Events

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

Join the UBS team who’ll provide performance highlights of the UBS Innovative Balanced Index. You’ll learn how the index seeks to provide: Differentiated returns through alternative assets and diversificationAn early read into U.S. economic growth and inflationSmooth, stable returns over the long run by targeting a volatility of 7%Click Here to Register

HOST: Vincent Munno WHEN: Every Last Monday of the Month @ 1pmET https://ufc-bz.zoom.us/webinar/register/WN_sbCX0QzkTV202kX1B_5o_g

Register here! Sheryl Moore’s book details her first-hand experience using indexed annuities to save for retirement. She explains how they work, shares lessons from over two decades in the industry, and shows why these low-risk investments are a smart option for conservative investors. These insights will make you a better professional! As an added bonus […]

Join us on August 29th to learn more about the Oceanview Topsider Fixed Indexed Annuity (FIA). This product offers a new accumulation strategy designed to increase client value by leveraging market gains into potential greater future return while protecting against loss.With its Gain Control Option, the Topsider FIA offers clients the flexibility to adapt their […]

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

First Wednesday of Every MonthRegister once, and event should appear as recurring on your calendar.Register Here: https://ufc-bz.zoom.us/webinar/register/WN_ymlvfpkrROuhafka4u5P7A

Join Bank of America’s Joshua Levine and S&P Dow Jones Indices’ Sara Pollock for an analysis of 2024 index performance and market trends. They’ll cover: Current economic data and trendsThe health of the economy and consumer spendingUsing indices to help prepare for the rest of the year and into 2025Click here to REGISTER 

CLICK HERE TO REGISTER Did you know that 22% of your clients are likely to transfer wealth to their heirs over the next decade? The vast majority of heirs will seek a new financial professional once they inherit wealth. Join us to learn how you can engage with clients and build relationships with their heirs […]

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