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All training dates are at Eastern Standard Time

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August 2019


Basic Illustration Training

August 21 @ 10:30 am (EDT)11:30 am (EDT)

Register in advance for this webinar: Are you new to National Life Group? Are you looking to start using our illustration software to run illustrations for your prospective clients? This WebEx will help you understand our software platforms, how to navigate each one, and how to run each life product illustration. This session is ideal for Agents who are looking to learn how to use National Life’s illustration software.

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FIT SPDAs (Spanish)

August 21 @ 4:30 pm (EDT)5:30 pm (EDT)

Register in advance for this webinar: Do you have clients who are looking to move a lump sum of money into a deferred annuity? This WebEx will introduce you to National Life Group’s single premium annuities along with helping you identify which products are available for clients in your particular state. This session is ideal for Agents who are looking to learn how to use Single Premium Deferred Annuities in their practice. ***Don’t forget to complete your state’s specific annuity…

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Gap Analysis: Calculations

August 22 @ 1:00 pm (EDT)2:00 pm (EDT)

Register in advance for this webinar: This class will cover the Gap Analysis’ calculations pages found in “Calculation” tabs in TRAK, and working with various retirement scenarios. The printing options will also be covered. There will be a time for questions and answers.  

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TRAK Software Training

August 22 @ 2:30 pm (EDT)3:30 pm (EDT)

Register in advance for this webinar: Do you have clients in the 403(b)/457 markets? This WebEx will help you better understand how to navigate TRAK and build out a paycheck analysis and retirement income gap so your clients have a retirement plan for the future. This session is for Agents who currently have an active TRAK software.

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FIT Retirement Series (Mandarin)

August 22 @ 4:30 pm (EDT)5:30 pm (EDT)

Register in advance for this webinar: The next generation of retirement solutions…the new consumer focused FIT Retirement Series of flexible premium annuities. Learn more about how these new retirement solutions are tailored to meet client’s needs for both short and long-term accumulation and distribution time frames. This webinar is suitable for any agent who wants to grow their business in the annuity market. ***Don’t forget to complete your state’s specific annuity training***

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Advanced Illustration Training

August 23 @ 10:30 am (EDT)11:30 am (EDT)

Register in advance for this webinar: Do you want to learn more about how to illustrate advanced client cases? This WebEx presentation will teach you how to run more complex illustrations along with helping you to better understand some of the nuances with our illustration software. This session is ideal for Agents who are already very familiar with our illustration system.

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Next Gen of E-App

August 26 @ 10:30 am (EDT)11:30 am (EDT)

Register in advance for this webinar: Do you want create a smoother application process and better experience for your client?  Do you want to cut down on NIGO (Not In Good Order) business?  This WebEx will show you how to utilize our Next Generation E-App system to submit your business electronically.  The NextGen app is designed to cut back on the amount of back and forth between you and your clients by obtaining more information up front. This session is…

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Present! Toolkit – Guide to Onsite Meetings

August 26 @ 2:30 pm (EDT)3:30 pm (EDT)


FIT Retirement Series

August 27 @ 2:30 pm (EDT)3:30 pm (EDT)

Register in advance for this webinar: The next generation of retirement solutions…the new consumer focused FIT Retirement Series of flexible premium annuities. Learn more about how these new retirement solutions are tailored to meet client’s needs for both short and long-term accumulation and distribution time frames. This webinar is suitable for any agent who wants to grow their business in the annuity market. ***Don’t forget to complete your state’s specific annuity training***

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FIT Retirement Series (Spanish)

August 27 @ 4:30 pm (EDT)5:30 pm (EDT)

Register in advance for this webinar: The next generation of retirement solutions…the new consumer focused FIT Retirement Series of flexible premium annuities. Learn more about how these new retirement solutions are tailored to meet client’s needs for both short and long-term accumulation and distribution time frames. This webinar is suitable for any agent who wants to grow their business in the annuity market. ***Don’t forget to complete your state’s specific annuity training***

Find out more »


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Please be sure to join a few minutes prior to your scheduled webinar.

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