Agent Guides
Here you’ll find helpful guides and resources designed to support you and answer common questions as you grow your business.
If you’re ever unsure, don’t hesitate to reach out to your trainer or submit a support request—we’re here to help.
You’ll find step-by-step guidance to help you complete the carrier appointment process efficiently. Each state and provider may have specific requirements, so be sure to follow the instructions carefully.
Our product guide outlines the life insurance, annuity, and referral-based products available on our platform. You’ll find carrier-specific details, compensation tiers, product types, and important notes to help you choose the best solution for each client situation.
Use this guide to:
- Compare products across carriers
- Understand your commission level per product
- Identify which offerings require a license (and which do not)
- Position solutions effectively in client conversations
Here, you’ll find information on how to refer clients, understand our process, and track the progress of your referrals. We’re committed to making collaboration smooth, transparent, and rewarding.
Disclaimer: This website is for the exclusive use of Universal Wealth agents. It provides access to training, resources, and tools to support agent development. All content is intended for internal use only and may not be shared, copied, or distributed without authorization. Universal Wealth is not responsible for third-party content or external links.
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