March 13, 2019
Resources for Selling the FIT Retirement Series
Below is a list of new and updated materials to assist you in selling our FIT Retirement Series.
New
Retirement Needs Planning. But Emergencies Need Action.
Consumer flyer
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Target audience
403(b)/457(b) plan sponsors Opportunity No other carrier offers this rider on their annuities; the Emergency Access Waiver is built into all FIT Retirement Series products Also located on the FIT Retirement Series Landing Page |
Emergency Access Waiver At Work for You
Consumer video
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Target audience
403(b)/457(b) plan participants who can purchase a FIT Retirement Series product within their plan Opportunity We give access when it is needed most through the Emergency Access Waiver Also located on the FIT Retirement Series Landing Page |
Understanding Volatility Control Indexes
Consumer video
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Target audience
Consumers interested in new index strategies Opportunity Answer questions about volatility control strategies in the FIT Retirement Series products Coming soon to the FIT Retirement Series Landing Page |
Updated
403(b)/457(b) Certified Training Calendar – 2019
Agent flyer
Why and how to get Certified Training including nationwide training dates and locations
We’re Here to Help You
Personalizable consumer flyer
403(b)/457(b) retirement consultation; no luncheon
Please make sure you understand and abide by district and NLG Retirement Services rules for soliciting in schools
Roth 403(b) Plans for Education Professionals
Consumer flyer
Important considerations when comparing retirement options; contribution limits are updated for 2019
Offering What Matters Most
Consumer brochure
Why plan sponsors should partner with NLG in their 403(b)/457(b) plan offering
In case you missed it…
Retire with INCOME THAT CANNOT BE OUTLIVED
Consumer flyer
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Target audience
K-12 plan sponsors Opportunity Can be used to approach school districts you work with who haven’t yet added the FIT Retirement Series of flexible indexed annuities |
Focus on recruiting
Our Products are Your Differentiator
Series of four personalizable recruiting emails / FIT Retirement Series
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Target audience
Prospects Opportunity With angles from non-qualified opportunities to our cutting-edge index options, help recruiting prospects learn more about our new FIT Retirement Series. Visit Recruit for Success eKit to learn more Available on the Agent Portal and in Salesforce. |
Serve the Retirement Needs of Educators
Social post / Complement to “Are You Looking…” recruiting email
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Target audience
Prospects Opportunity Share National Life Group’s unique commitment to the K-12 education market Visit Recruit for Success eKit to learn more |
Recruit for Success
All of your recruiting tools in one place / Includes K-12 Education Market prospecting
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Target audience
Prospects Opportunity Recruiting and retaining top talent is essential to success. These tools can help. All E-mails are available on the Agent Portal and in Salesforce. |
National Life Group’s Industry Leading Service to the K-12 Education Market
Digital experience
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Target audience
Recruits who want to go above and beyond Opportunity Serving 403(b) and 457(b) clients can be rewarding in many ways. But it takes high commitment and hard work to know the market as a whole and each client as a unique individual. Also located on the Recruit for Success eKit |
Consumer materials linked to in this communication are approved for print use only. Consumer videos are approved for one-on-one in-person use only. Please note that email marketing is subject to additional anti-spam requirements, and should be submitted for advertising compliance approval prior to use.
TC106794(0319)1
