-06-18 14:00 - 15:00
The Ins and Outs of Gifting
Join Dave Haughton, Sr. Corporate Counsel, for a CE-eligible session on tax-efficient gifting strategies, including direct gifts, trusts, and 529 plans, with insights into exemptions, reporting, and planning opportunities. Ideal for advisors helping clients navigate complex gifting decisions in today’s evolving tax landscape.

👉 Click here to sign up

National Life: Protecting Your Retirement Income with an Annuity
2025-06-24 13:00 - 14:00
Observe National Annuity Awareness Month by learning more about how annuities can complement your retirement and reduce longevity risk with guaranteed income. Click Here to Register

The Standard - Explore the S&P 500® Dynamic Intraday TCA Index
2025-06-25 11:30 - 12:30
Why Be Dull When You Can Be Dynamic?
Explore the S&P 500® Dynamic Intraday TCA Index

You’re Invited to an Exclusive WebinarLearn all about Enhanced Choice Index Plus FIA and the S&P 500® Dynamic Intraday TCA Index—a strategy designed to bring indexing to life.
What You’ll Learn:

How the index uses E-mini futures to gain S&P 500® exposure.
How intraday volatility control and trend mechanisms work together to adapt to changing markets.

Featured Speakers:Hear from Paul Garofoli, FLMI, RICP®, regional vice president at The Standard, and Robert McNamara, CFA, senior director, Insurance Division at S&P Dow Jones Indices. Together, they’ll break down how this index works and why it’s gaining traction with today’s annuity clients.
Indexing doesn’t have to be dull — it can be dynamic.Don’t miss this opportunity to explore a strategy built for today’s market.

Register Today!

LIVE Advanced Wealth Webinar
2025-06-25 13:00 - 14:00, 2025-07-30 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

UFC Monthly Seminar Masterclass
2025-07-02 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 - Washington Update with UBS
2025-07-08 12:00 - 13:00
Join John Nolan, Managing Director and Head of Government Affairs US at UBS, for expert insights into the evolving priorities of a second Trump administration and what they could mean for policy, trade, and taxation in 2025. You’ll learn:

How Trump 2.0 may differ from his first term and what that may mean for markets and policy.
What to expect from potential changes in trade policy, deregulation, and tax reform.
A strategic overview of the new administration’s direction and its broader economic impact.

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Athene - Suitability updates you need to know
2025-07-10 12:00 - 13:00
Suitability updates you need to know

Thursday, July 1011:00 a.m. CT

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Join Athene’s Chad Batterson, VP Compliance, for the latest suitability process updates. He’ll also offer a closer look at the suitability form and product comparison worksheets required when doing business with Athene.

Prudential - Gifting and client wealth transfer
2025-07-10 14:00 - 15:00
Join our monthly trimester webinar presented by Michael G. Connell, Director of Advanced Planning, who will provide you with an overview of gifting and today’s learning opportunity so that you can help clients maximize their legacy plan. You’ll leave with a better understanding of:

the value of gifting as a wealth transfer technique
the typical profile of clients who may benefit
how leveraging life insurance can help clients leave even more to their loved ones

Sign up now to discover how the right gifting strategy may enhance clients’ overall financial plans.

Speaker
Michael G. Connell, CLU®, ChFC®
Director
Advanced Planning
Prudential Financial, Inc.

Host
Karen Hofmann, CLU®, ChFC®, CASL®
Vice President
Advanced Planning
Prudential Financial, Inc.

Reserve your spot now

Athene - How to help clients manage financial stress
2025-07-15 12:00 - 13:00
Register now
Join Sonya Lutter, Ph.D., CFP®, LMFT, a Financial Psychologist, researcher, and author, for a powerful session on the science of stress, mindset, and motivation. Lutter will share expert insights to help support clients through financial anxiety and guide them toward meaningful, lasting change. You’ll explore:

Ways to recognize stress and anxiety patterns that may affect financial decision-making.
The science behind positive framing and how it can influence client motivation.
Practical strategies to assess readiness for change and help build client confidence through small, consistent actions.

Ameritas - One Big Beautiful Bill: What Every Financial Professional Must Know
2025-07-15 14:00 - 15:00
Advanced Planning News Flash

July 2025
One Big Beautiful Bill: What Every Financial Professional Must Know
The One Big Beautiful Bill, signed into law on July 4, 2025, is expected to significantly reshape how families plan, preserve and transfer wealth. With sweeping changes to tax policy—including permanent individual rate cuts, expanded estate exemptions and new deductions—the legislation introduces both complexity and opportunity for financial professionals and their clients.
To help financial professionals navigate this pivotal moment, join the Ameritas advanced planning team and our strategic alliance, BakerHostetler, for a timely special webinar on July 15 at 2 p.m. ET. BakerHostetler is a nationally recognized law firm with more than 100 years of experience and offices across the United States. Their deep expertise in tax law and estate planning makes them a valuable partner in interpreting and applying the provisions of this landmark legislation.
This session will break down the core elements of the bill and explore its implications across multiple advanced planning topics. While the bill introduces some uncertainty, it also opens the door to unprecedented planning opportunities. The webinar will offer actionable strategies to help financial professionals guide clients with clarity and confidence in this new tax environment.

One Big Beautiful Bill: What Every Financial Professional Must Know
July 15, 2 p.m. ET

Register Now

Athene - US Economic Update with BNP Paribas
2025-07-17 12:00 - 13:00
US Economic Update with BNP Paribas

Thursday, July 17 | 11:00 a.m. CT

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Securian - How much is your client's business worth?
2025-07-17 14:00 - 14:15
Gain a competitive advantage with business valuation

Turn business valuation into your competitive advantage. Deliver comprehensive financial advice to business-owner clients, differentiate your practice, and offer new opportunities to grow your business.
This month, we welcome special guest Kevin Saad, Senior Director of Customer Success at BizEquity®, to discuss how offering business valuations can open the door to business-owner clients.

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Upcoming webinar

What is your client’s business worth?

DATE: Thursday, July 17, 2025TIME: 2 p.m. ET; 1 p.m., CT; noon MT; 11 a.m. PTSPEAKERS: Stephanie Beckwith, J.D., CLU®, RICP®, Advanced Sales Counsel, Securian Financial, and Kevin Saad, Sr. Director of Client Success, BizEquity

Register now

National Life: Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
2025-07-22 13:00 - 14:00
Embrace Family Reunion Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation. Click Here to Register

John Hancock - New Accumulation IUL with Guaranteed Issue and our Chronic Illness Rider!
2025-07-24 11:00 - 12:00
New Accumulation IUL with Guaranteed Issue and our Chronic Illness Rider! We’ll dig into this exciting multi-life offering. Click here to register.

Simplicity - 2025 Mid-Year Economic and Market Outlook
2025-07-24 16:00 - 17:00
Join Simplicity Wealth’s Thomas Rozman, Partner and Chief Investment Officer, and Matt Opsal, Senior Manager Research Analyst, as they provide insight into the 2025 Mid-Year Economic and Market Outlook.

Topics include:

Economic Update: Explore the year-to-date impact of monetary policy, economic growth trends, tariffs, and inflation

Market Review: Examine current valuations across equities and fixed income, and corporate earnings performance

Investment Strategy Outlook: Understand and identify key opportunities in the equity market, bond market, and alternative assets

Client Talking Points: The value of planning over products, investing during market highs, and the importance of remaining invested

Register to Attend

Can’t make it? Register now to watch it on demand.

Simplicity - How to Leverage the OBBBA to Increase Sales and Create New Client Opportunities
2025-07-29 13:00 - 14:00
With the recent signing of the One Big Beautiful Bill Act (OBBBA) into law, Simplicity is committed to providing timely, valuable resources to help advisors understand its implications and identify the opportunities it creates for their business. Register and be sure to share the registration link and encourage your advisors to attend.

How to Leverage the OBBBA to Increase Sales and Create New Client Opportunities
Hosted by Simplicity’s Patrick Kelly and David Foster

Tuesday July 29th, 2025, at 1PM ET

Register

The Session will cover the following

What the OBBBA is and what impact it has on advisors
How it opens doors to new market opportunities and sales strategies
Practical ways you can leverage the Act to grow your business

Social Media Posts and Email templates are available for your use and can be found Here

Global Atlantic - Summer 2025 Product Enhancements
2025-07-31 11:00 - 12:00
We just keep making our product lineup stronger! You’re invited to our upcoming webinar focused on the newly announced Summer Product Enhancements to our income and accumulation fixed index annuities (FIA). This webinar will be hosted by Global Atlantic leaders and will feature guest speakers from Nasdaq Global Indexes and S&P® Global who will share insights into key strategies to support your clients’ retirement approach. Get ready to hear about these enhancements—and more:

New! Lifestyle Payment Option* on Income 150+ SE FIA with the Guaranteed Lifetime Withdrawal Benefit and ForeIncome II FIA with the Guaranteed Income Builder Benefit

New! Streamlined index offerings for Income 150+ SE FIA and ForeIncome II FIA, removing underutilized strategies and adding two new choices that focus on volatility control:

– S&P® 500 Engle 12% VT (USD) ER with one-year Cap Rate
– Nasdaq-100 Agile 15%™ index with one-year Cap Rate

Increased! ForeAccumulation II FIA optional Enhanced Death Benefit rider

Register Here

Athene - Global-focused economic update with S&P Global
2025-08-05 12:00 - 13:00
Anu Ganti, Head of U.S. Index Investment Strategy at S&P Global, will provide a year-to-date update of global markets and highlight:

U.S. performance trends versus the rest of the world
Reversals in large vs. small cap relative performance
Impact of key macro variables across sectors and factors

She’ll also dive into the current volatility landscape and themes to consider ahead of Q4.

Register now
