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PFA

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  • 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.

  • PFA Illustration Case Designs

    Learn how to design your case illustrations. How do you re-illustrate when your client isn't offered what you originally quoted? Learn how to change the illustration...

  • 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...