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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December 4, 2025
NL Insider Dec 11- Gift for Life: Your Easiest Year-End Sale with Total Secure for Juveniles
National Life Group’s Total Secure product is easy to explain, heartfelt to gift, and simple to place, making juvenile cases one of the easiest ways to…
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November 11, 2025
How XRAE Helps Agents Quote Smarter, Place More Business, and Serve Clients Better
Let’s be honest, field underwriting isn’t always easy. Every client is different, every case has its quirks, and estimating a rate class on the spot can…
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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October 14, 2025
Revised Advertising Guidelines are here!
The Advertising Guidance team (“AGT”) is excited to provide you with guidelines to navigate advertising compliance. These guidelines provide you with the tools you need to…
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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…
LIFE INSURANCE
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December 2, 2025
Give the Gift of an Annual Review
Conducting an annual review with your current clients provides the opportunity to stay top of mind, provide a value-add service, and ensure your clients coverage aligns…
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December 1, 2025
Important Regulatory Notice
In accordance with the National Association of Insurance Commissioners (NAIC) Life Insurance Illustrations Model Regulation, the company is required to notify agents of the expense allocation…
ANNUITIES
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September 30, 2025
Deadlines for Your 2025 Application Processing
Don’t miss these critical year-end business placement deadlines. As the fourth quarter of 2025 is underway, National Life Group wants to enable agents to be well…
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September 30, 2025
Join the Effort to Secure America’s Retirement Future
What is the retirement income gap and why are so many Americans facing it? In fact, retirement insecurity has become such a widespread concern that October…
ADVANCED MARKETS
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December 3, 2025
Tactical Tuesday | Secure the Future of a Business: Buy-Sell Agreements
Observe National Write a Business Plan Month and join us to explore the key elements of written buy-sell agreements and the important role of life insurance…
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October 31, 2025
Tactical Tuesday | Special Planning for Special Families
Honor National Family Caregivers Month and learn about striking the balance between supporting all family members and providing quality of life to the family member with special…
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…
