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10 events found.

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Today
  • December 2024

  • Thu 12

    Athene: The 2025 IRA revolution: Ed Slott’s guide to turning tax challenges into maximum client value

    December 12, 2024 @ 11:00 am - 12:00 pm

    Click Here to Register 

  • Thu 12

    Simplicity University: Annuity Training

    December 12, 2024 @ 11:00 am - 12:00 pm

    From Prospect to PurchaseCreating an Integrated Annuity Marketing and Messaging StrategyConnecting 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 […]

  • Thu 12

    Athene: Advanced Markets Top 5

    December 12, 2024 @ 11:00 am - 12:00 pm

    CLICK HERE TO REGISTER

  • Tue 17

    National Life Group: Split Dollar Arrangements

    December 17, 2024 @ 12:00 pm - 1:00 pm

    Click Here to Register

  • Tue 17

    Simplicity: Become a Professional in Tax Free Retirement Planning

    December 17, 2024 @ 1:00 pm - 2:00 pm

    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 […]

  • Wed 18

    National Life Group:Teaming Up to Grow Your Business

    December 18, 2024 @ 12:00 pm - 1:00 pm

    Click here to register

  • Thu 19

    The Standard: Indexing in the Rear View Mirror!

    December 19, 2024 @ 11:00 am - 12:00 pm

    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 […]

  • Thu 19

    National Life Group: There’s Still Time to Establish a Qualified Plan!

    December 19, 2024 @ 2:00 pm - 3:00 pm

    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

  • Tue 24

    UFC Bi-Weekly Success Session, Webinar Series

    December 24, 2024 @ 11:00 am - 12:00 pm

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

  • Wed 25

    LIVE Advanced Wealth Webinar

    December 25, 2024 @ 1:00 pm - 2:00 pm

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

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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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