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...
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...
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...
Learn how to complete an annuity transfer correctly and understand the NY Reg 60. How to reduce follow-up questions and forms. Get your case issued faster.
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...
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...
Basics of how annuity works and how to approach your clients. Use your tools to show your clients our retirement solutions. We will focus on using...
Join in the conversation with your National Life team. What can you do to track your application? How can you help make sure your application is...
'Tis the season for some sales ideas! We will explore seasonal themes and resources that NLG has to offer to help you share your message.
Learn how to overcome challenging questions from prospects. Understand the financial strength of NLG and know the promises we make to clients. You will learn how...
Learn about the AG49 Update and the changes to LLBD illustration. Learn how to design your case illustrations. How do you re-illustrate when your client isn't...