May 22, 2019
Resources on Positioning National Life Group Solutions with your Clients
Below is a list of resources for your use to grow your business with National Life Group solutions.
New resources
Top 10 Reasons to add FIAs from NLG to your 403(b)457(b) Plan
Consumer flyer
Target audience
School districts / Target schools
Opportunity
School board meeting handout, leave-behind after any K-12 prospecting meeting.
How to Make Any Size Tax Refund Go Further
Consumer flyer
Target audience
Anyone who finds themselves with an unexpected lump sum of money, such as a tax refund.
Opportunity
Through “capital conversion,” clients can make their lump sum go further.
Recently updated resources
2019 Tax Reference Guide
Agent guide, 2019 IRS cheat sheet View
Proven Results
Consumer flyer, Chart updated through 2018 View
Comparison of 403(b) Versus 457(b)
Consumer flyer, Contribution limits are updated for 2019 View
Educate & Empower – 403(b) plan sponsors
Consumer flyer, Our agents can help your employees understand their retirement savings options…group session request. View
Educate & Empower – 457(b) plan sponsors
Consumer flyer, Our agents can help your employees understand their retirement savings options…group session request. View
Does your book of business consist of IRAs? Are you looking to learn more about how you can grow your business with our annuity solutions? See the resources below on consumer brochures in the IRA/annuity market.
IRAs Traditional and Roth (updated)
Consumer brochure
Target audience
Anyone interested in investing but not sure about the tax implications of each plan
Opportunity
Plan comparison updated with 2019 contribution limits.
Simple IRA
Consumer flyer
Target audience
Business owner looking for a simple way to accumulate retirement savings for themselves and their employees
Opportunity
Diversify the vehicles in which you can boost your flow annuity sales.
SEP IRA
Consumer flyer
Target audience
Business owner looking for a simple way to save for retirement, but also employees’ retirement
Opportunity
Diversity the vehicles in which you can boost your flow annuity sales.
Looking for ways to build relationships in school districts? Check out our Prizes for Pages Relationship Program…
All of the tools needed to execute the program
Target audience
School districts / Target schools
Opportunity
Use this program to gain access to and build relationships in school districts.
TC107957(0519)1
Consumer materials linked to in this communication are approved for print use only. Please note that email marketing is subject to additional anti-spam requirements and should be submitted for advertising compliance approval prior to use.
