NL Insider

Paycheck/1040 Analysis
2019-09-24 13:00 - 14:00 (America/New_York)
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This class will explain how to use the Paycheck calculator, including the Projection and 1040 Tax Analysis modules. We will also show how to match a client’s paycheck, illustrate effects of various qualified plan contributions on take-home pay. This class also will cover how to use the Projections module to illustrate growth of contributions to retirement and distributions during retirement; and how to use the 1040 Tax Analysis module to find additional investment dollars for retirement. There will be time for questions and answers.

Win New Retirement Plans with Balanced Opportunities
2019-09-23 14:30 - 15:30
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A comprehensive retirement program for 403(b)/457(b) employees with simple and convenient management tools for you and plan sponsors.

Introducing NLG's Newly Redesigned FlexLife IUL
2019-09-23 10:30 - 11:30, 2019-09-17 14:30 - 15:30
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The new FlexLife product launches in Q4 and with it, new features that will make it an industry – leading IUL product. Learn how the new FlexLife helps to solve for the client who wants a flexible policy with options for high cash value performance. With greater growth potential, plus continued guarantees of downside protection, living benefits and death benefit security, this webinar will give you the tools you need to help your clients find peace of mind. This webinar is for all agents.

QUIICK-HIT Sales Idea for Uncovering Sales with an Insurance Policy Review
2019-09-20 10:30 - 11:30
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Do you have clients that purchased life insurance years ago? Do you know prospects that have life insurance but don’t know if it is still adequate? This WebEx will discuss how you can identify clients or potential clients that are ideal candidates for a policy review. This WebEx is for any Agent who would like some ideas on effectively identifying needs for life insurance when doing a policy review.

Illustration Designs using IULs (Mandarin)
2019-09-19 16:30 - 17:30, 2019-09-12 16:30 - 17:30
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TRAK Software Training
2019-09-19 14:30 - 15:30, 2019-09-05 14:30 - 15:30
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Do you have clients in the 403(b)/457 markets? This WebEx will help you better understand how to navigate TRAK and build out a paycheck analysis and retirement income gap so your clients have a retirement plan for the future. This session is for Agents who currently have an active TRAK software.

TRAK Online for Federal Employees
2019-09-19 13:00 - 14:00
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This class will cover how to illustrate your clients federal benefits in the FERS, CSRS, or CSRS with offset plans in TRAK. In addition to the above we will also cover entering a client’s Thrift Savings Plan, FEGLI, and the Federal LTC Insurance. There will be a time for questions and answers.

FIT SPDAs
2019-09-18 16:30 - 17:30
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Do you have clients who are looking to move a lump sum of money into a deferred annuity? This WebEx will introduce you to National Life Group’s single premium annuities along with helping you identify which products are available for clients in your particular state. This session is ideal for Agents who are looking to learn how to use Single Premium Deferred Annuities in their practice.
***Don’t forget to complete your state’s specific annuity training***

Illustration Designs using IULs (Korean)
2019-09-18 14:30 - 15:30

Illustration PDF Walkthrough - Life (Spanish)
2019-09-17 10:30 - 11:30
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Do you want to better understand all of the components of our illustrations proposal? This WebEx session will walk you page by page through an illustration and clarify any technical questions you have about our client illustration. This session is for all Agents.

QUICK-HIT Sales Idea-Generating More Retirement Income
2019-09-16 10:30 - 11:30
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Are you looking for additional sales strategies to help you grow your business? When a client retires, one of the biggest concerns he/she has is running out of money. In only 15 minutes, you will learn how a life insurance policy could be a possible solution for your client’s protection needs and retirement income concerns. This presentation will cover how life insurance fits as a possible solution, who a typical prospect may be, and what to say to get the conversation started. This WebEx is for any Agent who wants to grow their practice.

LIBR & Loans: What is the Difference?
2019-09-13 10:30 - 11:30
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Are your clients worried about their Retirement? Have they expressed a concern about not having saved enough money? This WebEx will provide a look at our life insurance policies with the Lifetime Income Benefit Rider. You will learn about how the clients meet qualifications to exercise the rider for turning their policy’s cash value into a guaranteed stream of income. This session is for Agents who want to better understand how to take distributions out of a policy.

Advanced Life Illustration Training
2019-09-12 14:30 - 15:30
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Do you want to learn more about how to illustrate advanced client cases? This WebEx presentation will teach you how to run more complex illustrations along with helping you to better understand some of the nuances with our illustration software. This session is ideal for Agents who are already very familiar with our illustration system.

Basic Life Illustration Training
2019-09-11 16:30 - 17:30
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Are you new to National Life Group? Are you looking to start using our illustration software to run illustrations for your prospective clients? This WebEx 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.

Annuity Illustration Training (Spanish)
2019-09-10 16:30 - 17:30
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Are you new to National Life Group? Are you looking to start using our illustration software to run illustrations for your prospective clients? This WebEx will help you understand our software platforms, how to navigate each one, and how to run each life product illustration.

Annuity Illustration Training
2019-09-10 14:30 - 15:30

Quick Gap Calculator
2019-09-10 13:00 - 14:00
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The Quick Gap Calculator will quickly illustrate a client’s retirement income shortfall (gap) and the amount of additional savings needed. Quick Gap training will include the data input, working with both defined contribution (e.g. 401k) and defined benefit (e.g. STRS/PERS) plans, accessing other accounts and understanding the calculation pages. There will be time for questions and answers.

Present! Toolkit - Guide to Onsite Meetings
2019-09-10 10:30 - 11:30

Quick Gap Calculator
2019-09-09 14:00 - 15:00
Register in advance for this webinar:
The Quick Gap Calculator will quickly illustrate a client’s retirement income shortfall (gap) and the amount of additional savings needed. Quick Gap training will include the data input, working with both defined contribution (e.g. 401k) and defined benefit (e.g. STRS/PERS) plans, accessing other accounts and understanding the calculation pages. There will be time for questions and answers.
After registering, you will receive a confirmation email containing information about joining the webinar.

FIT Retirement Series
2019-09-09 10:30 - 11:30
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The next generation of retirement solutions…the new consumer focused FIT Retirement Series of flexible premium annuities. Learn more about how these new retirement solutions are tailored to meet client’s needs for both short and long-term accumulation and distribution time frames. This webinar is suitable for any agent who wants to grow their business in the annuity market. ***Don’t forget to complete your state’s specific annuity training***

QUICK-HIT Increase Your 403(b) Sales
2019-09-06 10:30 - 11:30
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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 webinar is for any agent who is doing business in the 403(b) market or would like to.

Living Benefits: ABRs (Mandarin)
2019-09-05 16:30 - 17:30
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We have a long history of offering life insurance products that provide living benefits. This WebEx presentation will review our current Accelerated Benefits Riders (Terminal Illness, Chronic Illness, Critical Illness, and Critical Injury), discuss how they work, state specific rules, and provide you with ideas on how to properly position these benefits to your clients. This presentation is for all Agents.

TRAK for Federal Employees
2019-09-05 13:00 - 14:00
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TRAK’s Gap Analysis tool is an excellent tool for engaging federal employees! TRAK can illustrate CSRS, CSRS-Offset and FERS, along with TSP, FEGLI and Federal LTC insurance. This session will focus on how to use TRAK with federal employees, and provide them with a retirement benefit analysis.

Accelerated Benefit Riders (ABRs) Demystified
2019-09-04 16:30 - 17:30

Living Benefits: ABRs (Spanish)
2019-09-03 16:30 - 17:30

Inforce Illustration Training
2019-09-03 14:30 - 15:30
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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 webinar is suitable for any agent with in-force business. We will review how to change planned premiums, death benefit, strategy allocation changes, interest rate changes, and solve for income.

E-App for Annuities
2019-08-30 10:30 - 11:30
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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 WebEx 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.
