Welcome to NL Edge Your Competitive Advantage

September 14, 2020

Reminder: Don’t Miss this Game-Changing Opportunity to Differentiate Yourself

Register now for the NEW Virtual CPA Symposium!

This exciting event will take place on a completely virtual platform, giving you and your CPA partners the flexibility to join from wherever you are, but still get the same high caliber speakers and sessions as our in-person events.

The Virtual Symposium will take place on two days separated by a week: Tuesday, September 22nd from 12p-5p (EDT) and Tuesday, September 29th, from 12p-5p (EDT).

  • NEW Venues – Make the most out of the “new normal.” Embrace the virtual environment and commit to a strategic partnership to bring financial solutions to business owner and high-net worth clients.
  • NEW Laws – Congress passed the SECURE Act effective 1/1/2020, along with several Coronavirus Relief Acts.  These new laws have redefined retirement and business planning opportunities.  Come learn about these changes, how it applies to your clients, and how to help your clients plan accordingly.
  • NEW Opportunities – We’ll discuss a variety of ideas and solutions to bring financial services to your partners and clients.
  • NEW Products and Sales Tools – National Life has rolled out a suite of new life and annuity products along with sales and marketing tools to help move your business to the next level
  • NEW Relationships – Now, more than ever, is the right time to start reaching out to new partners to bring financial knowledge and stability to an ever-changing environment.  The focus will be an introduction to financial services for CPAs and other tax professionals and to highlight the positive changes that a strategic partnership may bring to their practice and clients.

Virtual CPA Symposium Agenda

 

Next Steps:

  1. Register Yourself for the CPA Symposium
  2. Download and send the CPA Invitation and Registration flyer to your CPA partners
  3. Bookmark the CPA Symposium Landing Page for access to pre-conference materials.

 

Date: Tuesday, September 22 and Tuesday, September 29, 2020 | Time: 12p – 5p Eastern Time | Location: Virtual – Zoom Link | Designed for: 8 CPE credits Course Level: Basic | Delivery Method: Group Internet Based | Prerequisites: None | Advance Preparation: None | Fields of Study: 3 Finance, 1 Management Services, 1 Business Law, 2 Taxes, 1 Specialized Knowledge | Cost: Free

Cancellation policy: In the event that an insufficient number of registrants forces the cancellation of the program, each participant will be notified. The decision to cancel a program is made one week prior to the scheduled date.

Complaints: Complaints should be submitted in a written format to the program sponsor. Cases will be addressed on an individual basis. National Life Group (NASBA I.D. #103339) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. The State Boards of Accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

Agents: When emailing the flyer to your CPA contacts, you must check all email addresses sent to against NLG’s unsubscribe database on the agent portal at NL Group Compliance/Telemarketing & Email Marketing. You must promptly honor any opt-out requests received and remove them from your mailing lists. You must add the following to your email and the unsubscribe link must be active: This is an advertisement. To be removed from future mailings, please enter your email address here: www.nationallife.com/unsub

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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

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