Universal Financial Consultants IMO

UFC Monthly Seminar Masterclass
2025-03-05 13:00 - 14:00, 2025-04-02 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

Athene: Advanced Social Security Claiming Strategies
2025-03-06 12:00 - 13:00
Click Here to Register and for more details!

Simplicity Life Sales Summit
2025-03-11 10:00 - 11:00, 2025-03-12 10:00 - 11:00 | Dallas, TX, United States
Contact your ADC to see how you qualify!

W&S Financial Group: Boost Your Business with Expert Annuity Strategies & Timely Topics!
2025-03-11 13:00 - 14:00
If you are ready to take your business to the next level, join our exclusive webinar series designed to help you learn new annuity strategies and refresh your industry knowledge.
Click Here to REGISTER

Athene: Building Connections with Affluent Women Clients
2025-03-12 12:00 - 13:00
Click here to register & for more details!
Join Patty Hausherr, the VP of sales within Atehen give insight on building connections with Affluent Women Clients.

Athene: Athene Agility℠ — An Agile Retirement Income Solution
2025-03-13 12:00 - 13:00
Click Here to Register & for more details

Simplicity: Maximizing ROI on In-Person Prospecting Events
2025-03-13 13:00 - 14:00
Workshop Best Practices – Click HERE TO REGISTER
Walk through effectively executing lead generation workshops to build client connections and close more appointments. Utilize Simplicity’s best practices to help grow your business.
Simplicity’s Educational Resources:

Strategic Touchpoints

Closing Appointments

Forming Connections

UFC Bi-Weekly Success Session, Webinar Series
2025-03-18 11:00 - 12:00, 2025-04-01 11:00 - 12:00
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

Mutual of Omaha: Sucessful Sales Techniques
2025-03-18 11:00 - 12:00
Click here to register!
Successful Sales Techniques
Tuesday, March 18 — 11 a.m. CST

Simplicity University - Annuity Training
2025-03-18 11:00 - 12:00
Click Here to REGISTER
Creating Urgency Without Pressure
How to position annuities to motivate prospects and earn new business.
Register for Simplicity University to learn how to master the conversation about annuities.
Attendees will learn how to:

Identify and address prospect’s concerns surrounding retirement income
Educate prospects on the key product attributes of annuities
Demonstrate how annuities can address key financial planning considerations
Position the features and benefits of annuities to create urgency without pressure
Close the annuity conversation with a repeatable, transferable three-step process

National Life: Transform Your Sales Strategy – Join Our Exclusive Webinar!
2025-03-18 11:00 - 12:00
Click here to RegisterImagine if your prospects shifted from asking, “How much does this cost?” to exclaiming, “How much can I put in?!” In our upcoming webinar, seasoned National Life agent Starr Barnum and co-presenter Lyndon Clark will reveal how National Life’s illustration software, combined with Circle of Wealth tools, can overcome common objections, highlight the benefits of cash value life insurance, and clearly explain how life insurance loans work.

National Life: Relationship BUILDing: Carriers, Clients and All The Rest
2025-03-19 11:00 - 12:00
Click Here to Register
BUILDing strong relationships is the key to your success.
A great relationship with your carrier can make the difference in getting vital information and needed services. Relationship building with clients helps you establish yourself as a trusted advisor. In short, a successful business starts and ends with your ability to establish and maintain relationships.
Join Mike Duncan, Vice President of Independent Distribution at National Life Group, as he discusses the importance of creating strong relationships with carriers and clients and how you can make those relationships stronger.

Simplicity Sales Call - Carrier Updates
2025-03-19 13:00 - 14:00
Click Here to Register
Join Simplicity for a monthly webcast, where you will obtain the latest information from multiple life and annuity carrier partners relating to product updates, sales concepts, and more.
*Please note there will be 4 carriers on each monthly call

Simplicity: Employer Group LTD Insurance Plans
2025-03-20 13:00 - 14:00
Click Here to Register
Addressing the Gaps in Group LTD Coverage
Navigating long-term disability (LTD) coverage can be a complex challenge. While employer-provided Group LTD insurance offers valuable baseline protection, it often falls short in key areas, leaving clients vulnerable to unexpected financial risks.
Simplicity helps advisors discover practical strategies to bridge these gaps and enhance clients’ financial security with tailored income protection solutions.
Attend to learn how:

Individual policies can help protect clients through job changes

To counteract benefit caps and secure more comprehensive coverage

Offsets can drastically reduce Group LTD payouts

Tax-free benefits from individually paid premiums can provide a critical safety net

Athene:E-App Demo
2025-03-20 13:00 - 14:00
Click Here to Register
Join Heather for a deep dive into the latest e-app enchancments to help streamline your workflow.

National Life Groups’ 403(b)/457(b) Certified Training
2025-03-20 13:00 - 15:00
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations.
Click Here to Register

National life: Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
2025-03-25 13:00 - 14:00
Celebrate National Employee Appreciation Day and learn how offering life insurance in qualified plans makes both dollars and sense. Click Here to Register

National Life: SMALL BUSINESS RETIREMENT PLANS – THE ANSWER TO STATE-MANDATED RETIREMENT PLANS
2025-03-25 13:00 - 14:00
Click Here to Register
Strategies for prospecting and establishing retirement plans for business owners and their employees that comply with new state-mandated rules and that offer tax credits/deductions to business owners.

Simplicity Wealth in Minneapolis
2025-03-26 12:00 - 13:00, 2025-03-27 12:00 - 13:00, 2025-03-28 12:00 - 13:00 | The Westin Edina Galleria, 99 Edina Ct, Minneapolis, MN, United States
Join Simplicity Wealth for a two-day immersive training event focused on key platform areas designed to strategically grow your advisory business.
• New Platform Enhancements
• Institutional Trading Capabilities
• Planning Team Optimization
• Investment Proposal Presentation
• Proprietary Risk Management Platform
• Collaborative Learning

LIVE Advanced Wealth Webinar
2025-03-26 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

Simplicity: Generate Leads and Streamline Your Life Insurance Business
2025-03-27 13:00 - 14:00
Click Here to Register
Unlock new growth opportunities and drive lead generation with Simplicity’s suite of tools designed to elevate your life insurance business. Attract clients seeking tax-efficient retirement strategies and simplify complex concepts while seamlessly boosting efficiency and engagement.
Explore how Simplicity can help you streamline processes with:

Effective communication of challenges and tailored solutions

Higher conversion rates for increased business placement

Interactive IUL demonstrations with storytelling and personalized data

National Life Groups’ 403(b)/457(b) Certified Training
2025-03-27 13:00 - 15:00
Click Here to Register
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations. The Central Region States are: TX, AR, IA, IL, KS, MO, MN, NE, ND, OK, SD and WI.

W&S Financial: Boost Your Business with Expert Annuity Strategies & Timely Topics!
2025-04-02 11:00 - 12:00
If you are ready to take your business to the next level, join our exclusive webinar series designed to help you learn new annuity strategies and refresh your industry knowledge.*For Professional Use Only
Click HERE to Register

Prudential : 10 Minute Monday
2025-04-07 14:00 - 15:00
Click Here to Register
Join us for 10-Minute Mondays, a webinar series exclusively for financial professionals. In just 10 minutes you’ll learn how to grow your business with the foundation of a new strategy and the typical client profile.
This event is for financial professionals only.

Athene: The Power of Zero
2025-04-08 11:00 - 12:00
Click here to Register
