NL Insider

Tactical Tuesday | Preserve Your IRA Legacy: Passing Down Wealth & Wisdom
2026-04-28 13:00 - 14:00 (America/New_York)
Embrace National Financial Literacy Month and gain the wisdom needed to choose the right individual IRA beneficiaries to preserve and pass wealth to the next generation. In this session we will answer the following questions:

What important definitions relate to IRA distributions?
How are IRA beneficiaries classified?
When do IRA beneficiaires have to take distributions from an inherited IRA?

Welcome to NLG & Agent Portal
2026-04-28 14:00 - 14:30
Are you new to doing business with National Life Group? Are you looking to get a kick-start at becoming a successful agent with us? If so, please join us for an overview of our company, our business, and where you fit in as a valued partner with us. We will give an overview of selling our products and introduce you to your Agent Portal. This session is for agents who are new to National Life Group and looking for an introduction to doing business with us.

Underwriting 201: Dive Deep with your Underwriters!
2026-04-28 15:00 - 16:00
Have you attended our Underwriting 101 webinar? Are you looking for a deeper dive on topics such as diabetes, autism, juvenile underwriting and much more? Please join us for this webinar to ask your questions directly to a panel of underwriters. The topics will be different each month. Take this unique opportunity to learn more about underwriting from the experts.

Spanish - Agent Portal & E-App
2026-04-28 15:00 - 16:00
Are you new to the National Life Group? We will introduce you to some of our common business practices, and give you tips for selling our products and submitting your business! We will introduce you to our e-App system, our underwriting process, and more! This webinar is for agents who are new to our business and looking for guidance in our sales process.

Illustration Training Basics
2026-04-29 14:00 - 14:30
Are you new to doing business with National Life Group and looking for an introduction to our illustration software? If so, please join us for an overview of our illustrations, as well as best practices to set you up for success in illustrating our products. This webinar is for agents who are new to National Life and want to gain familiarity with our illustration software.

NLG's SummitLife IUL: A Large Case Cash Accumulation Solution
2026-04-29 15:00 - 16:00
Do you have high net worth, high income clients who are looking to contribute a substantial premium into an IUL? SummitLife is our large cash accumulation IUL with a minimum face amount of $1,000,000. Learn how competitive this IUL is when it comes to building cash value. This session is for Agents who want to incorporate Indexed Universal Life into their practice.

Spanish - Illustrations
2026-04-29 15:00 - 16:00

Mandarin - SPDA Lineup
2026-04-29 16:30 - 17:30
Do you have clients who are looking to move a lump sum of money into a deferred annuity? This Webinar will introduce you to National Life Group’s single premium annuities along with helping you identify which products could be a good fit for each prospect. This session is ideal for Agents who are looking to learn how to use Single Premium Deferred Annuities in their practice.

Setting Agents Up for Success | Avoiding Common Pre-Sales Pitfalls
2026-04-30 14:00 - 14:30

403(b)/457 Plan Opportunities | Where to Work
2026-04-30 14:00 - 15:00
An interactive session that will walk you through the 403(b)/457 Plan Opportunity tool on the Agent Portal. By the end of the session you will be able to identify open and prospective plans in your area.

SPDA Lineup: Single Premium Solutions
2026-04-30 15:00 - 16:00

Spanish - FlexLife 2025 & Living Benefits
2026-04-30 15:00 - 16:00
Are you looking for an IUL that can help address all three of your clients’ top concerns – Live Too Long, Die Too Soon, and Become Ill? This webinar will cover how FlexLife is the solution for your clients with its ability accumulate cash value, provide a competitively priced death benefit and Accelerated Benefits Riders.
3:00pm-4:00pm EDT

Inherited IRA RMDs Made Simple: A Practical Guide for Beneficiaries
2026-05-05 13:00 - 14:00, 2026-05-07 13:00 - 14:00
Join the Advanced Sales team as they walk through their newly released digital tool on inherited IRA required minimum distribution rules and requirements.
1:00pm-2:00pm EDT

403(b)/457 Certified Training
2026-05-07 14:00 - 17:00, 2026-06-11 14:00 - 17:00
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations.
2:00pm-5:00pm EDT

403(b)/457 Plan Opportunities | Where to Work
2026-05-14 14:00 - 15:00
An interactive session that will walk you through the 403(b)/457 Plan Opportunity tool on the Agent Portal. By the end of the session you will be able to identify open and prospective plans in your area.
2:00pm-3:00pm EDT

2026 CPA Symposium- Las Vegas, Nevada
2026-05-26 08:00 - 2026-05-29 17:00
This is a great chance for you and your CPA partners to strengthen collaboration, earn CPE credits, and dive into strategies that support your clients’ financial goals.
Traditional 2.5 day program offering CPAs 16 CPE credits
Tuition $1000 per attendee
Agenda topics include:

Economic Update
Strategies and Best Practices with Allan Koltin
Qualified and Non-Qualified Plans Overview and Case Studies
Incorporating Financial Services into Your Practice Panel
Retirement Planning Strategies with Annuities
Additional Advanced Markets Topics

Tactical Tuesday | Executive Benefits: Strategies to Recruit, Retain, and Reward Key Employees
2026-05-26 13:00 - 14:00
Commemorate Small Business Month by exploring several compensation strategies to help business owners reduce employee turnover and costs. In this session we will answer the following questions:

What is a business’ most valuable asset?
How do employer and employee goals and expectations differ?
How do key employee benefits work?

1:00pm-2:00pm EDT

IN PERSON- 403(b)/457 Certified Training: Sacramento
2026-06-22 08:00 - 17:00
Location: Sacramento, California
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations
Registration link coming soon.

Tactical Tuesday | Protecting Your Retirement Income with an Annuity
2026-06-23 13:00 - 14:00
Observe National Annuity Awareness Month by learning more about how annuities can complement your retirement and reduce longevity risk with guaranteed income. In this session we will answer the following questions:

What are the most common retirement concerns?
Why should an annuity be considered as part of a retirement income strategy?
How do annuities work?

1:00pm-2:00pm EDT

IN PERSON- 403(b)/457 Certified Training: Houston
2026-07-17 08:00 - 17:00
Location: Houston, Texas
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations
Registration link coming soon.

IN PERSON- 403(b)/457 Certified Training: San Diego
2026-07-21 08:00 - 17:00
Location: San Diego, California
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations
Registration link coming soon.

IN PERSON- 403(b)/457 Certified Training: Dallas
2026-07-28 08:00 - 17:00
Location: Dallas, Texas
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations
Registration link coming soon.

Tactical Tuesday | Estate Planning for Foreign Nationals
2026-07-28 13:00 - 14:00
Celebrate National Financial Education Month and learn how U.S. laws affect wealth planning for international families with U.S. ties. In this session we will answer the following questions:

What are some of the essentials of estate planning?
How do the federal gift and estate tax laws impact foreign nationals?
Which estate planning strategies should foreign nationals consider?

2026 CPA Symposium- Dallas, Texas
2026-08-03 08:00 - 2026-08-05 17:00
This is a great chance for you and your CPA partners to strengthen collaboration, earn CPE credits, and dive into strategies that support your clients’ financial goals.
A 1.5 day program offering CPAs 11 CPE credits
Tuition $850 per attendee
Agenda topics include:

Economic Update
Strategies and Best Practices with Allan Koltin
Qualified and Non-Qualified Plans Overview and Case Studies
Incorporating Financial Services into Your Practice Panel
Basics of Estate Planning Strategies

IN PERSON- 403(b)/457 Certified Training: Philadelphia
2026-08-11 08:00 - 17:00
Location: Philadelphia Pennsylvania, Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations
Registration link coming soon.

Tactical Tuesday | Estate Planning Basics
2026-08-25 13:00 - 14:00
Take part in National Back to School Month and discover essential estate planning documents that can help safeguard clients during their lifetimes and support their families after they are gone. In this session we will answer the following questions:

What are the pillars of estate planning that everyone should have?
How do property ownership and beneficiary designations play a role in estate planning?
What are the types of trusts and how do they work?

1:00pm-2:00pm EDT

Tactical Tuesday | Your Legacy, Your Choice: Beneficiary Designation Life Lessons
2026-09-22 13:00 - 14:00
Participate in National Financial Awareness Month and increase your awareness of common life insurance beneficiary mistakes and gain valuable life lessons. In this session we will answer the following questions:

How do assets pass at death?
What are the life insurance policy roles?
What are some beneficiary designation pitfalls to avoid?

1:00pm-2:00pm EDT

Tactical Tuesday | Overview of Non-Qualified Annuity Taxation
2026-10-27 13:00 - 14:00
Commemorate Financial Freedom Month by diving into the tax rules of non-qualified annuities and some common planning issues regarding non-qualified annuities to watch for when educating clients.In this session we will answer the following questions:

What are the two phases of a non-qualified deferred annuity?
How is annuity withdrawal taxed in the first phase of a non-qualified deferred annuity?
What are some exceptions to the 10% early withdrawal penalty?

1:00pm-2:00pm EDT
