August 1, 2024
It’s ENGAGEment Time with School Right Around the Corner!
Explore the K-12 presentation series now.
It’s ironic that the sector most dedicated to education and lifelong learning often falls short in financial literacy. Without this crucial knowledge, they often lack the confidence and motivation to take control of their finances. Let’s Change That! With this step-by-step guide, you will be able to prepare for and facilitate engagement with current and prospective clients in approved K-12 Schools.
Get Ready, Set, ENGAGE!
Engage! Toolkit
A step-by-step guide to help you prepare for and facilitate virtual business with current and prospective clients, both individually and within schools.
Additional Helpful Resources
403(b) Playbook
Your resource to the many opportunities in the 403(b) plan market.
457(b) Playbook
This Playbook is your roadmap to the many opportunities in the 457(b) plan market.
Not sure where to start?
Obtain Official Certified Badge:
- Attend the 403(b)/457 Certified Training Class.
- Write five flowing 403(b) or 457(b) annuity applications within 12 months.
- Be in good standing with National Life Group.
Attend any upcoming 403(b) K-12 Certified Training offered by NLGs Retirement Services Team to develop strategies to work with school employees.
Access Additional Retirement Market Resources on the Agent Portal
From Agent Portal top navigation, select Sales & Marketing > Retirement Business > Plan Sponsor Marketing.
