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10 events found.

Events

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  • August 2025

  • Thu 7

    Pacific Life – Learn more about the One Big Beautiful Bill Act

    August 7, 2025 @ 2:00 pm - 3:00 pm

    How Will the New Bill Impact Your Clients?Join us on Thursday, 8/7/25, for a live CE webinar, "One Big Beautiful Bill Act," to gain insights about what the new law […]

  • Tue 12

    Athene – Impact of Volatility FIA Participation

    August 12, 2025 @ 12:00 pm - 1:00 pm

    Join Joshua Levine, Director of Equity Derivatives Insurance Solutions, and Hannah Jeter, Vice President of Global Equities Insurance Solutions at Bank of America, for a timely discussion on ways volatility […]

  • Tue 12

    Allianz – 2Q Allianz Index Allocation Performance + a Market Outlook

    August 12, 2025 @ 2:00 pm - 3:00 pm

    Reviewing 2Q Allianz® Index Allocation Performance + a Market OutlookJoin our Insider’s Guide webinar to gain valuable insights into 2Q 2025 index performance from Charlie Ripley, Vice President of Portfolio Management […]

  • Thu 14

    Maximizing Social Security: Navigating the Client Conversations

    August 14, 2025 @ 1:00 pm - 1:30 pm
    https://go.simplicitygroup.com/l/887923/2025-06-06/2yd3n8?utm_source=intranet

    On average, Social Security represents 30% of a retiree’s income,1 heavily influencing the way in which they live in retirement. However, just one misstep could cost an individual over $250,000.2With over […]

  • Fri 15

    American Equity – Retirement Planning

    August 15, 2025 @ 11:30 am - 12:30 pm

    Whether their retirement is around the corner or years away, checking in with clients now can help everyone avoid surprises later. Looking for ideas to spark those conversations?Join us for […]

  • Tue 19

    UFC Bi-Weekly Success Session, Webinar Series

    August 19, 2025 @ 11:00 am - 12:00 pm

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

  • Tue 19

    Athene Agility – An Agile Retirement Income Solution

    August 19, 2025 @ 12:00 pm - 1:00 pm

    Join Kelsey Palmer, Internal Sales Specialist with Athene, who’ll provide insights into how a fixed indexed annuity may help your clients feel more confident about retirement with its agile:Income that […]

  • Tue 19

    Simplicity LifeLink™ Webinar

    August 19, 2025 @ 1:00 pm - 1:30 pm
    https://go.simplicitygroup.com/l/887923/2025-08-05/2yjxbc?utm_source=intranet

    Simplifying the term life policy process for agents and their clientsSimplicity LifeLink™ provides an efficient way for advisors to sell term life policies and protect their clients. Leverage this exclusive […]

  • Tue 19

    Simplicity – LifeLink

    August 19, 2025 @ 1:00 pm - 2:00 pm

    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 […]

  • Thu 21

    John Hancock – Impact of One Big Beautiful Bill Act

    August 21, 2025 @ 11:00 am - 12:00 pm

    The One Big Beautiful Act has been the most widely discussed legislation of 2025, with many meaningful components being passed into law. Join us to discuss the impact that the […]

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1499 Gulf to Bay Blvd
Suite 100
Clearwater, FL 33755

Email: info@ufc.bz
Office: 727-669-0109
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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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