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10 events found.

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  • June 2025

  • Thu 5
    June 5 @ 1:00 pm - 2:00 pm

    Prudential: Premium Paying Strategies for High-Net-Worth Clients

    Click Here To Register 

  • Tue 10
    June 10 @ 11:00 am - 12:00 pm

    UFC Bi-Weekly Success Session, Webinar Series

    Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

  • Tue 10
    June 10 @ 12:00 pm - 1:00 pm

    Athene – Social Security Optimization (Part 2)

    Register Now

  • Thu 12
    June 12 @ 12:00 pm - 1:00 pm

    Athene – The 60/40 Outlook

    The 60/40 Outlook Thursday, June 1211:00 a.m. CTRegister nowJoin 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 […]

  • Tue 17
    June 17 @ 1:00 pm - 2:00 pm

    Simplicity – Solutions for Long-Term Care Needs

    Solutions for Long-Term Care NeedsVirtual Event:Tuesday, June 17, 2025 at 1:00 PM ETRegister to AttendAs 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 […]

  • Tue 17
    June 17 @ 2:00 pm - 3:00 pm

    Global Atlantic – Meeting the Moment: How to deliver clarity in a volatile environment

    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 […]

  • Wed 18
    June 18 @ 2:00 pm - 3:00 pm

    Wealth.com – The Ins and Outs of Gifting

    The Ins and Outs of GiftingJoin 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

  • Tue 24
    June 24 @ 11:00 am - 12:00 pm

    UFC Bi-Weekly Success Session, Webinar Series

    Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

  • Tue 24
    June 24 @ 1:00 pm - 2:00 pm

    National Life: Protecting Your Retirement Income with an Annuity

    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

  • Wed 25
    June 25 @ 11:30 am - 12:30 pm

    The Standard – Explore the S&P 500® Dynamic Intraday TCA Index

    Why Be Dull When You Can Be Dynamic? Explore the S&P 500® Dynamic Intraday TCA IndexYou’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 […]

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Simplicity UFC

1499 Gulf to Bay Blvd
Suite 100
Clearwater, FL 33755

Email: info@ufc.bz
Office: 727-669-0109
Toll-Free: 800-506-4UFC (4832)
Fax: 727-799-3869

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Information provided is general and educational in nature, and is not intended to be, and should not be construed as, legal or tax advice. Universal Financial Consultants does not provide legal or tax advice. Laws of specific states or laws relevant to a particular situation may affect the applicability, accuracy or completeness of this information. Federal and state laws and regulations are complex and subject to change. Universal Financial Consultants makes no warranties with regard to the information or results obtained by its use. Universal Financial Consultants disclaims any liability arising out of an agent’s use of or reliance on, the information. FOR AGENT USE ONLY. NOT FOR SOLICITATION OR ADVERTISING TO THE GENERAL PUBLIC. Copyright Universal Financial Consultants 2022

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