Universal Financial Consultants IMO

John Hancock - VUL Refresher
2025-08-28 11:00 - 12:00 (America/New_York)
VUL Refresher – Discuss our recently updated Accumulation VUL, Survivorship VUL, and the strength of John Hancock’s sub-account story. Click here to register.

UFC Bi-Weekly Success Session, Webinar Series
2025-09-02 11:00 - 12:00, 2025-09-16 11:00 - 12:00, 2025-09-30 11:00 - 12:00, 2025-10-14 11:00 - 12:00, 2025-10-28 11:00 - 12:00, 2025-11-11 11:00 - 12:00, 2025-11-25 11:00 - 12:00, 2025-12-09 11:00 - 12:00
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

UFC Monthly Seminar Masterclass
2025-09-03 13:00 - 14:00, 2025-10-01 13:00 - 14:00, 2025-11-05 13:00 - 14:00, 2025-12-03 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 - Help guide clients through life changes
2025-09-04 14:00 - 15:00
September is Life Insurance Awareness Month, which makes it an opportune time for you to learn new ways to enhance your interactions with clients.

Join host Doug Winkler, Vice President, Independent Sales, Prudential Financial, for an insightful webinar delivered by Amy Florian, award-winning speaker and author of No Longer Awkward, to discover:

How life transitions among clients can drive new business for financial advisors like you
The communication tools advisors use to help clients manage major life changes
Simple techniques to help you deepen your existing client relationships

Sign up today

Meet our speaker

Amy Florian
Amy Florian, CEO of Corgenius, lives out her passion by specializing in training professionals to communicate effectively with clients through all the losses and transitions of life.

She is author of over 250 articles and two award-winning books, including No Longer Awkward: Communicating with Clients through the Toughest Times of Life. She is the recipient of numerous awards for her ground-breaking work, including being named a 2021 Luminary by ThinkAdvisor, and has been quoted or featured throughout the financial trade press, including the Wall Street Journal, CNBC, Forbes, and many others.

Amy Florian is not affiliated with The Prudential Insurance Company of America.

American Equity - New Product Enhancements
2025-09-12 12:00 - 13:00
America’s No. 1 selling fixed index annuity (Q2 2025) is now offering even more to your clients, and we want to tell you all about it.1
Tom Kostek, Manager, Internal Sales & Training at American Equity, will lead us through our new product enhancements, including these features:

14% Bonus Icon

An increased premiumbonus of 14% on allfirst-year premiums

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Dual axis payout factors& simplified LifetimeIncome Benefit Rider options

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New indexoptions &crediting strategies

Register Today!

Allianz - Allocate Like an Actuary: Insights on Diversification
2025-09-16 14:00 - 15:00
Insider’s Guide – Allocate Like an Actuary: Insights on Diversification
Join us for an insightful webinar where we’ll explore how actuaries approach asset allocation.
We’ll examine four hypothetical actuaries, each with distinct risk profiles and time horizons:

Neil McBye: A conservative retired actuary with low risk tolerance.
Adam Braun: A chief actuary nearing retirement with medium risk tolerance.
Michael Locke: A workaholic not planning to retire for over 10 years, concerned about market volatility.
Christina Fortuna: A long-term investor, 10 years from retirement, comfortable with market risk.

In this session, you will learn:

Which allocations performed best since 2005.
The index allocations chosen by our hypothetical actuaries and their rationale.
The importance of diversification in varying market environments.

Presenters:Michael Painter, Senior Actuary, Allianz Life Insurance Company of North AmericaChristina Johnson, Assistant Actuary, Allianz Life Insurance Company of North America
September Insider’s Guide WebinarAllocate Like an Actuary: Insights on DiversificationTuesday, September 16, 20251:00 – 2:00 p.m. Central time
➜ Register now

Lincoln Financial - Market Insight & Forecast with Bank of America
2025-09-17 14:00 - 14:45
Lincoln Financial invites you to join us for a live webinar featuring Savita Subramanian, Managing Director, Head of U.S. Equity & Quantitative Strategy for Bank of America Global Research. She’ll provide market insights and forecasts, including a focus on:

Current state of the US equity market & economy – and key trends to watch
Economic indicators driving investor sentiment
Market outlook for H2 2025 and beyond
Opportunities and risks across sectors and themes
Insights from recent earnings reports

Register here

Allianz: Sailing the 7 C's of Premium Financing
2025-09-17 14:00 - 15:00
REGISTER HERE
Join Allianz for a journey through the seven C’s of premium financing and how it can potentially benefit high net worth prospects for life insurance.

At our next In the K.N.O.W. (Knowledge, News, and Opportunities Webinars) event, Jeremy Conover, Operations Director, will reveal what each of those seven C’s are … and why Allianz can be your trusted captain in premium financing:

Setting Sail with Premium Finance: Navigating New Horizons

Embark on a journey to understand premium finance, charting a course through its foundational principles.
Discover the purpose behind this financial vessel, the potential benefits it offers, and why some individuals choose to sail these waters.

Charting the Course to Suitable Candidates

Master the art of identifying an efficient crew for premium financing, helping to create a smooth voyage tailored to their unique financial needs.

Steering toward Success through Partnership

Recognize the importance of forming strong alliances in premium financing, where collaboration can help steer toward success in turbulent environments.

Exploring the Seas of Market Programs

Navigate through the vast ocean of programs available in the marketplace, each offering distinct solutions and benefits to guide different financial voyages.

Securian - Wait and See Trusts
2025-09-18 14:00 - 14:15
The wait and see advantage

Explore flexible estate planning strategies that allow clients to retain control of their assets while preparing for future estate tax exposure. Using life insurance and trust structures like credit shelter trusts, the “wait-and-see” approach helps clients preserve optionality, access cash value, and adapt to changing tax laws — without committing to irrevocable decisions too early.

Estate planning on your terms: The wait and see advantage

DATE: Thursday, September 18, 2025TIME: 2:00 p.m. ET; 1:00 p.m., CT; Noon MT; 11:00 a.m. PTSPEAKER: Marc Belletsky, ChFC®, CLU®, JD, RICP®, Senior Advanced Sales Counsel, Securian Financial

Register now

Athene - A comprehensive guide to navigating Roth conversions
2025-09-23 12:00 - 13:00
How many clients contribute to their retirement savings with pre-tax dollars and expect their withdrawals will be taxed at a lower rate? Join Jay Kautt, Vice President of Advanced Markets at Athene, who will provide valuable details about Roth conversions and why now may be a key time to discuss them. He’ll also explain how the recently enacted “Big Beautiful Bill” may limit the effectiveness of Roth conversions for certain taxpayers, and what you and your clients should consider moving forward.
You’ll learn about the:

Basics of a Roth IRA, Roth conversions and the mechanics of executing one
Key rules to understand, including the pro-rata rule, 5-year rules, and withdrawal ordering
How recent legislation, including the “Big Beautiful Bill,” may impact Roth conversion strategies

Register now

National Life: My Generation and Beyond: Leaving a Lasting Legacy
2025-09-23 13:00 - 14:00
Click Here to Register

North American - Financial Wellness
2025-09-23 15:00 - 16:00
Hear from a leading voice in retirement income

Join North American on September 23, 2 p.m. CT, as renowned retirement speaker Tom Hegna presents “Financial Wellness,” an engaging session with simple strategies to help your clients move toward financial independence.
Discover how smart habits such as spending less, investing wisely, and planning for the future can help lead to greater wealth, happiness, and even a longer life.

Register here

Securian - The 5-minutes strategy: Retire a millionaire
2025-09-24 12:00 - 13:00
The 5-minute strategy: Retire a millionaire

DATE: Wednesday, September 24, 2025TIME: 11 a.m. CTSPEAKER: Greg Bighley, National Sales Consultant

Register now

LIVE Advanced Wealth Webinar
2025-09-24 13:00 - 14:00, 2025-10-29 13:00 - 14:00, 2025-11-26 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

John Hancock - Superior Survivorship: New Accumulation SIUL
2025-09-30 11:00 - 12:00
Join the Andrew Szpiro team to learn about our newly launched Accumulation Survivorship IUL product. ASIUL is a game changer in the premium finance and accumulation focused markets, especially for clients later in life or those who are rated with a healthy spouse. Click here to register.

We are hosting this webinar on 09/30/2025 at 11:00 AM EST. Agenda:

Product Features
IUL Parameters, Real World Strength, & Cap Stability
Case Studies & Niches
Competitive Positioning

We look forward to seeing you there and to provide you with tools and insights, elevating your designs to win your next case!

Oceanview - AI is Changing Everything - Are You Ready?
2025-10-14 11:00 - 12:00
On Tuesday, October 14 at 11:00 AM EST, Oceanview invites you to a can’t-miss live webinar with acclaimed journalist and author Karen Hao.
Karen is the author of the powerful new book, Empire of AI, which pulls back the curtain on one of the most transformative—and sometimes controversial—technologies of our time.
In this exclusive event for Oceanview-appointed producers, we’ll explore:

What every financial professional should understand about the rise of AI
How AI could reshape client expectations, trust, and the future of retirement advice
What Karen learned from 300+ insider interviews at OpenAI

📅 Save the Date: October 14 at 11AM EST

Register Here

National Life: Give a Little Bit … or A Lot: Charitable Giving Strategies
2025-10-28 13:00 - 14:00
Click HERE to register
Commemorate National Philanthropy Month and join us to learn several charitable giving strategies – from the simple to the complex – including the role of life insurance.

National Life: Special Planning for Special Families
2025-11-18 13:00 - 14:00
Honor National Family Caregivers Month and learn about striking the balance between supporting all family members and providing quality of life to the family member with special needs. Click Here to Register
