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. This process typically involves submitting an application, completing any required training or certifications, and providing necessary documentation. Each state and provider may have specific requirements, so be sure to follow the instructions carefully. It's important to thoroughly understand the regulations and procedures set forth by the carrier and the state in which you are seeking appointment. This may include obtaining errors and omissions insurance, undergoing background checks, and ensuring compliance with any continuing education requirements. Additionally, it's crucial to maintain open communication with the carrier to address any inquiries or additional information they may need during the appointment process.
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:
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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