Advanced Market Training

Advanced Strategy Fridays is a high-level educational training designed for professionals who want deeper understanding—not surface-level tactics. Traditionally attended by attorneys and licensed professionals, these Friday sessions explore complex financial and strategic concepts through a practical, real-world lens.

Topics may include advanced markets, tax strategy, asset structuring, and forward-thinking planning frameworks used by sophisticated practitioners. The focus is on how these strategies work, why they matter, and when they should be applied, helping participants build clarity, confidence, and strategic depth.

This is not introductory content. It’s structured education for those ready to think more critically, ask better questions, and operate with greater precision.

Before registering, make sure you meet the following requirements:

Must have Universal Wealth Agent Code

This advanced training is strictly for licensed professionals. Attendance is limited to individuals who currently hold an active Life or Life & Health insurance license.

This training is not open to unlicensed individuals. If you do not meet these licensing requirements, please do not register or attend.

Participants found to be in attendance without the required licensing may be removed from the live session and restricted from participating in future trainings.

Friday's

1pm MST

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Universal Wealth ayuda a las personas a alcanzar sus objetivos financieros brindándoles orientación y asistencia experta, con el objetivo de crear efectos positivos duraderos tanto en las personas como en la sociedad.

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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.

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