We have a team of professionals that will work to ensure your success in return for your commitment to the career. Whether you are just someone curious about if you would be a fit for a new career, or a CFP, we are open to the conversation.
“No one is useless in this world who lightens the burdens of another.”
― Charles Dickens
Inexperienced – We have the tools and support to get you off the ground and client ready. There is a training program and office and technical support to provide you the tools you need. School districts and employers want trusted agents who will increase the number of educators and employees taking part in a 403(b) or 457(b) plan. They are now empowered in most states to remove vendors and agents who are not increasing participation or who may be violating their rules. National Life Group's Certified Program helps producers overcome these obstacles and thrive in today's new marketplace.
Experienced – We believe in supporting our agents with access to internal developmental opportunities, advanced sales support, and targeted market access and development. School districts and employers want trusted agents who will increase the number of educators and employees taking part in a 403(b) or 457(b) plan. They are now empowered in most states to remove vendors and agents who are not increasing participation or who may be violating their rules. National Life Group's Certified Program helps producers overcome these obstacles and thrive in today's new marketplace.
Bi-Lingual – We specialize in working with many languages, and can provide you the assistance you need to provide support to our communities.
Policies and contracts are only available in English.
Women - Financial Industries are no longer just a man’s world. Our women agents are finding success in providing services to the men and women in their communities.
CPAs – An opportunity for CPAs to expand their practices by partnering with a member of the financial services industry.
While financial advisors and CPAs are different, we believe that the services provided by these two professions complement one another. By partnering with Integrated Planning group Financial advisor, you can not only broaden the scope of the services you offer, but you can provide your clients with the advanced planning strategies and solutions that you yourself are recommending - solutions that can help them achieve their personal financial objectives. A majority of states now allow CPAs to accept commissions and/or contingency fees* on the sale of financial products – an opportunity that many of your peers are finding especially helpful given the slow but steady erosion of your traditional sources of income. By taking a larger role in helping clients implement their nancial plans, these CPAs are nding that they’re not only able to increase the level of services they offer, but possibly their profitability as well.
“I just wanted to share some thoughts regarding National Life Group’s CPA Symposium. I can’t begin to tell you how impressed I was with your firm’s commitment to servicing this niche [marketplace]. As you know, many financial services providers have tried to align their services with the accounting profession, only to find tremendous obstacles along the way – chief among them their inability to coordinate the financial advisor (at their firm) with the CPA’s needs and wants which – quite candidly – can be quite different than those of the financial advisor. I was so impressed to see both financial advisors and their CPA partners at the session working in tandem and, more importantly, talking through the difficult and sometimes delicate issues of building a long-term trusting relationship. There is no question in my mind that your approach and style will produce great results for National Life Group. The accounting profession is a group of people looking to work with someone they can trust. And right now, I can think of no better ally than National Life Group.” ― Allan D. Koltin, CPA, CGMA
If something prompts a question, please reach out. We would enjoy speaking with you.
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
