Month: July 2020

Updated Financial Risk Management Client Seminar

July 28, 2020

The Financial Risk Management client seminar addresses the question, “How do you manage 30 years of retirement?”. Focusing on three primary areas of risk, the seminar demonstrates how life insurance, managed money, and annuities can work together to help mitigate that risk.

Please note that this seminar is for ESI Registered Representative or IAR use only.

Format
In an age of social distancing, seminars are often delivered via a web service like Zoom or Webex. For important regulatory parameters, please see Video Conferencing for Online Seminars and Speaking Events.

Target Audience
This seminar works well for both clients and prospects. While it does focus on long-term retirement needs, the education it provides is appropriate for any age group.

For clients, it’s an opportunity to reconnect and remind them of all the solutions you provide. Invite clients as a value-add event and ask them to bring a friend, or request referrals at the event.

The seminar introduces you and the solutions you provide to new prospects, with the goal of scheduling a follow-up meeting with prospects after the seminar.

Communication Resources
How you invite people to your event depends on your audience. A compiled list of prospective attendees is always the most effective list. If you are using a CRM tool to track prospects, think about using the information in there to create a list. To help you with communications, the following resources are available:

  • E-mail invitation template
  • CoBrand OnDemand postcard invitation. (New to CoBrand? Click here.)
  • Social media posts in the Hearsay Social media campaigns are available through Hearsay Social to help you promote and follow up your seminar. Hearsay’s Content Library includes:
    • Posts to generate awareness around the seminar topic. Filter using the Financial Risk tag.
    • Pre- and post- seminar posts for use on LinkedIn and Facebook
    • Facebook ad (must be using Facebook Ad Manager)

New to Social? Our Social Media Playbook can help you get started.

Meeting Prep Resources
To download the presentation with script, click here. Note that this seminar has been pre-reviewed by National Life’s Ad Review, which significantly reduces the review time. However, you do still need to submit it for review of any customization, such as your name and disclosure. Once customized, submit it to the Advertising Review Unit – email address ADReview@nationallife.com. At the time of submission please include the Advertising Submission form which needs to be filled out, the PowerPoint presentation/script, invitation, and handouts.

Additional Resources

A client bifold is available to distribute as a follow-up to the seminar as you reach out to attendees.

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ESI Elite Symposium Rescheduled

July 28, 2020

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class speakers and meet with ESI’s Strategic & Technology Partners.

In 2020, the Symposium was scheduled to meet in New Orleans, but the COVID crisis made meeting in 2020 impossible. We’re pleased to announce that the conference has now been rescheduled for the same venue from March 7-11, 2021.

If you have never attended the Symposium, it’s always a memorable event.  Our last conference in 2019 brought qualifiers to the mountains of Ashville, NC and the historic beauty of the Inn on Biltmore Estate.  In 2021, we’ll meet in vibrant New Orleans at The Ritz-Carlton. Located within a historic beaux arts building in New Orleans’ French Quarter, this four-star hotel offers access to the city’s historic architecture and iconic sights.

Qualifications*
For those of you who qualified for the ESI Elite Symposium in 2020, congratulations!  You have automatically qualified for the 2021 event.

If you did not qualify for 2020, you still have time!

To qualify for the 2021 conference:
Rep Qualifications:  $375,000** of GDC in 2020Agency Qualifications: $3,750,000** of GDC in 2020

Qualification Period: 1/1/20-12/31/20

*Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule.

**All Fixed Indexed Annuity Sales are excluded from this amount.

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Beneco Retirement Platform for Contractors – Now Available!

July 28, 2020

ESI is happy to announce that Beneco and their retirement platform for prevailing wage employees is now available.  This is an opportunity to work with contractors and small business owners with prevailing wage employees. These could include government contractors, some union employees and mechanics.

Why Beneco?  Beneco is a turnkey retirement platform that is focused on meeting the needs of contractors and their prevailing wage employees.  Founded in 1987, Beneco has served clients in all 50 states, and have helped more than 70,000workers with their retirements.

If you would like to explore this marketing opportunity, please call Beneco at 800-965-2702.

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ESI Elite Symposium Rescheduled

July 21, 2020

ESI’s Elite Symposium is our annual educational conference that provides the opportunity to network and share ideas with your peers, hear from world class speakers and meet with ESI’s Strategic & Technology Partners.

In 2020, the Symposium was scheduled to meet in New Orleans, but the COVID crisis made meeting in 2020 impossible. We’re pleased to announce that the conference has now been rescheduled for the same venue from March 7-11, 2021.

If you have never attended the Symposium, it’s always a memorable event.  Our last conference in 2019 brought qualifiers to the mountains of Ashville, NC and the historic beauty of the Inn on Biltmore Estate.  In 2021, we’ll meet in vibrant New Orleans at The Ritz-Carlton. Located within a historic beaux arts building in New Orleans’ French Quarter, this four-star hotel offers access to the city’s historic architecture and iconic sights.

Qualifications*
For those of you who qualified for the ESI Elite Symposium in 2020, congratulations!  You have automatically qualified for the 2021 event.

If you did not qualify for 2020, you still have time!

To qualify for the 2021 conference:
Rep Qualifications:  $375,000** of GDC in 2020
Agency Qualifications: $3,750,000** of GDC in 2020

Qualification Period: 1/1/20-12/31/20

*Credits may be adjusted if needed to comply with the Massachusetts Fiduciary Rule.
**All Fixed Indexed Annuity Sales are excluded from this amount.

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New National Life FIT Indexed Annuity Kits Now in Starting Point

July 21, 2020

Effective July 17th, paperwork kits for the four new NL FIT Indexed Annuity products were live in Starting Point.

These new products include:

  • FIT Horizon Growth
  • FIT Horizon Income
  • FIT Focus Growth
  • FIT Focus Income

These new kits are eligible for eSign via Docupace/Docusign like other National Life Indexed Annuity Products.

ESI will be offering training for creating and sending these products for eSignature. To register for this training, please see below:

Docupace – Processing National Life Indexed Annuities
Tuesday, July 28, 2020 at 4:00 pm EST
Click here to register.

If you have questions, please call 800-344-7437.

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Manage Your Business with Investigo

July 21, 2020

What can Investigo do?
Investigo is ESI’s only approved consolidated statement provider. In addition to consolidated statements Investigo also includes held away data aggregation, performance reporting, and online document management. Each of those functions includes multiple configuration options and opportunities, so consider the information below a general overview.

Data Aggregation: At the heart of Investigo is data aggregation, which automatically feeds all your clients’ information into one place, providing a unified view of all accounts for your clients, Investigo’s data aggregation will give you organized information quickly, saving you time and increasing efficiency. For instance, when a client calls with a question about how much they have invested last quarter, you won’t have to search for the answer – a quick look at the household click of a button will pull up the information across all of the client’s accounts.

Flexible Reporting: With your entire book of business in Investigo you can generate a wide range of reports. You can utilize reporting features to manage your practice – for example, you can keep an eye on new deposits, see which clients have too much cash sitting on the sideline, or use reporting to identify new opportunities.

Client Document Management: Investigo includes an integration of a broad range of web-based functions including the ability to manage documents online. For example, you can upload important documents, automatically schedule reports,  or generate a mailing list using the data and reporting features. You can even provide your clients with secure access to their aggregated accounts by including a login point on your website- better client service and increased website traffic!

How do I get started? It depends on if you are a new or returning user… 

If you’ve never tried Investigo before, start with a free 120 day trail period! Follow these 2 steps: 

  1. Login to the National Life Agent portal and click on the Investigo link under ESI on the left hand side of the page.
    • Enter a password. (Note you will not need this password ever again you will able to use SSO going forward)
    • Agree to the trial terms and conditions.


What happens to my data at the end of the free trial period?
If you don’t purchase Investigo at the end of the free trial period, and then choose to purchase the software at a later date, your data will be stored and available; you do not have to re-enter your data.

If you are a returning user (you’ve subscribed to Investigo in the past or already used your free trial period):

  1. Login to the National Life Agent portal and click on the Investigo link under ESI on the left hand side of the page.
    1. Enter a password. (Note you will not need this password ever again; you will able to use SSO going forward)
    2. Agree to the terms and conditions.

Investigo can be a powerful tool for your business, and with a free trial period available why not see what Investigo can do for your practice?

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Are You Benefiting from ESI’s Practice Management and Training Resources?

July 21, 2020

Stay Connected and Informed with ESI Resources

ESI Rep Insights: A Conversation Together
This live series features ESI producers discussing best practices, challenges, and ideas for growth. If you can’t make the live session, recordings of the sessions are available on the ESI Education Corner. Check out our most recent spotlight: Rep Panel: Keeping the Momentum Going.

Operational and Product Training
Get back to the basics with our featured operational trainings, available on the ESI Education Corner (in addition to the Doing Business with ESI section of the website). You’ll find great Docupace training resources to help you get up to speed and paperless!

Marketing & Prospecting Campaigns
To help you adjust to a digital world, we’ve significantly expanded prospect and client email resources and the number of investment-focused social media posts available in the Hearsay content library.

Special Topic Podcasts
Our special topic podcasts are designed to introduce new markets, products and ideas. Located on the ESI Education Corner, we’re currently spotlighting Special Needs Planning (featuring Ellen Lehmert, AVP of National Life’s Advanced Sales) and an introduction to Blackrock Target Allocation ESG Managed Portfolio Strategies.

Have an idea for a topic?
Email ESIBusinessDevelopment@NationalLife.com and let us know.

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Quarterly Diversification Scorecard from Envestnet PMC

July 21, 2020

From Envestnet PMC

After record volatility and the quickest-ever decline into bear market territory during the first quarter, global equity markets roared back in the second quarter, with a record-setting recovery rally fueled by a massive stimulus package, supportive monetary policy, flattening of the infections curve, and an optimistic outlook for the economy’s reopening. Click here to check out the breakdown of how diversification fared throughout Q2. 

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