Lead the Financial Revolution.
Harness the power of cutting-edge innovation and unmatched support to redefine your success.
No start up fees
We invest in you from day one—no financial barriers to begin.
The secret of change is to focus all your energy not on fighting the old, but on building the new.
― Socrates
Higher Starting Compensation
Start at higher compensation than industry standards, ensuring that you’re rewarded for your value from day one.
Industry Average
Our Starting Comp
Client Advocacy Team
We handle the administrative tasks, including client follow-ups and paperwork, allowing you to focus on what you do best—building relationships and closing deals.
True Business Ownership.
You own your book of business, your clients, and the growth you create. This isn’t just a job—it’s your business.
You build it, you manage it, and it’s fully yours to grow as you see fit.
Your business isn’t just for today—it’s for generations.
Universal Wealth isn’t a captive company, so you’re not limited by the constraints of a single provider or product line.
Referral Partnerships
Expand your income with access to unique referral programs, including debt management, estate planning, and advisory services.
Access to the industries top carriers and products
Getting started is simple
Have experience? Entirely new to the industry? We have you covered.
GET STARTED
Set up an account to get started.
Get Licensed
Get licensed in your state.
Get Contracted
Contract with our carriers.
Get Trained
Learn & Master our system.
Get Paid
Submit business and get paid!
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.
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.
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