Resources on Positioning National Life Group Solutions with your Clients

Below is a list of resources for your use to grow your business with National Life Group solutions.

New resources

Top 10 Reasons to add FIAs from NLG to your 403(b)457(b) Plan

Consumer flyer

 Target audience

School districts / Target schools

Opportunity

School board meeting handout, leave-behind after any K-12 prospecting meeting.

Click here to learn more

 

How to Make Any Size Tax Refund Go Further

Consumer flyer

Target audience

Anyone who finds themselves with an unexpected lump sum of money, such as a tax refund.

Opportunity

Through “capital conversion,” clients can make their lump sum go further.

Click here to learn more


 

Recently updated resources

2019 Tax Reference Guide

Agent guide, 2019 IRS cheat sheet  View

Proven  Results

Consumer flyer, Chart updated through 2018  View

Comparison of 403(b) Versus 457(b)

Consumer flyer, Contribution limits are updated for 2019   View

Educate & Empower – 403(b) plan sponsors

Consumer flyer, Our agents can help your employees understand their retirement savings options…group session request.  View

Educate & Empower – 457(b) plan sponsors

Consumer flyer, Our agents can help your employees understand their retirement savings options…group session request.  View


 

Does your book of business consist of IRAs?  Are you looking to learn more about how you can grow your business with our annuity solutions?  See the resources below on consumer brochures in the IRA/annuity market.

IRAs Traditional and Roth (updated)

Consumer brochure

Target audience

Anyone interested in investing but not sure about the tax implications of each plan

Opportunity

Plan comparison updated with 2019 contribution limits.

Click here to learn more

 

Simple IRA

Consumer flyer

Target audience

Business owner looking for a simple way to accumulate retirement savings for themselves and their employees

Opportunity

Diversify the vehicles in which you can boost your flow annuity sales.

Click here to learn more

 

SEP IRA

Consumer flyer

Target audience

Business owner looking for a simple way to save for retirement, but also employees’ retirement

Opportunity

Diversity the vehicles in which you can boost your flow annuity sales.

Click here to learn more


 

Looking for ways to build relationships in school districts?  Check out our Prizes for Pages Relationship Program…

All of the tools needed to execute the program

 

 Target audience

School districts / Target schools

Opportunity

Use this program to gain access to and build relationships in school districts.

Click here to learn more

 

TC107957(0519)1

Consumer materials linked to in this communication are approved for print 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.