From Lemons to Lemonade (Basic)
2024-08-19 16:30 - 17:30 (America/New_York)
Join us as we discuss how to handle unfavorable life insurance offers and increase your placement! We even highlight an alternative solution for those cases that are rejected from underwriting – and how you can still help those clients put money away for their futures!

LLD Illustration Case Design Mandarin (Advanced)
2024-08-20 16:00 - 17:00
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 you already saved. Learn how to still get the sale!

Shielding Your Future: Exploring the Power of Life Insurance Living Benefits
2024-08-26 16:30 - 17:30
Join us as we explore the comprehensive protection offered by life insurance living benefits. From accelerated death benefits to Terminal illness, Chronic Illness, Critical Illness, Critical Injury, Alzheimer’s Disease, and Fertility Journey rider. Understand how these benefits shield your future against unexpected health challenges. Gain insights into selecting the right policies and riders to secure your family’s financial stability and peace of mind.

Life Insurance New Business Tips and Avoiding Common Pitfalls
2024-08-27 15:00 - 16:00, 2024-10-29 15:00 - 16:00
Join us as we uncover valuable tips & tricks to streamline your life business. Whether you are an experienced professional, or just getting started, you’ll gain practical insight on how to reduce errors, expedite transactions, and utilize resources available to enhance your productivity.

Closing More Living Life Defender Sales by Asking Good Questions to Utilize the Illustration Correctly (Basic)
2024-09-09 16:30 - 17:30, 2024-10-07 16:30 - 17:30
Enhance your sales skills by learning how to ask your clients the right questions. This webinar will equip you with strategies to better engage your clients, uncover their financial goals and concerns, and effectively match them with the appropriate IUL structure using the illustration software. Whether you’re a new or experienced agent, this training is designed to elevate your client interactions and boost your life insurance sales to the next level!

PFA Annuity Certified Training (Basic)
2024-09-10 15:00 - 16:00
Great opportunity to get annuity certified with National Life Group! Through the training, you will know the basics of annuities and why annuity with National Life Group.

How to read the Illustration Reports
2024-09-16 16:30 - 17:30
Gain clarity on the essential elements of an illustration report, including premium payments, interest credits, and potential benefits.

Closing More Annuity Sales by Asking Good Questions (Basic)
2024-09-17 15:00 - 16:00
Close more sales by learning how to ask your clients the right questions. This webinar will equip you with ways to engage your clients better, uncover their financial goals and concerns, and effectively match them to the right annuity solution. Whether you are a new or existing agent, this training is designed to help you enhance your client engagement and take your annuity sales to the next level!

Mastering Underwriting: Juvenile Guidelines and Underwriting Updates Training
2024-09-23 16:30 - 17:30
The juvenile guideline was updated! Join us to learn more specifics. Case study examples will be shared to enhance discussion and questions as well as go into details surrounding the new juvenile guidelines.

The Uniqueness of Living Life Defender and its Advantages
2024-09-24 15:00 - 16:00
Explore the unique elements of Living Life Defender that set it apart from other financial products. Discover its specialized benefits and how they cater to diverse client needs.

Closing More Living Life Defender Sales by Asking Good Questions to Utilize the Illustration Correctly (Mandarin)
2024-09-30 16:30 - 17:30

Essential Compliance Training: Safeguarding Your Business and Clients
2024-10-01 15:00 - 16:00
Join our Chief Compliance Officer for a focused webinar on maintaining compliance throughout the sales process. This session will cover key steps such as soliciting business, completing applications, delivering policies, and collecting premiums. Perfect for both new and experienced agents, this webinar will provide practical guidance to help you navigate compliance with confidence.

Turning No into Yes: Effective Techniques for Overcoming Client Objections
2024-10-08 15:00 - 16:00
In this webinar, we’ll equip you with proven strategies and techniques to transform client objections into opportunities for success. Whether you’re a seasoned professional or a newer agent, you’ll learn how to confidently handle difficult questions and navigate common objections that often stall the sales process. Our goal is to provide you with the tools needed to turn potential rejections into closed deals, helping you build stronger relationships and increase your sales effectiveness.

The Uniqueness of Living Life Defender and its Advantages (Mandarin)
2024-10-14 16:30 - 17:30

Life Insurance New Business Tips and Avoiding Common Pitfalls (Mandarin)
2024-10-15 15:00 - 16:00

Annuity Products Training with Illustration Case Design
2024-10-21 16:30 - 17:30
Join us for an interactive experience where we blend the art of product design with the science of practical application. You’ll explore the nuances of various annuity products, learn how to tailor solutions to meet diverse client needs, and gain valuable insights into innovative case designs that illustrate complex concepts with clarity.

Income Showdown: GLIR vs Annuitization (Basic)
2024-10-22 15:00 - 16:00
This training will compare the differences between Annuitization and the Guaranteed Lifetime Income Riders (GLIR). We will discuss the key differences in flexibility, income guarantees, and access to funds. After attending this training, you will be equipped to confidently explain the difference between the two.

PFA Exclusive Claims training with Senior Director
2024-10-28 16:30 - 17:30
This engaging session is crafted to empower insurance professionals with the knowledge and skills needed to navigate the complexities of claims processing with confidence and clarity. Step into a world where claims handling becomes a strategic advantage. We’ll demystify the claims process, from initial filing to final settlement, and equip you with practical tools and insights to enhance your claims management strategy.

Streamlining for Annuity Success
2024-11-04 16:30 - 17:30
Uncover valuable tips & tricks to streamline your annuity business. Whether you are an experienced professional, or just getting started, you’ll gain practical insights on how to reduce errors, expedite transfers, and utilize resources available to enhance your productivity!

Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios
2024-11-05 15:00 - 16:00
Join us for “Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios,” where we will delve into the advanced functionalities of the CMC rider. This webinar is designed for experienced agents looking to elevate their illustration skills. Learn how to tackle complex scenarios with confidence, utilizing the CMC rider’s powerful features to create clear, persuasive illustrations that resonate with clients. Discover practical tips, real-world examples, and best practices to enhance your presentations and drive successful outcomes.

Mastering the CMC Rider: Advanced Techniques for Illustrating Complex Scenarios (Mandarin)
2024-11-11 16:30 - 17:30

Unlocking the Portal: Tools for Agent Efficiency (Mandarin)
2024-11-12 15:00 - 16:00
Join us for “Unlocking the Portal: Tools for Agent Efficiency,” where we’ll delve into the powerful features of the Agent Portal designed to streamline your workflow. Learn how to leverage advanced tools to enhance your productivity, improve client interactions, and optimize your processes. Whether you’re a seasoned pro or just getting started, this session will equip you with actionable insights to elevate your agency’s performance!

Drive Your Business - Life Insurance Underwriting / New Business Tips and Avoiding Common Pitfalls
2024-11-18 16:30 - 17:30
Join us as we uncover valuable tips for effectively assessing risk factors and determining appropriate premiums. We will also find tricks to streamline your life business. Whether you are an experienced professional, or just getting started, you’ll gain practical insight on how to reduce errors, expedite transactions, and utilize resources available to enhance your productivity.

Foreign National Guidelines Training
2024-11-19 15:00 - 16:00
Are you ready to navigate the complexities of underwriting for foreign nationals? This insightful session will equip you with the knowledge needed to understand unique guidelines and challenges while also exploring practical case studies to see how underwriting decisions are made in real scenarios.

Annuity Power Hour
2024-11-25 16:30 - 17:30
Join Jay Dunlap, Director of Annuity Sales, for a high-energy, interactive session where we’ll break down client scenarios, match them with product recommendations, tackle the top questions from the last few months, and cover a variety of timely topics to help sharpen your annuity expertise.

Unlocking the Portal: Tools for Agent Efficiency
2024-11-26 15:00 - 16:00

Drive Your Business - Life Insurance New Business Tips and Avoiding Common Pitfalls
2024-12-02 16:30 - 17:30

Cracking the Code: Traditional & Roth IRAs
2024-12-03 15:00 - 16:00
An Individual Retirement Account (IRA) is a tool customers can use to help achieve their retirement goals while receiving a tax advantage for their savings. Join us as we uncover the two types of IRAs and reveal the differences between them. We’ll also share how you can set up annuity policies for both rollovers and ongoing contributions!
