The

SHIFT

Wealth Summit


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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, June 27th | Venue TBD

15 Personal Recruits, 50 Base Recruits,

100 Entire Team Recruits

OR

30,000 Personal Pts or 15 Personal Apps, 50,000 Pts Base or 30 Base Apps, 100,000 Pts Entire Team or 50 Team Apps

Eligible activity for qualification will be assessed from April 1 to June 15, 2025

Session 1–SATURDAY

10:00 AM 

Meet & Greet

Start building relationships that matter. Connect with the leadership team, fellow agents, and future collaborators in a relaxed, welcoming environment.

10:00 AM - 1:00 PM

First Session at ALA Auditorium

Discover what makes Universal Wealth different. Learn our mission, our model, and how we’re changing the game in financial services—together.

2:00 PM - 4:00 PM 

Lunch at Verrado Golf Club

Fuel up and connect. Enjoy good food and even better company while networking with like-minded professionals over a casual lunch break.

4:00 PM - 9:00 PM

Team Break-Outs

9:00 PM - 1:00 AM

Social Time at Tempo

Let’s celebrate wins and build community. Kick back, have fun, and enjoy time with your peers—you’ve earned it.

Session 2–SUNDAY

11:00 AM - 2:00 PM 

Agent Training

Sharpen your skills, strengthen your confidence. Learn real-world strategies from top producers and walk away with actionable steps to grow your business today.

3:00 PM 

Social Time

This is where connections become community. Laugh, unwind, and make memories with the people who get what you do—and why you do it.

American Leadership Academy (ALA)

17608 W Olive Ave, Waddell, AZ 85355

REGISTER HERE

Register


Registration is now closed.

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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