Underwriting Third-Party Best Practices
2025-06-17 15:00 - 16:00 (America/New_York)
This training session explores the growing impact of third-party data on the underwriting process, focusing on how insurers use external sources—such as medical reports, motor vehicle records, and other information —to enhance risk assessment, pricing accuracy, and decision-making. Participants will gain an understanding of the types of third-party data commonly used, how it is integrated into underwriting workflows, and the benefits it brings in terms of efficiency, fraud detection, and personalized coverage. The session also addresses the limitations and challenges of relying on external data sources.

Finding the Right Coverage: Understanding Client Needs and Managing Internal Replacements
2025-06-23 16:30 - 17:30
In this essential webinar, we’ll explore how to accurately assess client coverage needs, navigate evolving financial goals, and responsibly manage internal replacements. You’ll gain practical insights on identifying when a replacement is in the client’s best interest, how to document suitability, and the strategies that build trust while ensuring compliance.

Finding the Right Coverage: Understanding Client Needs and Managing Internal Replacements (Mandarin)
2025-06-24 15:00 - 16:00

Solving the Income Gap (Only for CFT / QFD or Higher)
2025-06-30 16:30 - 17:30
Join us as we explore effective strategies to ensure financial stability in retirement. Learn how to calculate the retirement income gap and discover how annuities can be a valuable tool in bridging that gap.

Understanding Indexed Options in Life Insurance: Unlocking Growth Potential
2025-07-01 15:00 - 16:00
Discover how indexed options in life insurance can unlock growth potential while providing downside protection. This webinar breaks down the fundamentals of Indexed Universal Life (IUL) insurance, including crediting methods, index choices, and the importance of diversification among strategies.

Why Living Life Defender? Your Competitive Edge
2025-07-07 16:30 - 17:30
In today’s competitive market, having the right product can make all the difference. Living Life Defender provides a powerful solution that sets you apart, offering unparalleled protection and value for your clients. Join us for this exclusive webinar where we’ll explore how Living Life Defender can give you a strategic advantage in the industry.

Drive Your Business - Life Insurance New Business Tips and Avoiding Common Pitfalls (Mandarin)
2025-07-08 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.

Streamlining for Success: Tips & Tricks for Annuity New Business
2025-07-14 16:30 - 17:30
Join us as we uncover valuable tips & tricks to streamline your annuity 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!

Why Living Life Defender? Your Competitive Edge (Mandarin)
2025-07-15 15:00 - 16:00

Drive Your Business - Life Insurance New Business Tips and Avoiding Common Pitfalls
2025-07-21 16:30 - 17:30

Mastering Common Underwriting Rejections/Concerns in Life Insurance
2025-07-22 14:00 - 15:00
Underwriting can often be a stumbling block in securing life insurance coverage. This webinar will help you identify the most common reasons for underwriting rejections and concerns, and provide effective strategies to overcome them. Learn how to address medical, lifestyle, and financial factors that frequently impact underwriting decisions, and gain practical tips to improve approval chances for your clients.

PFA Exclusive Claims training with Senior Director (Part 2)
2025-07-28 16:30 - 17:30
Join us for an in-depth webinar to explore the key aspects of the claims process. Learn about common issues that can delay claims and discover practical steps you can take to help ensure a smoother, more efficient experience.

Understanding Indexed Options in Life Insurance: Unlocking Growth Potential (Mandarin)
2025-07-29 15:00 - 16:00

A Guide to Underwriting and Planning for Foreign National Clients
2025-08-04 16:30 - 17:30
As the global population of high-net-worth individuals continues to grow, life insurance has become an increasingly valuable tool in cross-border wealth planning. In this webinar, we’ll explore the unique underwriting considerations for foreign national clients and examine how life insurance can support their long-term financial goals.

A Guide to Underwriting and Planning for Foreign National Clients – Mandarin
2025-08-05 15:00 - 16:00

Illustration Mastery: Elevate Your Living Life Defender with Advanced Case Designs
2025-08-11 16:30 - 17:30
Take your case design skills to the next level with a deep dive into advanced life insurance illustration strategies. This training is designed for advisors who are already familiar with the basics and are ready to build more sophisticated, client-specific solutions using the full potential of illustration tools. This webinar will help you use illustrations not just as a selling tool—but as a strategic, planning-driven resource to close more complex cases and deliver lasting value with the powerful Living Life Defender.

Illustration Mastery: Elevate Your Living Life Defender with Advanced Case Designs -Mandarin
2025-08-12 15:00 - 16:00

Simplicity of SIMPLE IRAs (Only for CFT / QFD or Higher)
2025-08-18 16:30 - 17:30
Join us for “The Simplicity of Simple IRA”, where we break down the key benefits and straightforward process of setting up and managing a SIMPLE IRA retirement plan. Whether you’re an agent or a small business owner yourself, this webinar will guide you through the essentials—how it works, contribution rules, tax advantages, and why it might be the perfect retirement solution for your needs. Learn how to simplify your retirement planning with a SIMPLE IRA and take confident steps toward securing your financial future.

The Power of the Annual Review: Turning Policy Check-Ins into Planning Opportunities
2025-08-19 15:00 - 16:00
The client relationship shouldn’t end after the policy is issued—in fact, that’s just the beginning. Annual reviews are a powerful yet often underused opportunity to reinforce trust, uncover evolving needs, and deliver continued value over time. In this session, we’ll explore how to turn routine policy reviews into meaningful conversations that enhance your client relationships and position you as a long-term advisor

Top SPDA Products with Case Design (Only for CFT / QFD or Higher)
2025-08-25 16:30 - 17:30
Discover the most competitive Single Premium Deferred Annuity (SPDA) products available at National Life and learn how to design winning cases that close deals. In this webinar, we’ll highlight top-performing SPDAs, uncover key features that resonate with clients, and share proven strategies to tailor your case designs for maximum impact. Whether you want to boost your sales or deepen client trust, this session equips you with the tools to confidently recommend the right products and grow your business.

Unlocking the Agent Portal: Welcome to NLG
2025-08-26 15:00 - 16:00
In this training, we’ll walk you through how to easily access the Agent Portal and make the most of its powerful features. The Agent Portal is your central hub for important resources, real-time updates, and tools designed to support your work efficiently. Once logged in, you’ll find essential information such as client details, training materials, and helpful tools—all organized to help you stay informed and productive. Follow our step-by-step instructions to unlock the portal and start exploring everything it has to offer!

Living Life Defender 101: Approaching Clients with Confidence Through Product Knowledge
2025-09-08 16:30 - 17:30
Want to approach every client conversation with confidence and clarity? Join us for Living Life Defender 101, a foundational webinar designed to help you master your product knowledge and turn it into a powerful tool for client engagement. Whether you’re new to the field or looking to sharpen your approach, this webinar will give you the confidence and skills to connect with clients more effectively and defend the value of life insurance like a pro.

Discover the Power of Living Benefits with NLG (1 hour 30 minutes)
2025-09-09 15:00 - 16:30
We are excited to offer a great opportunity to deepen your knowledge through our Living Benefits Training. This session will provide an in-depth understanding of how NLG’s Accelerated Benefit Riders work. By the end of this training, you’ll gain the insight and tools needed to effectively communicate the value of living benefits—and stand out as a trusted resource for your clients.

Living Life Defender 101: Approaching Clients with Confidence Through Product Knowledge – Mandarin
2025-09-15 16:30 - 17:30

Indexed Annuity Bootcamp (1 hour 30 min) (Only for CFT / QFD or Higher)
2025-09-16 15:00 - 16:00
Ready to master the ins and outs of indexed annuities? Join us for this comprehensive Indexed Annuity Bootcamp—a focused, practical webinar designed to deepen their understanding of these powerful retirement planning tools. We’ll cover the fundamentals of how indexed annuities work, explore current market trends, compare product features, and discuss strategies for using them effectively in client portfolios. Whether you’re new to indexed annuities or want to sharpen your skills, this bootcamp will give you the knowledge and confidence to better serve your clients.

Mastering Riders in Basic Illustrations: Case Studies and Report Presentation Skills
2025-09-22 16:30 - 17:30
Riders can significantly enhance a life insurance policy—but only if clients truly understand their value. In this insightful webinar, we’ll dive into how to effectively incorporate riders into basic illustrations and communicate their impact through real-world case studies and polished presentation techniques.

Becoming a Better Field Underwriter: What You Need to Know
2025-09-23 15:00 - 16:00
Strong field underwriting is the foundation of a smooth application process and better client outcomes. In this practical and informative webinar, you’ll learn what it takes to become a more effective field underwriter—whether you’re just starting out or looking to sharpen your skills. We’ll cover how to gather the right information upfront to avoid delays and declines. Join us to gain the knowledge and confidence you need to support stronger applications, reduce surprises, and deliver better service from the very first conversation.

Mastering Riders in Basic Illustrations: Case Studies and Report Presentation Skills -Mandarin
2025-09-29 16:30 - 17:30

Tailoring Life Insurance Solutions for Every Life Stage by Understanding Key Riders
2025-09-30 14:30 - 16:00
Life insurance needs evolve as clients move through different life stages—and the right riders can make all the difference. In this webinar, we’ll explore how to customize life insurance solutions using key riders that align with your clients’ changing goals, responsibilities, and financial priorities. Whether you’re working with first-time buyers or long-time policyholders, this session will help you confidently recommend rider combinations that meet clients where they are—and where they’re headed.

From Pitch to Close: How to Approach Clients to Close Living Life Defender Sales
2025-10-06 16:30 - 17:30
Ready to boost your confidence and close more Living Life Defender sales? In this powerful, hands-on webinar, you’ll learn exactly how to approach, present, and close with clarity, purpose, and results. From Pitch to Close is designed to sharpen the client conversations and move from introduction to signature with confidence. You’ll discover how to connect with clients on a deeper level, present the Living Life Defender solution with impact, and handle objections like a pro—turning interest into action.
