National Life Group offers many easy ways to market yourself and our solutions.
See the below list of marketing resources available to you on the agent portal, and how to navigate to these resources. Keep in mind that any materials that you personalize will need to be resubmitted to compliance for approval – firstname.lastname@example.org
Please also include the advertising submission form when submitting materials for compliance approval.
When submitting seminars, please include any invitations, web, print or email announcements and any handouts that will be used.
Previously approved content referenced below can be located on the Agent Portal under Marketing/Marketing Vault – a repository for agency created/approved marketing pieces.
Numerous prospecting and recruiting emails are available on the Agent Portal under Marketing/Prospecting Emails.
- Retirement Analysis Card (geared toward 403(b) market)
- Several previously approved letters in Marketing Vault
- Several previously approved presentations and invitations in Marketing Vault
- General consumer seminars can be found on the agent portal under Marketing/Seminars
- 403(b)/457(b) plan sponsor seminars can be found on the agent portal under Marketing/403(b)/Plan Sponsor Marketing
- Cat 65298 – NLG data gathering form
- Cat 67193 – NLG data gathering form – brief
- Several previously approved fact finders in Marketing Vault
Life insurance calculator
- Cat 64223 – Life Check-up insurance Worksheet
- TRAK software
- Cat 102232 – NLG life check-up retirement worksheet