January 2, 2026

NL Insider Jan 8- Tactical Tuesday | The Dollars and Sense of Qualified Plans

Build knowledge, confidence, and stronger CPA partnerships through this year’s Advanced Sales webinar series.

Celebrate Financial Wellness Month by helping business owners save time and money by implementing a qualified plan today.

Almost one-half of U.S. workers lack access to a workplace retirement plan. 1

During this webinar, we’ll break down what small business owners need to know about qualified plans by answering three important questions:

  1. Why should a small business consider a qualified plan?
  2. What are the types of qualified plans?
  3. What are the tax benefits of a qualified plan?

Program knowledge level: Overview

 

Qualified Plans:
A Strategy that Makes Both Dollars and Sense

Tuesday, January 27
1:00 p.m. ET; 12:00 p.m. CT

Click Here to Register

 

Expand your expertise–register for the complete Tactical Tuesday webinar series.

Each session breaks down key Advanced Sales concepts in clear, easy-to-follow formats designed to help you learn, grow, and build confidence.

This series also offers an excellent opportunity to cultivate CPA relationships. CPAs who register and attend will earn one CPE credit per webinar.

 

February 24 Design to Align: Create an Efficient Qualified Plan for Small Business Owners 
March 24 Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
April 28 Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
May 26 Executive Benefits: Strategies to Recruit, Retain, and Reward Key Employees
June 23 Protecting Your Retirement Income with an Annuity
July 28 Estate Planning for Foreign Nationals 
August 25 Estate Planning Basics
September 22 Your Legacy, Your Choice: Beneficiary Designation Life Lessons
October 27 Overview of Non-Qualified Annuity Taxation
November 17 Special Planning for Special Families
December 15 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. 

 

 

 

Learning Objectives: The attendees will be able to understand the webinar concept at a high level to help them identify needs and introduce the information to clients | Each Webinar Designed for: 1 CPE credit | Course Level: Varies | Delivery Method: Group Internet | Prerequisites: None | Advanced Preparation: None | Cost: None

Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

 

1 The Retirement Plan Access Gap: Why It Exists, What States Are Doing About It, and Principles for Decisive Federal Action November 2024

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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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