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, 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.

New Agent Bootcamp
2024-02-26 16:30 - 17:30
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
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
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

Buy-sell Agreement with Advanced Sales
2024-03-05 15:00 - 16:00
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.

Keyman and Executive Bonus plan for Businesses using LLD
2024-03-11 16:30 - 17:30
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
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!

PFA Underwriting Conversation with Director
2024-03-18 16:30 - 17:30
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.

Annuity Certificate Follow Up with Annuity Case Design
2024-03-19 15:00 - 16:00
Use your tools to show your clients our retirement solutions. We will focus on using the illustration system to customize design to meet your client’s need.

Welcome to NLG &Agent Portal
2024-03-25 16:30 - 17:30
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!

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

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.
