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

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

Click here to learn more

Also located on the FIT Retirement Series Landing Page

 

Emergency Access Waiver At Work for You

Consumer video

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

Click here to learn more

Also located on the FIT Retirement Series Landing Page

 

Understanding Volatility Control Indexes

Consumer video

Target audience

Consumers interested in new index strategies

Opportunity

Answer questions about volatility control strategies in the FIT Retirement Series products

Click here to learn more

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

View

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

View

Roth 403(b) Plans for Education Professionals

Consumer flyer

Important considerations when comparing retirement options; contribution limits are updated for 2019

View

Offering What Matters Most

Consumer brochure

Why plan sponsors should partner with NLG in their 403(b)/457(b) plan offering

View


In case you missed it…

Retire with INCOME THAT CANNOT BE OUTLIVED

Consumer flyer

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

Click here to learn more


Focus on recruiting

Our Products are Your Differentiator

Series of four personalizable recruiting emails / FIT Retirement Series

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

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

Target audience

Prospects

Opportunity

Recruiting and retaining top talent is essential to success.

These tools can help.

Click here to learn more

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

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.

Click here to learn more

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