Universal Financial Consultants IMO

National Life Groups’ 403(b)/457(b) Certified Training
2025-03-20 13:00 - 15:00 (America/New_York)
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.

UFC Bi-Weekly Success Session, Webinar Series
2025-04-01 11:00 - 12:00, 2025-04-15 11:00 - 12:00, 2025-04-29 11:00 - 12:00
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

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

UFC Monthly Seminar Masterclass
2025-04-02 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

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

Athene: Performance Elite Strategy Preset Deep Dive
2025-04-10 12:00 - 13:00

Simplicity: Building a Scalable Advisory Business with Dynamic Sales Skills
2025-04-10 13:00 - 14:00 | Event
Click Here to Register

97% of top-performing sales representatives utilize
conversational selling as opposed to pitching.1

Advisors today face increasing pressures to stand out, deepen client relationships, and drive sustainable growth in a competitive market. Utilizing advanced training and dynamic sales techniques are key components to overcoming these hurdles and achieving your business goals.

Attend this webinar to gain valuable insights and:

emphasize skills that strengthen client relationships

improve lead generation strategies

optimize the sales process

Prudential: Raising the BAR on Life Insurance: What Clients Need to Know About the BenefitAccess Rider
2025-04-10 14:00 - 15:00
Webinar Information: Click here to REGISTER

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.

Securian: SecureCare UL - what you need to know
2025-04-10 14:00 - 15:00

John Hancock: Discover the new Accumulation VUL — a product for all seasons
2025-04-16 14:00 - 15:00
Click Here to Register
Join us for an insightful webinar on April 16 at 2 p.m. ET where we explore the new Accumulation VUL, a life insurance product designed to support your clients’ planning goals through every season of life. From wealth accumulation and distribution to income protection and legacy preservation, learn how you can leverage this product’s features to help your clients address their needs throughout their financial journey.
There’s never been a better time to time to tell the John Hancock VUL story. Don’t miss this must-attend session for you and your colleagues!

Simplicity: Navigate Uncertain Tax Changes with Confidence
2025-04-17 13:00 - 14:00

Securian: The Great Reprieve: The Future of 199A and Strategies for Business Owners
2025-04-17 14:00 - 15:00
Click Here to Register:As we look ahead to the potential extension of the qualified business income (QBI) deduction, small business owners need to maximize this opportunity while preparing for future changes. We understand the importance of ensuring growth and profitability within pass-through entities such as LLCs, Partnerships, and S-Corporations. To help business owners make the most of this opportunity, we will explore various strategies and case studies, including executive bonus, split dollar, and key person. By proactively implementing these strategies, small businesses can not only capitalize on the current QBI deduction, but also establish a solid foundation for long-term success.

National Life: Life Insurance: From Traps to Taxes
2025-04-22 13:00 - 14:00
Observe National Financial Literacy Month and learn more about how life insurance policies are taxed and some “traps” that should be avoided. Click Here to Register

Exclusive LifeCare webinar: Protecting assets under management
2025-04-23 14:00 - 15:00 | Event
Thank you for registering for Exclusive LifeCare webinar: Protecting assets under management.
LIVE EVENT DATE: April 23, 2025 LIVE EVENT TIME: 02:00 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/4838833/221B342D782C7D7EF2BA53412B04029A EMAIL:
Thank you and enjoy the event!

Simplicity: Simplicity Life Sources
2025-04-24 13:00 - 14:00
Click Here to Register

Navigating advanced case design and extensive underwriting processes often interfere with advisors’ ability to deliver effective solutions and grow their business.

Discover how Simplicity’s proprietary tools and platforms streamline this process, while offering clients a solution to underfunded retirement plans.

During this webinar, you will learn about:

streamlined case design and back office support.

increased potential for protection and accumulation.

supplemental retirement savings strategies.

Athene: Client Communication Edge
2025-04-29 11:00 - 12:00

Simplicity: Simplicity LifeLink™
2025-04-29 13:00 - 14:00
Click Here to Register

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

KKR Webcast: Navigating Trade Tensions
2025-04-29 16:00 - 17:00
Click Here to Register
We invite you to join us for an exclusive webcast with Ken Mehlman, Partner and Global Head of Public Affairs and Co-Head of Global Impact and Vance Serchuk, Executive Director of the KKR Global Institute. They will share the latest insights on key investor questions several weeks post ‘Liberation Day.’ If you are unable to join live, a replay will be available within 24-hours
