Universal Financial Consultants IMO

Athene: Social Media 101
2025-01-14 11:00 - 12:00 (America/New_York)
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: The 2025 IRA revolution: Ed Slott's guide to turning tax challenges into maximum client value
2025-01-09 11:00 - 12:00, 2024-12-12 11:00 - 12:00

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

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

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

UFC Bi-Weekly Success Session, Webinar Series
2025-01-07 11:00 - 12:00, 2024-12-24 11:00 - 12:00, 2024-12-10 11:00 - 12:00, 2024-11-26 11:00 - 12:00, 2024-11-12 11:00 - 12:00
Register: https://ufc-bz.zoom.us/webinar/register/WN_kKYpD66sRlCr7NMAiQLceQ

UFC Monthly Seminar Masterclass
2025-01-01 13:00 - 14:00, 2024-12-04 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

LIVE Advanced Wealth Webinar
2024-12-25 13:00 - 14:00, 2024-11-27 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

National Life Group: There's Still Time to Establish a Qualified Plan!
2024-12-19 14:00 - 15:00
Year-end is approaching, but there’s still time to maximize savings for your business owner clients by implementing a qualified plan. Don’t miss this opportunity to help set the foundation for long-term financial growth while helping your clients secure valuable tax advantages.
Click Here to Register

The Standard: Indexing in the Rear View Mirror!
2024-12-19 11:00 - 12:00
What a year it’s been for Fixed Indexed Annuities! What worked? What didn’t? And why? Join the Standard’s Paul Garofoli with special guest, Robert McNamara, CFA, Senior Director- Wealth Management at S&P Global for these insights and more. You’ll also learn why the Standard had a record sales year in Fixed Indexed Annuities and how 2025 may be our best year yet!
Click Here to Register

National Life Group:Teaming Up to Grow Your Business
2024-12-18 12:00 - 13:00

Simplicity: Become a Professional in Tax Free Retirement Planning
2024-12-17 13:00 - 14:00
Access a marketing platform designed to establish advisors as subject-matter experts in tax planning for retirement.
When addressing income planning for clients, taxes can pose a significant threat if not handled correctly. Simplicity’s Tax-Free Retirement Insider’s program is a turnkey, multimedia prospecting platform that equips advisors with the skills to effectively communicate potential challenges to clients and suggest optimal solutions, prioritizing their best interests.
Click Here to Register

National Life Group: Split Dollar Arrangements
2024-12-17 12:00 - 13:00

Athene: Advanced Markets Top 5
2024-12-12 11:00 - 12:00

Simplicity University: Annuity Training
2024-12-12 11:00 - 12:00
From Prospect to Purchase
Creating an Integrated Annuity Marketing and Messaging Strategy
Connecting with the right annuity prospects and moving them through the sales funnel can be a challenge. That is why Simplicity has created an end-to-end annuity marketing strategy specifically to help advisors increase engagement, build trust, and grow their business.
Attend the University to learn how to:

build an integrated, multi-channel annuity marketing strategy
incorporate steps to maximize lead generation workshops
integrate proven techniques to guide prospects through the sales funnel
utilize messaging that resonates with prospects

Click Here to Register

Simplicity: Solutions for Long-Term Care Needs
2024-12-10 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.
Join us as we go into detail on:

Creating unlimited Tax-Free benefits for care with an IRA.

Educating and encouraging private planning to ease the burden on Medicaid.

A turnkey, free lead generation system that will help put appointments on your calendar.

Click Here to Register

Tactical Tuesday – Planning For Individuals with Special Needs
2024-11-26 13:00 - 14:00
Join the experts on National Life Group’s Advanced Markets team as they discuss how to plan for individuals with special needs. This webinar offers one CPE Credit for CPAs that register and attend.
Click Here to Register

Securian Financial: Estate planning for families with special needs
2024-11-21 14:00 - 15:00
By understanding the extra challenges families with special needs individuals face, you can help them prepare for their financial future with a personalized estate plan. Parents welcome your advice so they can ensure their love lives on. Join the Securian Financial Advanced Sales Team for a live webinar on the virtues and benefits of this relatively untapped market. View our dedicated resources on estate planning for individuals with special needs.
Click Here to REGISTER

Athene: Driven to do more
2024-11-21 11:00 - 12:00
Join Patti Hausherr for insights on the significant volume of wealth shifting into the hands of woman in the U.S. She’ll share research that shows more woman than men value a financial planners professional insight.
Click Here to Join

The Standard: The Compelling Value Proposition of Fixed Indexed Annuities
2024-11-21 11:00 - 12:00
With MYGA rates declining the Fixed Indexed Annuity alternative has never been more compelling. And renown industry expert, John Rafferty, has put the numbers together to prove it! A sought after speaker on annuity topics, John will share some of his unique annuity framing ideas that will help you help more clients understand and appreciate the growth potential of Fixed Indexed Annuities.
Click HERE TO REGISTER

Securian: LETC/CI Planning for every life stage
2024-11-19 14:00 - 15:00

Global Atlantic: 2024 Post Election Day Update
2024-11-18 16:00 - 17:00
Click Here to Register
With Election Day in the rearview mirror, we invite you to join us for an exclusive webcast with Ken Mehlman, Global Head of Public Affairs and Henry H. McVey, Head of Global Macro, Balance Sheet & Risk and CIO of KKR’s Balance Sheet. Ken and Henry will share thoughts on this consequential time in American politics, the macroeconomic implications of a Trump Administration, and discuss what the election results mean for investing. KKR Global Client Solutions Director Andrea Mascarenhas will moderate the discussion.
If you are unable to join live, a replay will be available within 24 hours using the same registration link.
