The Evolution Will Be Monetized
Licensed Agents
This page is dedicated to licensed agents. Here, agents can get information on weekly training calls and upcoming events with Lincoln Heritage/UBI.
01
Team 1 Heart Insurance Group
This is our weekly Leadership call. The call takes place on Monday mornings at 7:00 am and Monday evenings at 9:00 pm. The number is (267)807-9605. The conference ID# is 549613#
Please call Noah Davis to be added to the group. (804)306-9956
02
Monday Motivational Call
This call is conducted by UBI with CEO Dr. Ted Wilson Sr. and President Ted Wilson Jr. The call begins at 8:00 am. The number is (848)777-1500. The conference ID# is 9204197#
03
Webinar Training
Weekly Events
Universal Benefits Marketing Firm, Inc.
Every Monday
o UBI Monday Morning Motivational Call
Dial: 848 – 777 – 1500 ID: 8087481
*After the Monday Morning Conference Call
o Spanish Agent Training with Howard M. via Zoom @ 10:00 am
Meeting ID: 732 – 6999 – 0467
o Webinar Training
10:00am – Form 1:00pm – Rate Book 4:00pm – Presentation 6:00pm – Leads
*Click the Webinar Tab on the website
Every Tuesday
o Opportunity Seminar via Zoom @ 10:00am
Meeting ID: 857 – 7464 – 2658
Every Wednesday
o Agent Training with Director Dari S. via Phone @ 8:27am
Meeting ID: 218 – 632 – 0251 Pin: 1234
Thursday
o Opportunity Seminar via Zoom @ 10:00am
Meeting ID: 857 – 7464 – 2658
Friday
o Agent Training with our Dynamic Trainers via Zoom @ 10:00am
Meeting ID: 862 – 7480 – 6111
Saturday
o Agent Training with Director Marvin H. via Zoom @ 8:00am
Meeting ID: 605 – 207 – 3735 Pin: FFT
04
WEBINAR TRAINING
WEBINARS ARE EVERY MONDAY AT:
10:00am – 12:00pm
Forms Training
1:00pm – 3:00pm
Rate Book Training
4:00pm – 5:30pm
Presentation Training
(should be repeatedly taken to master)
6:00pm – 8:00pm
Lead Training
(should be repeatedly taken to master)
Make sure to watch these videos on Monday before Boot Camp to receive credit. You must register on UBI on their site to watch the videos. The link is https://www.ubiu24.com/
Requirements for Webinar:
1. You will need your Lincoln Heritage writing number before attending the webinar
2. Make sure you log into the webinar trainings early.
3. Complete all 4 webinar trainings in order to qualify for our lead system.
Directors Code: Ted Wilson Jr. - TJ519
UBI Mid South Closers Academy
Join Vincent King every Wednesday (except the 1st Wednesday) at 7:57 am for The Mid South Closers Academy Training.
Conference Line: (848)777-1500 Access Code: 09221977#
Upcoming Events & Training
Here are some upcoming events and training from UBI / Lincoln Heritage
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UBI'S 2025 2-CAR GIVEAWAY!!!
August 1st, 2025 - February 27th, 2026
The Winner will be announced in March 2026!!!
The contest and qualification guidelines are listed below.
Join KIG in the Round Table Webinar on 1st & 3rd Thursdays @ 8AM. Zoom ID: 895 6692 2557 Pascode: 888139
Join UBI for their 1st Friday Celebration Friday and Holiday Party on December 6, 2025 at 8:30AM. For more info call UBI headquarters @ 803-773-1838 or successinfo@ubimf.com
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Tips For Client's Insurance Exam
Here are some key things to suggest to your clients so they can have a successful exam
In-House Verification Hours:
(This is for finalizing the application as well as adding a verbal signature to out-of-state applications)
9:30 a.m. - 10:00 p.m. Mon-Fri EST
10:00 a.m. - 5:00 p.m. Saturday EST
Number: (800) 218-5657
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