Setting Agents Up for Success | Avoiding Common Pre-Sales Pitfalls
2026-07-30 14:00 - 14:30 (America/New_York)
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.

403(b)/457 Certified Training - Virtual
2026-07-30 14:00 - 17:00, 2026-08-27 14:00 - 17:00, 2026-09-17 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.
1:00pm-4:00pm CST

BasicSecure FUL: An Affordable Permanent Solution
2026-07-30 15:00 - 16:00
Do you have clients who want permanent coverage, but are on a budget? This Webinar will review our Universal Life product and show you how National Life Group’s BasicSecure is a solid solution. You will learn how you can build an affordable Universal Life policy for your clients. This session is for Agents who want to incorporate Fixed Universal Life into their practice.

Spanish - FlexLife 2025 & Living Benefits
2026-07-30 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.

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

403(b)/457 Plan Opportunities | Where to Work
2026-08-06 14:00 - 15:00, 2026-08-20 14:00 - 15:00, 2026-09-03 14:00 - 15:00, 2026-09-24 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.
1:00pm-2:00pm CST

IN PERSON- 403(b)/457 Certified Training: Philadelphia
2026-08-11 08:00 - 16:30
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
8:00am-4:30pm EST
Spots are limited.

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

Tactical Tuesday | Special Planning for Special Families
2026-11-17 13:00 - 14:00
Honor National Family Caregivers Month and learn about striking the balance between supporting all family members and providing quality of life to the family member with special needs. In this session we will answer the following questions:

How could receiving an inheritance impact a loved one with special needs?
What strategies are available to provide a lifetime of care?
How may families strike a balance to provide for all members?

1:00pm-2:00pm EDT
