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Agent & Advisor Resources.

<strong>New Business&#160;Resources</strong>

New Business Resources

EZ Underwriting

National Life Group offers EZ Underwriting for life insurance products. If your application meets the requirements for EZ underwriting based on client age and face amount, your policy can be approved in as little as 24-hours, allowing you to provide the coverage your client needs as quickly as possible. 

New Business Support 

Our support staff at the agency will keep you up to date on the progress of your new business, letting you know if additional requirements are needed ASAP. From submission to issue, our team is available to support you every step of the way. 

<strong>Marketing</strong>

Marketing

Personal Branding

As an agent or advisor with our agency, YOU dictate how you would like to brand your business. You are welcome to utilize the Innovative Strategies brand, or you can market yourself under your own DBA. 

Digital Marketing

Build and expand your digital marketing utilizing LinkedIn, Facebook Business Page, Twitter, and more. Our staff will walk you through the compliance process to ensure your accounts are properly approved and connect with Hearsay Social, a tool that allows you access to pre-made, pre-approved material to share on social media.

On-Demand Flyers and Brochures

Your Agent Dashboard gives you access to National Life Group's marketing library. Download or order pre-approved marketing materials to share with clients, or brand NLG's marketing materials with your contact information! 

<strong>Training &#38; Development</strong>

Training & Development

Coaching

Our Managing Directors work with our agents and advisors to help build their practice. 

On-Demand Training

National Life Group provides on-demand on products, sales practices, and business tools through the Learning Library available on the Agent Dashboard.

Additional Training Resources

National Life Group offers in-person and virtual training programs bi-annually for agents and advisors. These intensives typically cover sales practices, product training, practice management training, activity & time management training, NLG's history, and more. 

Additionally, our agency conducts a bi-annual training and celebration to help keep agents and advisors engaged and connected. 

<strong>Technology</strong>

Technology

Agent Dashboard

Run illustrations, submit e-apps, access our library of marketing materials, review your earning statements, view on-demand trainings and more on your Agent Dashboard.

Agent Mobile App

Access client information on the go and get notifications about your new business, all from the convenience of your mobile phone.

Straight-Through Processing e-App

Our e-App helps you complete your apps in good order, resulting in fewer follow-up visits with clients and quicker underwriting.

ESI Illuminations Advisory Platform1

Our Illuminations Advisory Platform enhances your productivity with mobile capabilities that provide you access anywhere, anytime.

ESI Technology Platform1

Process business electronically and utilize data aggregation and reporting through Investego®, integrated CRM tools, and trading services through Wealthscape®.


1Some technology is dependent on the licensing and registrations financial professionals hold.  

ESI is the abbreviation for Equity Services, Inc. a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05604.