January 13, 2025

Tactical Tuesdays | Qualified Plans: Identifying Opportunities, Finding Solutions, and Overcoming Objections

Join the experts for our Financial Wellness Month-themed webinar.

Celebrate Financial Wellness Month by helping business owners understand the benefits inherent in a qualified plan and addressing commonly held misconceptions. Why?

Almost one-half of U.S. workers lack access to a workplace retirement plan.*

National Life’s Advanced Sales Team invites you and your CPA partners to this month’s Tactical Tuesdays webinar.

Inviting your CPA partners to attend is a great way to enhance existing relationships and to introduce new CPAs to NLG’s CPA Advantage Program. One CPE credit per webinar is awarded to CPAs who register and attend!

Join the experts for –

Qualified Plans: Identifying Opportunities, Finding Solutions, and Overcoming Objections

Presented by National Life Group Advanced Sales
Tuesday, January 28
1:00 p.m. ET; 12:00 p.m. CT

Register Now

 

Register in advance for the complete Tactical Tuesdays series.

February 25 Qualified Plans: A Strategy that Makes Both Dollars and Sense
March 25 Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
April 22 Life Insurance: From Traps to Taxes
May 27 Executive Benefits: Strategies to Recruit, Retain, and Reward Key Employees
June 24 Protecting Your Retirement Income with an Annuity
July 22 Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
August 26 Control Your IRA Legacy: Addressing “Trust” Issues
September 23 My Generation and Beyond: Leaving a Lasting Legacy
October 28 Give a Little Bit … or A Lot: Charitable Giving Strategies
November 18 Special Planning for Special Families
December 16 Secure the Future of a Business: Buy-Sell Agreements

All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited.

You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.

Learn more about the team on NationalLife.com

Need Help? Contact us at 1-800-906-3310, Option 1

or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:

*The Retirement Plan Access Gap: Why It Exists, What States Are Doing About It, and Principles for Decisive Federal Action | Bipartisan Policy Center

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

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