National Life’s NEW First Responders Award Program

March 14, 2023

The new Do Good Heroes awards program for National Life agents honors Police and Fire-Rescue departments and members for community service activities beyond their public safety duty.

This program is agent-driven, designed to create opportunities to repeatedly engage with first responders in your market as you work to recognize them as Do Good Heroes.

Are there Police or Fire-Rescue departments or personnel near you who go above and beyond to support their community?

Nominate them and they could win $500, $1,000 or even $5,000 to give to the nonprofit of their choice, along with public recognition for them and for you. The National Life Group Foundation is awarding up to $3,000 every month of the program, with two $5,000 grand prizes awarded in October.

Click Here to learn more and nominate.

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New Technology Resources

February 21, 2023

ESI’s newest technology partner, Riskalyze, has created a new resource just for ESI Reps that includes case studies, white papers, training, support contacts and an overview of all of the technology integrations Riskalyze supports. Click here to visit the resource page. To learn more about all of ESI’s technology offering, log in to the agent portal and go to Tools – ESI Business Tools – ESI Technology Platform.

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“Introduction to Riskalyze” Recording Now Available

February 7, 2023

Riskalyze helps you illustrate your expertise through the lens of risk. Approved for all ESI Investment Advisor Reps, Riskalyze allows you to quantify your clients’ risk tolerance in a simple to understand score and show them if it matches how they are actually invested and how you could align them to that risk score.

Click here to view the recorded “Intro to Riskalyze” webinar.

For details regarding how Riskalyze can be used as well as branding and disclosure requirements, click here to view the Field Notice.

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10 Tips to Help Build Your Online Brand in 2023

January 31, 2023

You wear a lot of hats as an advisor. Are all of those hats represented in your brand? For instance, do your managed money clients know that you can also help them with their life insurance? If not, there’s a great reason to communicate with your current clients.
Can your network tell your story? Your network is your biggest advocate and best source of referrals, so it’s important that everyone in your network understands what you do. They don’t have to know the details, but they need to know that you offer a range of insurance, annuities, and managed money solutions, so having a consistent brand message across all platforms and media is really important.
Audit your social posts from 2022. Do they represent your brand and the markets you serve? If not, outline some topics that you’d like to integrate into your communications.
Do your social profile(s) use wording that connects with potential prospects? Many of the technical terms we use aren’t familiar to people outside the industry, so think about using words that explain how you can help instead of listing what you do.
Speaking of connection, integrate posts that share your personality and help people connect with you on a personal level.
Make sure your LinkedIn title reflects both what you do at a high level as well as any areas of specialization. It’s important that people know you are a Financial Advisor, but if you specialize in helping business owners, consider adding to your title. For example: Financial Advisor ꟾ Expertise in Business Owner Solutions
Ask a question – starting some of your social posts with questions can help generate engagement.
Add a call to action to your communication. When appropriate, include a next step. For example, “Contact me to discuss your financial future.”
Pre-plan your social posts – Taking a few minutes each month to plan out your social media posts will help you determine what you want to focus on for that month – not to mention it can help you with your overall marketing when you use social media to compliment your marketing efforts.
Follow up on your posts – Make sure that you react in a timely manner to any engagement you receive on a post – sharing, comments, likes. Engagement with a post is just like any other lead; it can quickly go cold.

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New Social Posts Available

January 24, 2023

If you are scheduling annual reviews or offering beneficiary reviews, there are new social posts in the Hearsay Social Library to complement your campaigns. To view these new posts, click on the Filter button and then choose Annual Review or Beneficiary from the available Tags.

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Straight from the Field – Ideas to Generate More Referrals

January 10, 2023

A warm referral is the best introduction to a potential new client. Below are referral generating ideas submitted by your peers!

Join a Networking group, such as BNI or a local business owner group
Estate Planning Clients – When you have a client that has developed a trust, it requires signatures with a notary, and it also requires in some cases a witness. Ask your clients to have a friend or a neighbor come and sign documents as a witness and “celebrate their estate plan development”. In most cases this will generate additional discussions and other estate prospects.
Client Appreciation Night – Treat your “A” clients to an open house evening that includes a speaker (no more than 20 minutes) on a timely topic and ask them to bring a friend who they think might benefit from your services.
CPA Referrals –Develop a referral relationship with a couple of CPAs. The referrals won’t happen overnight, but if you maintain a business partnership, it will be a great long-term investment of your time. And you can use the National Life CPA Advantage Program to help you get started.
CPA Symposium – Invite a CPA to the National Life CPA Symposium to introduce them to what you can do for their clients.
Attorney Referrals – Sharing referrals with an attorney is a great way to gain new introductions. Estate attorneys in particular are a good fit for our business.
In a volatile market, communicate more often existing clients – I end the conversation by making the following suggestion: “If you have friends and relatives that are anxious about their portfolios, are not getting the communication they need, and are looking for someone to speak with, please give them my number and let them know that I’d be happy to answer their questions as best I can with no strings attached. These are tough times for investors, and if I can help them get through this, I’m happy to.” The response has been positive, and I am getting calls from clients’ friends – and a handful have hired me!

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Updates to White Glove

January 10, 2023

White Glove provides comprehensive seminar services to agents and Registered Representatives (RRs) and Investment Adviser Representatives (IARs) of Equity Services, Inc. (ESI).

How it Works
White Glove’s seminar services include the following:

Pre-Event services including market research to identify the target market in your area and logistical support including promotion, confirmation calls, emails, and texts to registrants.
In-Event services offer live venue logistics and concierge support for webinars.
Post-Event services offer appointment setting follow up.

Benefits to You

All promotion and registration is handled by White Glove.
Appointment setting.
Post-event support.
You only pay for attendees that actually attend your seminar or webinar.
White Glove is approved to email your workshop confirmation and follow up reminder notifications to registrants. If White Glove identifies any technical issues, you may still have to send out the emails yourself; however, White Glove remains in constant communication with you. This process includes granting White Glove access to your Office365 authentication to send emails on your behalf. Please note, granting authorization only allows White Glove to send emails related to your event. They do not have access to your emails to make changes or have access to any other Office applications.

The process to allow White Glove to do all the work for you is simple, and you will only have to go through it once (not per event).

Benefits to Your Prospect

Prospects participate in seminars/webinars based on their needs.
White Glove makes registering easy and provides a communication contact.

Important Requirements

White Glove offers services beyond just seminars. At this time, only the seminar services are approved.
If you choose a seminar topic that doesn’t reference securities or financial planning, this service can also be used by agents who aren’t registered with ESI. The same process would apply.

Getting Started

Contact White Glove at https://whiteglove.com/ and they will work directly with you. Below are the materials that should be submitted to the Advertising Guidance Team (AGT) at AdReview@Nationallife.com along with the Compliance Review Request form. Each Agent/RR/IAR should work with White Glove to customize these materials with the name and date of the seminar, along with necessary disclosures, which the AGT will let you know during the review process. All other materials used by White Glove are administrative communications and have already been reviewed by the AGT, and do not need to be resubmitted.

Material Submission Requirement for Agents (non-ESI) only required if National Life Group, it’s companies or products are mentioned in the advertising, communications or presentation

Seminar PowerPoint and notes/script.
White Glove’s seminar invitation/sign-up landing page reflecting the name of the seminar and dates, plus necessary disclosures, if mentioning National Life.
White Glove’s static Facebook ad that will be used to promote the seminar. (These are not templates. Content varies from seminar to seminar, e.g., pictures/content).
White Glove’s EventBrite and Facebook event page (These are not templates. Content varies from seminar to seminar).
Recording of seminars is allowed of the financial representative only (CANNOT RECORD AUDIENCE DUE TO STATES’ RECORDING LAWS). Submit the recording in mp3/mp4 format for review/approval to the AGT prior to use for review. Recording may only be used for posts to Compliance-approved websites and/or social media sites. White Glove’s rebroadcasting feature may not be used.

Material Submission Requirement for Registered Representatives and/or Investment Adviser Representatives
(ESI’s video-conferencing requirements should be followed)

Same as Agent requirements above (note exception below) PLUS:

White Glove’s seminar invitation should include the RR’s/IAR’s disclosures. (Same disclosures that appear on business card, FINRA/SIPC hyperlinks, AND licensing disclosure for virtual seminars).
For virtual seminars, a copy of the settings page reflecting the chat feature has been disabled.

This is current as of January 2023. White Glove’s offerings are subject to change.

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Best Practices for the New Year

December 12, 2022

If you’re looking for some inspiration and best practices to help you launch a successful 2023, our Rep Insights Conversations are a great place to start. Located on the NL Agent Portal under the Training tab (see below for screenshots), recordings include:

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How Do You Generate Referrals?

November 28, 2022

Warm referrals from your network is the ideal prospecting source! Send us your most effective idea(s) for generating referrals. We’ll compile all of them and share them in ESI Insights. Send your ideas to ESIBusinessDevelopment@nationallife.com .

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New Social Media Campaigns! (Plus a Quick Tip on Tags)

November 28, 2022

New Social Campaigns Available on Hearsay
Pre-built social media campaigns in Hearsay can help you easily pre-schedule multiple posts on a specific topic. Four new campaigns include:

Beneficiary Campaign
This campaign is designed to generate awareness around the importance of keeping beneficiaries up to date. It can be used on its own or with the ESI Beneficiary Review campaign.
Tax Impact on Financial Strategy
Use this campaign to create awareness around the impact of taxes on a financial plan.
Inflation Campaign
Inflation is on most people’s minds these days. Use this campaign to share information and solutions that help protect against inflation and best practices for coping with inflation concerns.
Financial Risk Campaign
Like the Financial Risk Client Seminar, this campaign focuses on topics like risk, planning for retirement and using multiple financial solutions to mitigate risk. Use it as a general standalone campaign or to help drive results if you’re conducting the Financial Risk seminar or webinar.

To access and utilize Hearsay campaigns, simply log in to your Hearsay account, click on the Content dropdown and choose Campaigns.

Quick Tip for Faster Searching
Have some specific topics you’d like to post about? Click on the Filter button and then choose a topic from the available Tags.

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