March 27, 2025
The Financial Underwriting, Insurance Basics & Insurable Interest sections were moved closer to the beginning of the document. You can now find them on pages 9...
March 27, 2025
Dive into our exclusive Recommended Resources videos and discover how to maximize the potential of our most powerful Agent Portal features. These videos are designed to…
February 18, 2025
You have used our Transfer/Exchange/Rollover form for both life and annuities. Now, there’s a streamlined form for annuity transfers. This new form only contains transferring options…
March 27, 2025
Complete real-time underwriting assessments via the XRAE Underwriting Quotes self-service tool on the Agent Portal. Impairment-based reflexive questions yield “best case” underwriting classifications aligned to NLG’s proprietary underwriting rules. Immediately…
March 27, 2025
Use the three tips below to ensure accurate premium payments for timely commission payments. Electronic Funds Transfers (EFT) Authorization form (form 1707): complete the form accurately…
March 12, 2025
*A note for our agencies – Feel free to use these articles in your communications with your agents. Please include any disclosures that appear with the article….
February 18, 2025
Beginning February 21, the Customer Portal and Mobile App enable customers to designate a contribution to their traditional and Roth IRAs for tax year 2024. See…
July 24, 2024
On July 19, 2024, the Internal Revenue Service and the Treasury Department published Required Minimum Distributions Final Regulations. The regulations are effective as of September 17,…
April 3, 2023
Did you know we have Jet Settlement for death claims? An accelerated claims review process that is email-based applying to death claims up to a total…
April 1, 2024
*A note for our agencies – feel free to use these articles in your communications with your agents. Please include any disclosures that appear with the…
November 2, 2023
A new fiduciary 4.0 rule proposal has been submitted by the Department of Labor (DOL) as of October 31, 2023. As a result of the Department’s…
March 12, 2025
*A note for our agencies – Feel free to use these articles in your communications with your agents. Please include any disclosures that appear with the article….
November 19, 2024
National Life Group (“NLG”) Life & Annuity (“L&A”) Compliance team is here to answer your questions and help guide you, for your protection as well as…
February 10, 2025
Life Insurance Awareness Month is the perfect opportunity to help clients and prospects understand that life insurance is more than just a policy—it’s “Love Insurance.” Love…
February 4, 2025
Participation rates for US Pacesetter and Balanced Trend are going up, starting with the February 14 sweep. For policies issued before May 1, 2023 Balance Trend:…
April 1, 2025
The term annuity seems to have many different reactions and responses depending on what people have read or heard. In its most basic sense, however, an…
March 25, 2025
Indexed annuities offer clients the potential to grow their savings based on the positive performance of a market index, while protecting their principal from market losses….
April 1, 2025
Growth Through Partnership When you adopt an integrated financial services business model, you have the opportunity to expand your business, generate additional income, and offer the…
March 12, 2025
Celebrate National Employee Appreciation Day and learn how offering life insurance in qualified plans makes both dollars and sense. Why? 30% of Americans say they need…
January 13, 2025
Telemarketing calls are prohibited on… Wednesday, January 1, 2025 (New Years Day Holiday) in: – Louisiana Monday, January 10, 2025 (Inauguration Day) in: – Louisiana (Baton…
November 6, 2024
With the holidays and the end of the year coming up, it’s more important than ever to get new business applications processed without hiccups. To make…
