Get Ready to Transform Your 2023 Business Outlook

National Life Advanced Markets Team is excited to share with you our four strategic areas of focus in 2023.

Through quarterly campaigns, the team will deliver to you – our distribution partners – education, tools, resources, and sales opportunities in the following areas, addressing questions such as:

 

First Quarter
Qualified Plans

What types of benefits do qualified plans offer to small business owners?
How can I help design a qualified that most closely aligns to the goals and objectives of my business owner clients?
How has recent State legislation provided the opportunity to expand your business?

 

Second Quarter
Nonqualified Executive Benefits & Compensation
(Retain, Recruit, Reward)

What are the types of nonqualified executive benefits?
How can I help business owners identify the executive benefit that best meet their needs?

 

Third Quarter
Key Person and Business Succession Planning
(Small Business Owner Risk Protection)

What are some of the risks facing small business owners?
How can business owners mitigate the risk of a key executive dying too soon?
What is business succession planning, and why is it essential for all small business owners?

 

Fourth Quarter
Estate Planning and the Role of Life Insurance

What estate planning considerations are unique to small business owners?
What role does life insurance play in everyone’s estate plan?
What role does life insurance play in the estate plans of high-net-worth individuals?

And more!

Each campaign will offer a diverse array of mixed media and collateral to convey the content, including Blogs, Videos, Digital Playbooks, Webinars, and Marketing Materials. Moreover, Advanced Markets will not only discuss how to identify sales opportunities … it will also deliver education and training on how to solve for these opportunities through planning and product solutions.