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10 events found.

Events

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  • January 2025

  • Thu 9

    Prudential: Your Bear Market Survival Guide

    January 9, 2025 @ 2:00 pm - 3:00 pm

    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 activityShocks – market resilience to unpredictable elementsValuations […]

  • Tue 14

    Athene: Social Media 101

    January 14, 2025 @ 11:00 am - 12:00 pm

    Click Here to Register

  • Tue 14

    Simplicity: Effective Strategies for Optimizing Client Retention and Referrals

    January 14, 2025 @ 1:00 pm - 2:00 pm

    Utilize the Most Efficient Form of Marketing92% of consumers trust the referrals or recommendations of people they know personally.1Attend 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 InterestsReceive Tactical Planning […]

  • Thu 16

    Athene: S&P 500 year-end index update

    January 16, 2025 @ 11:00 am - 12:00 pm

    Click Here to REGISTER Join to hear about the Year of 2024 Re-Cap & to hear more about themes to consider for 2025.

  • Thu 16

    Global Atlantic’s 2025 IMO Kickoff Webinar

    January 16, 2025 @ 2:00 pm - 3:00 pm

    CLICK HERE TO REGISTERMake the most of 2025 with Global Atlantic’s broad product offerings, business development programs, practice management resources, thought leadership — and more.Broad Product SuiteExplore 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 […]

  • Tue 21

    UFC Bi-Weekly Success Session, Webinar Series

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

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

  • Tue 21

    Athene: Breaking barriers: strategies to empower, attract, and retain female clients Part 1

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

    Discover woman's financial needs & perspectives in this engaging webinar! Click here for details and to REGISTER

  • Thu 23

    Securian Financial: Post-election tax & legislative update

    January 23, 2025 @ 2:00 pm - 3:00 pm

    Click Here to REGISTERWhat 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.

  • Tue 28

    Athene : Client Events Reimagined

    January 28, 2025 @ 12:00 pm - 1:00 pm

    Learn about the 5 essential elements to a successful event. REGISTER HERE 

  • Tue 28

    National Life: Qualified Plans: Identifying Opportunities, Finding Solutions, and Overcoming Objections

    January 28, 2025 @ 1:00 pm - 2:00 pm

    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

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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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