Universal Financial Consultants IMO

Marketing Summit
2023-09-20 17:00 - 2023-09-22 14:00 (America/New_York)
RESCHEDULED DATES DUE TO IDALIA STORM
Original Dates: August 30 – Sept 1

Join us at the UFC Headquarters in Clearwater, FL for a 2 day training event where you will learn the ins-and-outs of the proven business practices that will increase your revenue by 3-10X! Contact your internal representative for registration details.

BI-WEEKLY SUCCESS SESSIONS WITH STEVE GILBERT
2023-10-03 11:00 - 12:00, 2023-10-17 11:00 - 12:00, 2023-10-31 11:00 - 12:00, 2023-11-14 11:00 - 12:00, 2023-11-28 11:00 - 12:00, 2023-12-12 11:00 - 12:00, 2023-12-26 11:00 - 12:00

LIVE PremiumLife™ Match Case Study Webinar
2023-10-24 13:00 - 14:00
Join us and Nathan Medin, the creator of PremiumLife™ Match,
to learn how and why this no-collateral premium finance design
is making HUGE waves with HENRY clients!
– Reduced net worth requirements
– No out of pocket collateral
– No ELO riders
– No loan pooling
– Double income potential
– Double coverage

Join to walk through a REAL case to see how it was positioned and sold!
– The client profile / lead source
– Why the program makes sense for them
– How they positioned it
– Any obstacle they faced during the sales cycle
– The difference it made for the advisor

Millionaire Mastermind Training Session
2023-11-15 18:30 - 2023-11-17 12:00
Join us at the UFC Headquarters for a comprehensive training session led by our Millionaire Masterminds. Gain insights from individuals who consistently submit $1-4 million in annuity premiums each month, and leave with actionable steps that you can promptly put into practice to make a greater impact on the lives of your clients and significantly boost your revenue.

Learn More at the link below!

Marketing & Sales Summit
2024-01-24 - 2024-01-26

LIVE Advanced Wealth Webinar
2024-05-29 13:00 - 14:00, 2024-06-26 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

Athene: Best Practices, Client Events
2024-05-30 11:00 - 12:00
Click Here to Register

Global Atlantic Spring 2024 Product Enhancements Webinar
2024-05-30 12:00 - 13:00
Register Here
I’d like to extend an invitation to a short webinar focused on our Spring 2024 Product Enhancements which will include:

· New – Rate For Term Locked Cap Strategy on ForeAccumulation II FIA*
· Increased Max Issue Age on our Enhanced Death Benefit on ForeAccumulation II FIA
· Enhancements to our early-Income (Income 150+ SE FIA) and deferred-income (ForeIncome II FIA)

Athene Building the case for custom indices with Laurence Black
2024-06-04 11:00 - 12:00
Click Here to Register
Join Laurence Black, founder of The Index Standard®, as he shares expert insight on why custom indices may have a valuable place in an annuity, especially in a world of higher inflation and fluctuating interest rates. You’ll learn about:

What is driving the need for custom indices
Why a risk control feature can be critical during periods of high volatility
How you can use exclusive research conducted by The Index Standard with Athene to potentially improve the outcomes of your clients’ retirement income plans

Simplicity University: Life Insurance Training
2024-06-04 11:00 - 12:00
Click Here to Register
A Seamless Approach to Life Insurance
Access resources designed to simplify the sales process and expand business.
Reduce confusion and increase performance by providing clients with clear and concise plans that fit their needs and evoke trust. Utilizing advanced strategies that assist in the sales cycle from start to finish can help create efficiency within your business.
Simplicity University – Life provides:

Exclusive easy-to-use IUL software

Solutions to maximize long-term success

Case design strategies to improve portfolios

UFC Monthly Seminar Masterclass
2024-06-05 13:00 - 14:00, 2024-07-10 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 Webinar: Demystifying Split-Dollar Arrangements
2024-06-06 14:00 - 15:00 | https://event.on24.com/wcc/r/4536383/16794E34F4CF5054E58191ED1E22BDC1?mkt_tok=NzAzLU5IUi04NDkAAAGTh3V2ahPItEgqdZz2CIE3swE3m0h4ww-BseVU-KT8Y_6lmxmlkvKBOmF5aLTkalyLgFiSuXV5nJpuxq28IrhfOQCVUmkU_6s984kaxIOA
Join us for an upcoming webinar where we’ll debunk the idea that split dollar is too complicated of a strategy to employ in your practice. We’ll break it down by:

Building the strategy from the ground up to give you the basics
Defining the two distinct markets
Reviewing the benefits and considerations of the strategy’s different flavors

Webinar Information:

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.

UFC Bi-Weekly Success Session, Webinar Series - IRA Rescue , Steve Gilbert
2024-06-11 11:00 - 12:00
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

North American's Web Based Software 101
2024-06-18 14:00 - 15:00
Who doesn’t love to work more efficiently? Lucky for you, Web-Based Illustrations can help make running illustrations for life insurance easier and faster! Attend this webinar to learn how to illustrate our ADDvantage Term, GUL and GIUL Products and access different reports in North American’s Web-Based Illustrations Platform.
Click Here to Register

F & G: The Illuminate Webinar Series
2024-06-24 11:30 - 12:30
Click Here to Register

Join us for a live webinar to see why more and more top producers are incorporating conversations around death benefits into their retirement income planning conversations.
In this session, we will cover:

Checkmark

A solution for creating a legacy that lasts by guaranteeing a payout to your clients’ beneficiaries

Checkmark

How to reduce the potential for taxes to turn your clients’ death benefit into a burden for their loved ones, and

Checkmark

Why it matters where you place your death benefit business

UFC Bi-Weekly Success Session, Webinar Series - PremiumLife™ FLEX with Nathan Medin
2024-06-25 11:00 - 12:00

North American: Executive Advantage North American's Loan Split Dollar using Life Insurance.
2024-06-26 13:30 - 14:30

Global Atlantic: Opportunity Knocks
2024-07-09 09:00 - 10:00
Join us for an exclusive webinar for our mid-year update, where we will delve deeper into the opportunities we see, the technical backdrop supporting our optimism, and the regime change we believe is underway.
Click Here to Register

UFC Bi-Weekly Success Session, Webinar Series
2024-07-09 11:00 - 12:00

LIVE FL Recruiting Webinar
2024-07-11 11:00 - 12:00 | https://ufc-bz.zoom.us/webinar/register/WN_uBVDaLrtQFKmgyi4rliO6Q
https://ufc-bz.zoom.us/webinar/register/WN_uBVDaLrtQFKmgyi4rliO6Q

Athene: Suitability updates you need to know
2024-07-11 11:00 - 12:00
Join to discuss latest suitability process updates.
Click here to Register

Prudential: FOREIGN NATIONAL PLANNING
2024-07-11 14:00 - 15:00
