Universal Financial Consultants IMO

UFC Bi-Weekly Success Session, Webinar Series
2025-01-07 11:00 - 12:00, 2025-01-21 11:00 - 12:00, 2025-02-04 11:00 - 12:00, 2025-02-18 11:00 - 12:00 (America/New_York)
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

Anthem: Suitability updates you need to know
2025-01-07 11:00 - 12:00
Click HERE to Register & read more

National Life Group: SMALL BUSINESS RETIREMENT PLANS – THE ANSWER TO STATE-MANDATED RETIREMENT PLANS
2025-01-07 13:00 - 14:00
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.
REGISTER

Athene: Advanced Markets Top 5
2025-01-09 11:00 - 12:00
Vice President Jay Kautt, will enlighten you more about the Qualified Charitable Distribution and how it may apply to your clients, Roth conversions (the 5-year rule), Secure Act 2.0. and more!
Click Here to Register

Athene: The 2025 IRA revolution: Ed Slott's guide to turning tax challenges into maximum client value
2025-01-09 11:00 - 12:00
Click Here to Register

Prudential: Your Bear Market Survival Guide
2025-01-09 14:00 - 15:00
Join Timothy Uecker, CIMA, and Managing Director for PGIM Intermediary Distribution, speaks about bear market triggers—what they are, how to recognize them, and why previous events have valuable lessons for clients. He’ll cover four key areas, which he refers to as “RSVP”

Recession – our perspective on current economic activity
Shocks – market resilience to unpredictable elements
Valuations – where we see value
Policy – what the implications of potential policy initiatives are

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.

Click Here to Register

Athene: Social Media 101
2025-01-14 11:00 - 12:00, 2025-02-11 11:00 - 12:00

Simplicity: Effective Strategies for Optimizing Client Retention and Referrals
2025-01-14 13:00 - 14:00
Utilize the Most Efficient Form of Marketing
92% of consumers trust the referrals or recommendations of people they know personally.1
Attend on July 18th and discover effective strategies for optimizing client retention and referrals. Receive proven methods to sustain and grow your client base.
On the webinar, learn how to:

Engage Prospects and Cater to Their Interests

Receive Tactical Planning Guidelines

Coach Clients to Make Referrals

Click Here to Register

Athene: S&P 500 year-end index update
2025-01-16 11:00 - 12:00
Click Here to REGISTER
Join to hear about the Year of 2024 Re-Cap & to hear more about themes to consider for 2025.

Global Atlantic's 2025 IMO Kickoff Webinar
2025-01-16 14:00 - 15:00
CLICK HERE TO REGISTER
Make the most of 2025 with Global Atlantic’s broad product offerings, business development programs, practice management resources, thought leadership — and more.
Broad Product Suite

Explore the wide range of products we offer to help each of your clients meet their most important retirement goals.

2025 Premier Partnership Program*

Discover the exclusive rewards and benefits we make available to you.

Service and Operational Excellence

Learn how our commitment to excellence enables you to deliver gold-standard service to your clients.

Athene: Breaking barriers: strategies to empower, attract, and retain female clients Part 1
2025-01-21 11:00 - 12:00
Discover woman’s financial needs & perspectives in this engaging webinar!
Click here for details and to REGISTER

Securian Financial: Post-election tax & legislative update
2025-01-23 14:00 - 15:00
Click Here to REGISTER
What will happen in the new administration? Will it be Taxmageddon or Taxapalooza? Join Securian Financial for a broad run-down of potential tax changes in the new year.

Athene : Client Events Reimagined
2025-01-28 12:00 - 13:00
Learn about the 5 essential elements to a successful event. REGISTER HERE

National Life: Qualified Plans: Identifying Opportunities, Finding Solutions, and Overcoming Objections
2025-01-28 13:00 - 14:00
Celebrate Financial Wellness Month by helping business owners understand the benefits inherent in a qualified plan and addressing commonly held misconceptions.Click Here to Register

Simplicity: Generate Leads and Streamline Your Life Insurance Business
2025-01-28 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

LIVE Advanced Wealth Webinar
2025-01-29 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

Post inauguration Updates - ATHENE
2025-01-30 11:00 - 12:00

Simplicity Group: Gain a Competitive Advantage with a New Conversation About Risk
2025-01-30 13:00 - 14:00
Join Simplicity Wealth and learn how investment advisors are speaking about risk differently to win new business and help keep clients committed to their investment plans.
Click Here to REGISTER

UFC Monthly Seminar Masterclass
2025-02-05 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

Athene: Maximize Athene's Marketing Resources
2025-02-06 11:00 - 12:00
Click Here to REGISTERAs we embark on the new year, it’s important to plan ahead and map out what your upcoming marketing initiatives and campaigns will be. Join Dan Tatulli, Senior Manager of Advanced Marketing Concepts, for a tactical walkthrough of Athene’s robust marketing resources designed to help you maximize client opportunities and stay ahead of the curve. You’ll learn:

Essential marketing materials needed to help initiate meaningful conversations
Comprehensive sales programs designed to instill confidence and solidify decision-making
Ways to stay informed on trending topics and new resources as they become available

Simplicity Group: Marketing Resources for Growing Your Practice
2025-02-06 13:00 - 14:00
In the competitive landscape of financial services, it is important to position yourself as an industry expert through consumer education. Simplicity offers an array of training and educational resources to assist in advancing your business and building your clients’ confidence. Click Here to REGISTER

Prudential: Advanced Planning Presents: Enduring Estate Planning: A lasting Legacy for Today’s Clients
2025-02-06 14:00 - 15:00
With much of the estate planning conversation in recent years being dedicated to a looming sunset that may not materialize, it may feel as though there’s not much to talk to clients about in this arena. However, that train of thought overlooks that clients still have needs. Join us for a webinar to explore the current planning landscape and discover strategies to help clients create flexible estate plans that achieve their goals and remain resilient to future policy shifts, ensuring long-term confidence and security.
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.

CLICK HERE TO REGISTER

JohnHancock: LifeCare: A hybrid IUL with LTC benefits solution that delivers more
2025-02-12 14:00 - 15:00
Join us on February 12 at 2 p.m. ET for an exciting webinar as we unveil LifeCare, John Hancock’s new hybrid IUL with LTC benefits designed to help clients live well today and protect tomorrow. With no labs or traditional paramedical exams required during underwriting and policies often issued within days, you can place business quickly and easily.
In this session, we’ll explore how LifeCare offers clients more when it’s needed most:

More growth: Unique “Annual Benefit Lock Guarantee” feature to help hedge against inflation
More healthy days: Clients can directly and positively impact their policy by participating in Vitality PLUS
More choice: Indemnity and/or reimbursement benefit payments available at claim time
More tax-favored treatment: Income tax-free benefits and potential LTC premium deductibility
More experience and support: LifeCare combines John Hancock’s 160 years of life insurance experience and access to care management experts

Click here to REGISTER!
Don’t miss out! Learn how LifeCare can help grow your book of business and provide a more meaningful solution for your clients’ longevity planning.

Athene: Annuity Basics
2025-02-13 12:00 - 13:00
Click Here to Register Join Athene’s Heather Fitzpatrick, Director Internal Sales, as she delivers in-depth background on the basics of annuities. You’ll learn:

What an annuity is, as well as how and why annuities are used
Annuity types
Annuity considerations related to safety/protection, income, tax deferral, and death benefit/liquidity options

Simplicity Group: Solutions for Long-Term Care Needs
2025-02-13 13:00 - 14:00
As 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.
Click Here to REGISTER

Athene: Discover Performance Elite
2025-02-20 12:00 - 13:00
Click Here for details & to Register
