Welcome to NLG &Agent Portal
2024-03-25 16:30 - 17:30 (America/New_York)
Are you new to doing business with National Life Group? Are you looking to get a kick-start at becoming a successful agent with us? If so, please join us for an overview of our company, our business, and where you fit in as a valued partner with us. We will give an overview of selling our products and introduce you to your Agent Portal. This session is for agents who are new to National Life Group and looking for an introduction to doing business with us.

2 Hours Life Insurance Workshop in Mandarin
2024-03-26 15:00 - 17:00
Calling all agents – report for duty! This training will help agents work effectively through all aspects of pre-sales, pending business, and after issue management.

NEW! IUL loan type Participating Declared Loans
2024-04-01 16:30 - 17:30
New loan option is offered to LLD! Join us to learn more on it!

LLD Illustrations with New Participating Declared Loan (Mandarin)
2024-04-02 15:00 - 16:00
A new IUL loan type – Participating Declared Loans (Mandarin)

PFA Exclusive Claims training with Senior Director
2024-04-08 16:30 - 17:30
Take this great opportunity to know ins and outs of claims. Knowing the common factors which could hold a claim and things you could do to smooth the process.

PFA Annuity Certified Training
2024-04-09 15:00 - 16:00
Great opportunity to get annuity certified with National Life Group! Through the training, you will know basics of annuity and why annuity with National Life Group.

LLD Illustrations with New Participating Declared Loan
2024-04-15 16:30 - 17:30
A new IUL loan type – Participating Declared Loans (PDL)

PFA Compliance Exclusive Training
2024-04-16 15:00 - 16:00
Navigating legal and regulatory requirements to provide you with the tools you need to be successful on your NLG SALE journey.

Inforce Illustrations
2024-04-22 16:30 - 17:30
Learn how to use the inforce illustration software!

Annuity Products Training with Illustration Case Design
2024-04-23 15:00 - 16:00, 2024-05-20 16:30 - 17:30
Annuities are perfect for saving for retirement. They are even better if a prospect is uninsurable. Join us to learn all about the annuity products with case design from National Life Group.

Setting Agents Up for Success | Avoiding Common Pre-Sales Pitfalls
2024-04-30 15:00 - 16:00
Are you new to the National Life Group sales process? We will introduce you to some of our common business practices, and give you tips for selling our products and submitting your business! We will introduce you to our e-App system, our underwriting process, and more! This webinar is for agents who are new to our business and looking for guidance in our sales process.

How to Read Your Policy Statements
2024-05-06 16:30 - 17:30
Are you confused on why there is no return sometimes while there might be over expected returns? In this session, we will go in depth in understanding your policy anniversary states, quarterly statements, and monthly confirmation statements. Meanwhile, we will review index crediting options and how is premium sweeping in the policy.

Building Legacies – Top Sales Concepts for Your Clients
2024-05-07 15:00 - 16:00
Life insurance is designed to meet your client’s changing needs throughout their lifetime – from birth, to beginning a career, to starting a family, through increased wealth, retirement, and finally wealth transfer. Life insurance also meets the protection needs of a small business owner. Today, we will discuss several individual and family sales concepts including Gift of Life, Spousal Limited Access Trust (SLAT), Survivorship Standby Trust (SST) and Legacy IRA. We will also discuss two business protection sales concepts, Key Person protection and Executive Bonus plans.

Compliance Training II - Mastering the Art of Ethical Sales: Ensuring Every Sale and Social Media is Handled Correctly
2024-05-09 15:00 - 16:00
Your role as a field underwriter is pivotal in ensuring the success of our business. Join us in our session on Making the Sale Correctly to understand the essential steps in the sales process. Learn how to utilize the eApp correctly to streamline your application submissions, ensuring accuracy and efficiency. Additionally, discover best practices for leveraging social media in your sales efforts and how to collaborate effectively with the NLG compliance team. Don’t miss this opportunity to sharpen your skills and enhance your performance in the field. We look forward to seeing you there!

LLD Illustration Case Design
2024-05-13 16:30 - 17:30
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!

Cracking the Code: Traditional & Roth IRAs
2024-05-14 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!

Streamlining for Success: Tips & Tricks for Annuity New Business
2024-05-21 15:00 - 16:00
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!

SPDA Product Training with Case Design
2024-05-28 15:00 - 16:00
Join us as we review a few of our top-selling single premium fixed indexed annuities. We will discuss their unique features, various client profiles, and illustration case design.

New Juvenile Life Insurance Underwriting: Emerging Trends and Future Directions
2024-06-03 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.

(Advanced) Nonqualified Plans with Life Insurance: A Better Way to Recruit and Retain
2024-06-04 15:00 - 16:00
The push to find and retain top talent continues to be a primary objective amongst business owners in this competitive environment. Find out how non-qualified plans funded with life insurance can provide business owners with the incentive they need to beat the competition and secure top talent.

(Advanced) Illustration Training - Unlocking the Power of IUL
2024-06-10 16:30 - 17:30
Whether you’re new to IULs or looking to deepen your understanding, this webinar is designed to provide valuable insights and practical guidance to help you make informed decisions about incorporating Indexed Universal Life Insurance into your financial strategy. Don’t miss this opportunity to unlock the power of IULs and take control of your financial future!

(Advanced) Qualified Plans with Life Insurance: Give the owners what they want, bigger tax deductions
2024-06-11 15:00 - 16:00
Defined Benefit Plans offer the highest ceiling for retirement plan contributions and thus provide the largest tax savings opportunity for business owners. In this session, it will uncover how life insurance could be applied for tax savings.

(Basic) LLD Illustration Case Design Mandarin
2024-06-17 16:30 - 17:30

(Basic) Cracking the Code: SEP & SIMPLE IRAs
2024-06-18 15:00 - 16:00
Both SEP IRA and SIMPLE IRA are retirement plans for small businesses – but they work differently. Join us as we uncover the two types of IRAs for business owners and reveal the differences between them. We’ll review sample case designs, advantages to the business owner, and what you need to set these up using our annuity products.

Advanced: How to Fund Living Life Defender with Just One Lump Sum - Mandarin
2024-06-24 16:30 - 17:30
Do you come across scenarios where client want to dump a one time lump sum only for insurance premium? We have solutions to you either through a PDA account or fund policy with guideline level single premium. In this session, you will learn how to apply these sales ideas for particular clients.

(Basic) Unlocking Success: Strategies for Newer Agents to Excel in Selling Life Insurance
2024-06-25 15:00 - 16:00
In this dynamic webinar, we delve into the strategies and insights that can elevate agents’ success in the competitive world of selling life insurance. From mastering client relationships to leveraging digital tools, we’ll explore practical tips to boost sales, build trust, and achieve long-term success. Join us as we uncover the keys to unlocking your full potential as a life insurance agent.

Basic Living Life Defender Illustration Case Design (Mandarin)
2024-07-01 16:30 - 17:30

Mastering Underwriting: Juvenile Guidelines and Underwriting Updates
2024-07-02 15:00 - 16:00

Mastering Illustration Integration/Life Insurance eApp Process
2024-07-08 16:30 - 17:30
