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Overview of National Life’s Indexes

November 3, 2020 @ 11:00 am (EST) - 12:00 pm (EST) EST

Art and Science of Indexing Webinar Series

Indexes for universal life and annuities provides a unique way of crediting interest to policyholders with upside potential and downside protection. Yet simple on the surface, there is a complexity underneath that many agents have difficulty navigating. This special mini series will walk you through how indexing works, a tour through all of NLG’s indexes, how boosters and enhancers work, and a deep dive into the Credit Suisse Balanced Trend index. Throughout these sessions you will not only learn the science behind indexing but also the art of how to position them with clients.

In this second session, you will get an overview of all the index choices within National Life’s life insurance and annuity portfolio.  You will learn:

  • All the NLG indexes and an overview on each of their strategies.
  • The why and how-to of choosing specific indexes for clients based on their overall goals.
  • How to use certain policy features, such as the systematic allocation rider.
  • How to educate your clients, in simple terms, on indexing.
  • How NLG is positioned within the competitive landscape of IUL and indexed annuities.
  • NLG’s indexes historical performance.

Facilitator: Matt Bell

Panelists: Lyndon Clark, Chris Newbern, Conor Boyd and Steve Wallach

 

Register in advance of this webinar: