About Us

For over 30 years, Simplicity UFC has expertly supported their advisor clients with customized investment products, sales tools, techniques and training. The sum total of our energy and value is centered on equipping financial advisors to expand their business opportunities to achieve their idea of the PremiumLife™.

Simplicity UFC, formerly Universal Financial Consultants, empowers advisors with a streamlined approach to attracting and converting high-quality prospects, increasing average client net-worth, and building a more efficient, scalable business.

Since officially partnering with Simplicity Group in 2023, we have significantly expanded our resources, empowering advisors to streamline their life insurance, annuity, and premium financing sales. This enhanced support allows them to focus on what they do best—building meaningful relationships and delivering exceptional solutions to their clients.

Your Back-office Support

Financial Design
Specialists

From the simple and straightforward to the most complicated of designs, our annuity and life case designers are second to none and assist in the marketing and implementation of any imaginable sales concept.

Our Financial Design Team Members were all selected through a rigorous analytical testing process by which they proved their competency and ability to employ the features of each product to optimize outcomes for the client.

Specializing in impaired risk, high profile, and large face amount cases, our underwriting associates coordinate the underwriting process with our product providers. Our underwriters prepare medical summaries for those cases which require special assistance or have a complicated risk profile. The key in this department is to expedite the review process with the goal of providing the most favorable assessment and offer.

Our contracting, processing, and commissions teams understand the critical importance of ensuring certain standards are maintained to make doing business easier for our partners. Our team members are expected to operate efficiently and accurately in all areas of business and professionalism as a reliable member of our partnered advisors’ back-office team.

UFC’s team of New Business Case Management Specialists is charged with ensuring the efficient and timely work flow of each application, from submission to policy delivery and all the steps in-between. The team is dedicated to providing continual communications with the carriers, our sales associates and the financial advisor, so as to make certain all requirements are effectively completed.

Universal Financial Consultants has brought together the best in the industry when it comes to building and promoting your brand. We spend one-on-one time with our partners to develop and perfect your image to help ensure you are not only establishing, but maintaining an excellent relationship with your clients and prospects. We review and offer optimization strategies for your website, printed materials, office atmosphere, prospecting strategy, referral strategy, and more.

Click Here to See Our Growth Programs.

Guiding Principles

Education.
Value.
Partnership.

Empowering consumers to achieve their financial goals through an educational approach to investment opportunities and risks, and the maximization of accumulation and protection strategies.

Delivering best-in-class financial products that meet the holistic financial planning objectives.

An unwavering commitment to building mutually-beneficial relationships that underpin long-term partnership success.

Connect With One of Our Experts

Ready to learn more? Schedule a call to discuss your growth goals with one of our marketing experts. We’re excited to share our proven strategies for success and show you how to access our library of ready-to-go campaigns. One of our experts will be in touch within one business day.

SCHEDULE A CALL

SUBSCRIBE TO OUR NEWSLETTER

About Us

Your Back-office Support

Guiding Principles

Connect With One of Our Experts

Contact Us

Privacy Policy

Social Media