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Understanding the Policy Statement – MANDARIN

Know the promises we make to clients by taking a walk through the life insurance statement. You will learn how to highlight the value of the...

Life Insurance 101

Learn the basics of life insurance and how to start conversations with prospects. Learn how to transform prospect to client.

Kickoff 2023 with NLG

Providing you an overview of NLG financial results and how PFA landed in 2022. Sharing with you the opportunities for 2023!

Annuity eApp Walk Through

Use your tools to show your clients our retirement solutions. We will focus on using the electronic application to hone your tech skills.

PFA Inforce Illustrations

Learn how to run an inforce illustration. After the policy is inforce. See how to show the client the values in a policy after we receive...

PFA Underwriting Conversation

Understand what your underwriters are looking for as they review your case. Become a better field underwriter by knowing these important tips. Bring your questions for...

PFA Annuity eApp Review Mandarin

Learn how to complete an eApp for life insurance or an annuity. How to reduce follow-up questions and forms. Get your case issued faster.