PFA Annuity Illustration Case Design
2023-03-27 16:30 - 17:30 (America/New_York)
Use your tools to show your clients our retirement solutions. We will focus on using the illustration system to help you further understand the products.

PFA Illustration Case Designs
2023-03-28 15:00 - 16:00 (America/New_York)
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!

LLBD illustration case design
2023-04-03 16:30 - 17:30 (America/New_York)
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.

Great Opportunity to understand Annuity Transfer and NY Reg 60
2023-04-04 15:00 - 16:00 (America/New_York)
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.

PFA Inforce Illustrations
2023-04-10 16:30 - 17:30, 2023-05-08 16:30 - 17:30 (America/New_York)
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 the 1035 transfer. Learn how to illustrate in year 3,4,or beyond, to show the client the values in the future.

PFA Underwriting Table
2023-04-11 15:00 - 16:00, 2023-05-16 15:00 - 16:00 (America/New_York)
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 our special guest speaker.

Basics of how to sell Annuity and eApp tips
2023-04-17 16:30 - 17:30 (America/New_York)
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 the electronic application to hone your tech skills.

PFA New Business Tips
2023-04-18 15:00 - 16:00, 2023-05-23 15:00 - 16:00 (America/New_York)
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 processed efficiently? Be a professional and make sure there are no delays as you understand how to manage your business.

Springtime Sales Ideas
2023-04-24 16:30 - 17:30 (America/New_York)
‘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.

Tips on winning clients over with NLG history and illustration report. Transforming prospects to clients!
2023-04-25 15:00 - 16:00 (America/New_York)
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 to highlight the value of the solutions you provide to your customers. Learn how to transform prospects to clients.

AG49 Update and LLBD Case Design
2023-05-01 15:30 - 16:30 (America/Chicago)
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 offered what you originally quoted? Learn how to change the illustration you already saved. Learn how to still get the sale!

AG49 Update and LLBD Illustration Case Designs-MANDARIN
2023-05-02 15:00 - 16:00 (America/New_York)

PFA Annuity eApp Review and eApp tips
2023-05-09 15:00 - 16:00 (America/New_York)
Learn how to complete an eApp for annuity. How to reduce follow-up questions and forms. Get your case issued faster.

Get Social! NLG's Guide to using Social Media
2023-05-15 16:30 - 17:30 (America/New_York)
Learn about NLG’s Guide to using Social Media. Great ways to expand your business.

Annuity eApp Walk Through and Tips on Annuity - Mandarin
2023-05-30 15:00 - 16:00 (America/New_York)
Use your tools to show your clients our retirement solutions. We will focus on using the electronic application to hone your tech skills.

Buy-Sell life insurance for business owners
2023-06-05 16:30 - 17:30 (America/New_York)
Do you work with small businesses? Help them protect their business with the products and solutions you work with everyday. You will expand your impact, broaden your practice and help your business owner clients flourish.

PFA Intro to Advanced Sales - Premium Finance
2023-06-06 15:00 - 16:00 (America/New_York)
Do you know high net worth individuals or businesses? Premium financing may allow for the purchase of a large life insurance policy at a lower out of pocket cost. This session will guide you with information on who will be the right clients and the risk and benefits associated with Premium Financing.

Defined Benefit Plan
2023-06-12 16:30 - 17:30 (America/New_York)
Qualified plans have become a valued benefit to employers and their employees. The key to the qualified plan market is the tax status conferred on these plans. This includes: Tax deductible contributions by the business Contribution not included in the participants current income Tax deferred growth This tax treatment often makes a qualified plan a compelling tool for the business owner.

Annuity Products Training with Illustration Case Design
2024-02-20 15:00 - 16:00 (America/New_York)
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.

New Agent Bootcamp
2024-02-26 16:30 - 17:30 (America/New_York)
Calling all new agents – report for duty! This training will help agents work effectively through all aspects of the New Business and Underwriting process.
We’ll focus on:
• Website Tools to help you manage your business
• New Business
• Underwriting
• Premium Payments
• Tips and Trends to help move your business quickly

Why Living Life Defender? - Your Competitive Edge in Mandarin
2024-02-26 16:30 - 17:30 (America/New_York)
IUL product is evolving! Getting to know this brand new product with its new features including the exclusive CMC rider only available on this product!

PFA exclusive fact finder- how to get more business!
2024-02-27 15:00 - 16:00 (America/New_York)
New Fact finder to help you get more business and referrals. A walk through of the fact finder and tips to grow your business.

Why Living Life Defender? Your Competative Edge
2024-03-04 16:30 - 17:30 (America/New_York)

Buy-sell Agreement with Advanced Sales
2024-03-05 15:00 - 16:00 (America/New_York)

Keyman and Executive Bonus plan for Businesses using LLD
2024-03-11 16:30 - 17:30 (America/New_York)
Learn how to use the CMC rider on Living Life Defender to help businesses. Understand how to structure a key person policy and an executive bonus plan with LLD

LLD Illustration Case Desgin
2024-03-12 15:00 - 16:00 (America/New_York)

PFA Underwriting Conversation with Director
2024-03-18 16:30 - 17:30 (America/New_York)
