Path to Greatness

2 DAY Boot Camp | 🌴 ORLANDO, FL

Push Beyond Limits, Inspire Confidence, and Lead the Charge Forward.

Connect

Network with colleagues and leaders to share ideas and create lasting opportunities.

Transform

Learn the tools to excel in financial services and serve clients with confidence.

Lead

Build the mindset and skills to lead, grow your agency, and achieve your career goals.

SECURE YOUR SPOT

Exclusive Qualifiers Dinner

Friday, March 28th | Venue TBD

5 Personal Recruits OR

10 Families Helped

Eligible activity for qualification will be assessed from January 1 to March 28, 2025

Day - 1

11:00 AM 

Mission & System

Explore the core values, vision, and operational framework that drive Universal Wealth’s success.

12:00 PM 

The Takeover

Learn strategies to dominate your market and elevate your financial services career.

1:00 PM 

Life Insurance & Living Benefits

Understand how to offer life insurance products with added living benefits to meet clients’ needs.

2:00 PM 

Annuities

Dive into the power of annuities to secure long-term financial stability for clients.

5:00 PM 

Social Time

Connect, network, and build relationships with fellow agents and leaders in a relaxed and engaging atmosphere.

Day - 2

11:00 AM 

Promotion & Compensation

Discover the pathways to career advancement and maximize your earnings potential.

12:00 PM 

Growing Yourself

Focus on personal development strategies to become a stronger leader and professional.

1:00 PM 

Growing Your Agency

Gain insights into building and scaling your agency for long-term success.

2:00 PM 

4th & 1st Quarter Markers

Analyze key performance metrics to plan and execute a successful year.

5:00 PM 

Social Time

Connect, network, and build relationships with fellow agents and leaders in a relaxed and engaging atmosphere.

CLASS IN SESSION

Lake Nona

Middle School

13700 Narcoossee Rd, Orlando, FL 32832

REGISTER HERE

Register


Have questions? Email us or reach out to your leadership team.

Universal Wealth assists individuals in reaching their financial objectives by providing expert guidance and assistance, with the goal of creating lasting positive effects on both individuals and society.

Contact Us:

15282 West Brookside Lane,

Building B, Unit 119

Surprise, AZ 85374


Important Disclosures

Universal Wealth, LLC (“Universal Wealth”) is an independent marketing organization (IMO) based in Arizona, USA. Insurance products are offered through appropriately licensed insurance professionals and issued by third-party insurance companies. Products and services are available only where the applicable entities and professionals are authorized to offer them. Availability and eligibility vary by state, carrier, and individual circumstances.

Information on this website is provided for general educational and informational purposes. It is not individualized advice or a recommendation to purchase a particular product. Financial decisions should be based on your individual needs and circumstances, with guidance from appropriately qualified professionals.

Insurance coverage and benefits are subject to underwriting, where applicable, and the terms, conditions, exclusions, and limitations of the applicable policy or contract. Fees, surrender charges, and tax consequences may apply. Insurance guarantees depend on the financial strength and claims-paying ability of the issuing insurance company. Life insurance and annuities are not bank deposits and are not FDIC insured. Universal Wealth and its insurance professionals receive compensation, which may include commissions paid by insurance companies.

Individual business and earnings results vary based on factors such as experience, skills, time commitment, effort, business expenses, and market conditions. No income, profit, or level of success is guaranteed. Building a business involves costs and financial risk, and earnings may not cover expenses. Testimonials, recognition, and success stories reflect individual experiences and may include exceptional results. They do not establish typical or expected results or guarantee that others will achieve similar outcomes.

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