July 25, 2025
Back to School Contributions Made Easy
It’s back to school time and many people will re-establish their annuity contributions as well as starting to contribute the first time. See the chart below...
UPDATES
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March 27, 2025
Unlock Your Business Potential with Our ‘Recommended Resources’ Videos!
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…
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February 18, 2025
Streamlined Form for Annuity Transfers
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…
NEW BUSINESS & UNDERWRITING
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April 24, 2025
Recently Closed Report
Through the New Business page left side navigation, you can view recently closed cases for up to 90 days. Click on the policy number to view…
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March 27, 2025
Harness the Power of XRAE for Underwriting Quotes!
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…
TOOLS & TECHNOLOGY
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March 12, 2025
AdTrax Tips & Tricks
*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….
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February 18, 2025
Making Contributions to Traditional and Roth IRAs for Tax Year 2024 Has Never Been Easier!
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…
CLAIMS & PAYMENTS
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July 24, 2024
The Answer, My Friend, Is No Longer Blowin’ in the Wind
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,…
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April 3, 2023
Simplified Death Claims Process
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…
REGULATORY UPDATES
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April 1, 2024
Marketing Compliantly in the 403(b) Marketplace
*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…
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November 2, 2023
Department of Labor (“DOL”) Fiduciary Rule Update
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…
COMPLIANCE UPDATES
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July 22, 2025
Email Templates Made Easier
We have made it even easier for agents to use our pre-designed email templates! Agents will no longer need to submit these pre-approved emails to the…
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May 20, 2025
Reminder: Using Cash Equivalents for Premium or Other Payments
As communicated in May, effective July 1, 2025, National Life Group (“NLG” or the “Company”) is making a change for clients who use a cash equivalent…
LIFE INSURANCE
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May 13, 2025
The #1 IUL is Getting Even Better
We are excited to announce the launch of the next generation of FlexLife. Here are the transition rules, plus a sneak peek of what to expect….
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February 10, 2025
‘Insure Your Love’ Month: Life Insurance is More Than Just a Policy—It’s Love Insurance
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…
ANNUITIES
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July 22, 2025
Confidence in Uncertain Times
Income annuities provide the potential for growth and a guaranteed income stream that clients can’t outlive, as well as principal protection from market volatility. National Life…
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July 15, 2025
New Annuity Suitability Case Review Program
We’re making it easier for agents to get clarity on high-value annuity cases. Starting July 1st, National Life is launching a new program designed to support…
ADVANCED MARKETS
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August 5, 2025
Tactical Tuesday | Control Your IRA Legacy: Addressing “Trust” Issues
Embrace Family Reunion Month and address how IRA owners can name a trust as beneficiary to preserve and distribute wealth to the next generation. 15% of…
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August 4, 2025
Unlocking the Power of the One Big Beautiful Bill Act
You have probably heard that the One Big Beautiful Bill Act (OBBBA) increased the amount people can leave loved ones without paying a federal estate tax….
REMINDERS
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January 13, 2025
2025 ‘Do Not Call’ Holiday Reminders
Telemarketing calls are prohibited on… Wednesday, January 1, 2025 (New Years Day Holiday) in: – Louisiana Monday, January 10, 2025 (Inauguration Day) in: – Louisiana (Baton…
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November 6, 2024
Tips for a Successful Year-End
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…
