November 6, 2024
Tips for a Successful Year-End
Finish 2024 on a high note.
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...
UPDATES
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November 19, 2024
Important Year-end Annuity Tax Reminders
As the year draws to a close, it’s crucial to review your clients’ financial plans, especially if they hold annuities. Year-end tax planning can help them…
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October 30, 2024
Forbes 2025 America’s Best Insurance Companies: Permanent Life
We are proud to announce we are included again in Forbes’ prestigious list of America’s Best Insurance Companies. This recognition, awarded in partnership with Statista Inc.—a…
NEW BUSINESS & UNDERWRITING
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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…
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October 29, 2024
Options for Life Initial Premiums Explained
Every client has a unique financial situation that they bring to the table, including how to fund their life insurance policy. Managing cash flow for a…
TOOLS & TECHNOLOGY
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October 29, 2024
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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October 1, 2024
SurvivorLife IUL Inforce Illustrations
We’re excited to announce that inforce illustrations are now available for SurvivorLife policies! Here’s how to run an inforce illustration: Go to agent portal and log…
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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November 19, 2024
Complaint Tips and Tricks: Guidelines as You Solicit and Service Business
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…
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November 15, 2024
2024 Annual Advertising Notification
National Life Group’s (“NLG” or the “Company”) approved advertising is an important tool for you to use to help your clients and prospects understand NLG, National…
LIFE INSURANCE
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November 19, 2024
Life Product 1-page Flyers: Highlight the Key Benefits
You can now order one-page flyers that highlight the key benefits of your favorite life insurance product. These are perfect as leave-behinds in meetings or to…
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November 12, 2024
Get More Auto Decisions for Life Applications
There are a few common reasons why applications submitted in eApp don’t qualify for automatic decisions. Avoid slowdowns by following some best practices. Medication/dosage information is…
ANNUITIES
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November 13, 2024
Q4 Drive: SEP Into the Future
Offering an employer-sponsored retirement plan is a key strategy for retaining employees. The Simplified Employee Pension (SEP) IRA is one of the easiest options for small…
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November 7, 2024
Devoted to Serving Those Who Serve
This Veterans Day, don’t forget to say, “Thank you for your service!” As a National Life agent, you can do your part by helping veterans…
ADVANCED MARKETS
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November 12, 2024
CPA Advantage Tactical Tuesdays Webinar Series! Planning For Individuals with Special Needs
National Life’s Advanced Sales Team invites you and your CPA partners to this month’s Tactical Tuesdays webinar where we will delve into the various plans for…
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November 7, 2024
Uncovering Sales Opportunities for Clients with RMDs
Required Minimum Distributions (RMDs) can be a saver’s nightmare, forcing them to take withdrawals from retirement accounts and pay taxes on them, even if they don’t…
REMINDERS
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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…
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October 29, 2024
Options for Life Initial Premiums Explained
Every client has a unique financial situation that they bring to the table, including how to fund their life insurance policy. Managing cash flow for a…
