NL Insider

Field Underwriting 101: Useful Tips for Every Agent
2020-11-17 15:00 - 16:00 (America/New_York)
Join the conversation with your National Life Underwriting team. Understand what your underwriters are looking for as they review your case. Become a better field underwriter with valuable underwriting tips and have your business processed smoother and quicker, and have your policies issued faster. Be a professional and make sure there are no delays. This session is for any Agents who sell life insurance.

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Engage! Business Training
2020-11-17 13:00 - 14:00, 2020-11-10 13:00 - 14:00
This step-by-step guide will help you prepare for and facilitate virtual business with current and prospective clients, both individually and within schools.

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Deep Dive into the Credit Suisse Balanced Trend Index
2020-11-17 11:00 - 12:00
Art and Science of Indexing Webinar Series
Indexes for universal life and annuities provides a unique way of crediting interest to policyholders with upside potential and downside protection. Yet simple on the surface, there is a complexity underneath that many agents have difficulty navigating. This special mini series will walk you through how indexing works, a tour through all of NLG’s indexes, how boosters and enhancers work, and a deep dive into the Credit Suisse Balanced Trend index. Throughout these sessions you will not only learn the science behind indexing but also the art of how to position them with clients.
Markets are finnicky and unpredictable yet volatility control indexes, such as the Credit Suisse Balanced Trend index, are designed to smooth the ups and downs. In this final session of the four-part series, you will learn:

What the Credit Suisse Balanced Trend index’s investment methodology is and how its ‘adaptive’ allocation strategy works.
The benefits of diversification across asset classes over time.
The answers to these questions: How do they make decisions day to day on trading? What asset classes can they purchase options on? Why can they offer a 130% participation rate and no cap? Why do they watch the VIX Index so closely – what is it and why is it important?
The Credit Suisse Balanced Trend index’s historical results.
How to position this index with your clients among all the other choices.

Facilitator: Matt Bell
Panelists: Lyndon Clark, Derek Slater, Stephanie Burmester, Steve Wallach and Alex Gropper from Credit Suisse

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Basic Life Illustration Training
2020-11-17 10:30 - 11:30
Are you new to National Life Group? Are you looking to start using our illustration software to run illustrations for your prospective clients? This Webinar will help you understand our software platforms, how to navigate each one, and how to run each life product illustration. This session is ideal for Agents who are looking to learn how to use National Life’s illustration software.

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Introduction to TRAK - National Life Group
2020-11-16 13:00 - 14:00
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FIT Retirement Series: Flexible Premium Solutions
2020-11-16 10:30 - 11:30
The next generation of retirement solutions…the consumer-focused FIT Retirement Series of flexible premium annuities. Learn more about how these retirement solutions are tailored to meet client’s needs for both short and long-term accumulation and distribution time frames. This session is for Agents who want to incorporate Flexible Premium Deferred Annuities into their practice ***Don’t forget to complete your state’s specific annuity training***

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QUICK-HIT Increase Your 403(b) Sales
2020-11-13 10:30 - 11:30
Are you looking to expand or start doing business in the 403(b) market? This webinar will offer several suggestions for how to develop a market in the 403(b) space. This session is for any agent who is doing business in the 403(b) market or would like to.

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2020 IUL Product Updates (Mandarin)
2020-11-12 16:30 - 17:30, 2020-11-03 16:30 - 17:30

2020 IUL Product Updates (Spanish)
2020-11-12 15:00 - 16:00
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Deep Dive into Boosters & Enhancers
2020-11-12 13:00 - 14:00, 2020-11-10 11:00 - 12:00
Art and Science of Indexing Webinar Series
Indexes for universal life and annuities provides a unique way of crediting interest to policyholders with upside potential and downside protection. Yet simple on the surface, there is a complexity underneath that many agents have difficulty navigating. This special mini series will walk you through how indexing works, a tour through all of NLG’s indexes, how boosters and enhancers work, and a deep dive into the Credit Suisse Balanced Trend index. Throughout these sessions you will not only learn the science behind indexing but also the art of how to position them with clients.
A recent addition in the industry to indexes are boosters and enhancers. This session will cover them in detail for both NLG’s life and annuity portfolio. You will learn:

The answer to these questions: What is a booster and enhancer? What do they cost? Why did the industry add these to designs?
Better understand our cost structures vs. the competitors’ pricing schemes.
When to use them – or not – for clients.
How to present boosters and enhancers to clients.

Facilitator: Matt Bell
Panelists: Lyndon Clark, Edgar Roberts, CLU, ChFC, Dan Adams and Steve Wallach

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403(b) Playbook Webinar
2020-11-12 13:00 - 14:00
Your road map to find and engage 403(b) plan prospects, build successful relationships as well as direct links to helpful tools to serve clients and partner with National Life Group.

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Inforce Illustration Training
2020-11-12 10:30 - 11:30
Have you ever found yourself in this situation? You are meeting with your client for a check-up and wish you had an in-force illustration showing them how their current policy is performing? This webinar will show you how to run an in-force illustration, so you can be prepared when meeting with your clients. This session is for any agent with in-force business.

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E-App for Life Insurance: Become a Pro with iGo E-App (Spanish)
2020-11-11 15:00 - 16:00
Do you want to speed up the application process and get paid faster? Do you want to cut down on NIGO (Not In Good Order) business? This Webinar will show you how to utilize our E-App system to submit your business electronically. This session is for any Agent who wants to learn how to submit their business electronically.

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Whole Life Illustration Training
2020-11-11 10:30 - 11:30
Are you looking to incorporate Whole Life in your practice, but maybe not sure on how to run illustrations? This webinar will cover some of the more common ways a whole policy can be designed. This session is for Agents who are interested in learning how to illustrate Whole Life.

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TotalSecure Whole Life: A Guaranteed Solution with Flexibility
2020-11-10 15:00 - 16:00
Did you know Whole Life can offer flexible premiums while still offering strong Guarantees? This Webinar will review our Whole Life product and show you how National Life Group’s TotalSecure is unique in the industry. You will learn how you can build a flexible premium Whole Life policy for your clients. This session is for Agents who want to incorporate Whole Life into their practice.

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Illustration Designs using IULs (Korean)
2020-11-10 11:00 - 12:00

2020 IUL Product Updates
2020-11-09 10:30 - 11:30, 2020-11-05 15:00 - 16:00

E-App for Annuities: Become a Pro with iGo E-App
2020-11-06 10:30 - 11:30

The New Kind of Term- An Affordable Solution (Mandarin)
2020-11-05 16:30 - 17:30
Are you looking for a competitive term product with great conversion privileges that offers a convenient buying process for your client? At this webinar you learn how National Life’s new term product can deliver on the three C’s – competitive, conversion, and convenience. This session is for any agent who sells life insurance.

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Certified 403b/457b Training
2020-11-05 13:00 - 17:00
Who Should Attend?

Agents Licensed and Appointed with National Life Group
Agents with less than two years experienceselling in the 403(b)/457(b) Plan Marketplace
Agents in good standing with National Life Group
Agents interested in learning more about getting into the 403(b)/457(b) Marketplace

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Overview of National Life's Indexes
2020-11-05 13:00 - 14:00, 2020-11-03 11:00 - 12:00
Art and Science of Indexing Webinar Series
Indexes for universal life and annuities provides a unique way of crediting interest to policyholders with upside potential and downside protection. Yet simple on the surface, there is a complexity underneath that many agents have difficulty navigating. This special mini series will walk you through how indexing works, a tour through all of NLG’s indexes, how boosters and enhancers work, and a deep dive into the Credit Suisse Balanced Trend index. Throughout these sessions you will not only learn the science behind indexing but also the art of how to position them with clients.
In this second session, you will get an overview of all the index choices within National Life’s life insurance and annuity portfolio. You will learn:

All the NLG indexes and an overview on each of their strategies.
The why and how-to of choosing specific indexes for clients based on their overall goals.
How to use certain policy features, such as the systematic allocation rider.
How to educate your clients, in simple terms, on indexing.
How NLG is positioned within the competitive landscape of IUL and indexed annuities.
NLG’s indexes historical performance.

Facilitator: Matt Bell
Panelists: Lyndon Clark, Chris Newbern, Conor Boyd and Steve Wallach

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Basic Life Illustration Training (Spanish)
2020-11-04 15:00 - 16:00

403(b) Playbook
2020-11-04 13:00 - 14:00

Life Insurance with Living Benefits & Lifetime Income Benefit Rider
2020-11-04 10:30 - 11:30
Do your clients have the new kind of life insurance? This webinar will cover how to address 3 main concerns many clients have- Live Too Long, Die Too Soon, and Become Ill. This session is for Agents who want to incorporate Indexed Universal Life into their practice.

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Inforce Illustration Training
2020-11-03 15:00 - 16:00
Have you ever found yourself in this situation? You are meeting with your client for a check-up and wish you had an in-force illustration showing them how their current policy is performing? This webinar will show you how to run an in-force illustration, so you can be prepared when meeting with your clients. This session is for any agent with in-force business.

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