Orlando Bootcamp 2025

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.

Qualifier Dinner

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

AGENDA

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.

VENUE

CLASS IN SESSION

Lake Nona

Middle School

13700 Narcoossee Rd, Orlando, FL 32832

HOTELS & ACCOMMODATIONS

REGISTERED LIST

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

support @universalwealth.com

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.

info@universalwealth.com

4252 N Verrado Way, Suite 203

Buckeye, AZ 85396

Disclosure: No Legal or Tax Advice

Universal Wealth and Universal Tax Advisors are not law firms, do not employ attorneys, and cannot provide legal advice. We recommend consulting a qualified attorney for any legal matters. Our team includes enrolled agents, not CPAs, who are authorized by the U.S. Department of the Treasury to represent taxpayers before the IRS. While we offer expert tax preparation and advice, we do not provide legal or real estate consulting services. All information is for informational purposes only, and professional advice should be sought for individual circumstances.