February 10, 2025

Tactical Tuesdays | Qualified Plans: A Strategy that Makes Both Dollars and Sense

Join the experts for our Financial Wellness Month-themed webinar.

Commemorate National Time Management Month and help business owners save time and money by implementing a qualified plan today. Why?

Only 34% of small businesses offer retirement plans to employees.*

National Life’s Advanced Sales Team invites you and your CPA partners to this month’s Tactical Tuesdays webinar.

Inviting your CPA partners to attend is a great way to enhance existing relationships and to introduce new CPAs to NLG’s CPA Advantage Program. One CPE credit per webinar is awarded to CPAs who register and attend!

Join the experts for –

Qualified Plans: A Strategy that Makes Both Dollars and Sense

Presented by National Life Group Advanced Sales
Tuesday, February 25
1:00 p.m. ET; 12:00 p.m. CT

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Register in advance for the complete Tactical Tuesdays series.

March 25 Protecting Wealth and Securing Retirement: The Power of Life Insurance Inside a Qualified Plan
April 22 Life Insurance: From Traps to Taxes
May 27 Executive Benefits: Strategies to Recruit, Retain, and Reward Key Employees
June 24 Protecting Your Retirement Income with an Annuity
July 22 Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
August 26 Control Your IRA Legacy: Addressing “Trust” Issues
September 23 My Generation and Beyond: Leaving a Lasting Legacy
October 28 Give a Little Bit … or A Lot: Charitable Giving Strategies
November 18 Special Planning for Special Families
December 16 Secure the Future of a Business: Buy-Sell Agreements

All webinars begin at 1:00 p.m. ET; 12:00 p.m. CT.
Registration is limited.

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You have direct access to the Advanced Sales Team for case consultation and point-of-sale support.

Learn more about the team on NationalLife.com

Need Help? Contact us at 1-800-906-3310, Option 1

or learn more on the Agent Portal,
look for this icon under Guides on the right side bar:

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* Fidelity Study: Despite Concerns About the Future, Two-Thirds of Small Businesses Do Not Currently Offer Retirement Savings Benefits