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Annuity eApp Walk Through

Use your tools to show your clients our retirement solutions. We will focus on using the electronic application to hone your tech skills.

PFA Inforce Illustrations

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...

PFA Underwriting Conversation

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...

PFA Annuity eApp Review Mandarin

Learn how to complete an eApp for life insurance or an annuity. How to reduce follow-up questions and forms. Get your case issued faster.

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...

PFA Inforce Illustrations

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...

PFA New Business Tips

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...

PFA Illustration Case Designs with Riders

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...