Meridian Venture Partners × Universal Wealth
Connecting Universal Wealth agents and their insurance clients with MVP’s fiduciary wealth management and financial planning services.
For Universal Wealth Insurance agents
Protect Your Book of Business. Expand Your Client Value.
As a Universal Wealth Insurance agent, partner with Meridian Venture Partners (MVP) to offer fiduciary wealth management to your insurance clients. Retain your relationships, provide holistic financial guidance, and explore new growth opportunities. UW referrals are uncompensated; recruitment into MVP as a licensed advisor is a separate pathway.
Notice of Independent Promoter Status, Entity Ownership & Conflict of Interest
Promoter & Licensing Status: The referring agent is an independent insurance agent with Universal Wealth Insurance Company and a non-client promoter for Meridian Venture Partners, Inc. (MVP). The agent is not an employee or Investment Adviser Representative (IAR) of MVP and does not provide investment advisory services, portfolio management, or financial planning on behalf of MVP.
Compensation & Indirect Ownership Conflict: The individual referring agent receives no direct referral fees, commissions, or compensation from MVP for introducing prospective clients. However, Universal Wealth Insurance Company is co-owned by Jesus Villalobos and Jayson Bove, who also co-own [Company B Name], an entity holding a 30% equity ownership stake in MVP. While the referring agent receives no direct payout, UW’s ownership holds an indirect financial interest in MVP’s growth through pro-rata equity distributions, creating a material conflict of interest.
Separate Services: Investment advisory services provided by MVP and insurance products offered through Universal Wealth are completely separate and distinct. You are under no obligation to retain Meridian Venture Partners or purchase insurance through Universal Wealth.
Why partner with MVP?
Defend your client relationships
Introduce a fiduciary wealth management team while remaining involved in your clients' broader financial picture.
Deliver holistic value
Connect clients with investment management and financial planning alongside your insurance practice.
Turnkey intake & management
Make the introduction. Our team handles the preliminary intake and coordinates planning, account onboarding, and ongoing management as appropriate.
Your growth opportunity
A pathway for every partner
Unlicensed referral partners
Introduce clients to our fiduciary team for wealth management and planning while continuing to support their insurance needs.
Licensed Universal Wealth Agents
Partners may be considered for a potential 50% advisory fee split on referred assets, only subject to appropriate licensing and registration, compliance verification, and an executed agreement. A license or application alone does not establish eligibility.
Partner onboarding
Apply for partner onboarding
We review applications and compliance information before an issued code can be used for client referrals. Compensation arrangements, if any, require separate approval and signed disclosures.
Your prospect referral link
Already onboarded? Enter your issued UWA code to retrieve the link to your prospect page. After your partnership is activated, copy and send it to prospects by text, email or your own communications.