Recently updated, 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.

Format
This seminar can be used in a live or digital format. 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.

TC129687(1122)1

Read More  

Hearsay Social allows you to compliantly use social media to build your brand. With features like pre-scheduling, Hearsay allows you to plan and automate your social posts ahead of time – helping you make the most efficient use of your time. But don’t let the process end with prescheduled posts. The most important part of posting on social media is the engagement.

Anytime someone likes, shares, or comments on a post, it’s an opportunity to reach out and make a connection, so make it a habit to regularly check for any responses to your posts to see what’s on people’s minds. For instance, if someone is responding to a post on protecting a portfolio against inflation, that’s an opportunity to see if they are looking for help managing their investments. If a post sharing tips for people who are changing jobs gets a like, that person may need help with a rollover. In short, watch your social engagements closely and look for potential needs and opportunities.

Important Reminders

• When reaching out to someone, use private messaging as opposed to responding to a comment with a comment.
• Use the Activity tab on your Hearsay Social dashboard to help you track responses.

TC126173(0322)1

Read More  

Looking for Marketing Resources on the new Agent Portal? Log in to the NL website and click on Sales & Marketing to get started.

ESI-Specific Materials
Under Investments you’ll find ESI campaigns and materials.

Marketing Yourself Materials

Looking for help getting your name out there? Click on Market Yourself and choose from:

• Client Videos: Video testimonials, including several Living Benefit stories, to use for client prospecting.
• Digital Marketing: Your digital branding area with information on online appointment schedulers, social media, and for affiliated agents, website building services.
• Emails: A library of HTML emails that you can use for recruiting as well as prospecting for clients.
• Freelance Resources: Looking for custom support for your marketing material? Through our strategic partnerships you now have access to a professional designer that has been vetted by the National Life design team.
• Marketing Vault: Save time and use marketing materials that have been created by, and approved for your peers by National Life Compliance.
• Newsletters: National Life has contracted with Emerald Connect to provide quality newsletter services for our full-time agents.
• Seminars: Proprietary, pre-reviewed seminar content for individuals, business owners and CPAs.
• Social Media: Everything you need to start and grow your social media presence on LinkedIn, Facebook, Twitter and YouTube.

TC125774(0322)1

Read More  

White Glove provides comprehensive seminar services to agents and Registered Representatives.

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 in order 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 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 AdReview@Nationallife.com along with the Compliance Review Request form – note that Agents/RRs are responsible for submitting required materials to Ad Review.  Each Agent/RR should work with White Glove to customize these materials with the name and date of the seminar.  All the other materials used by White Glove are administrative communications and have already been reviewed by the Ad Review Unit (ARU), Life and Annuity Compliance Solutions of the National Life Group and do not need to be submitted.

Material Submission Requirement for Agents

1. Seminar Power point (after White Glove has personalized it for you and your event).
2. White Glove’s seminar invitation/sign-up landing page reflecting the name of the seminar and dates (Only the name of the seminar and dates are added – no disclosure).
3. White Glove’s Static Face Book Ad that will be using to promote the seminar.  (These are not templates. Content varies from seminar to seminar e.g., pictures/texts).
4. White Glove’s EventBrite and Face Book Event page (These are not templates. Content varies from seminar to seminar).  
5. Recording of seminars is allowed of the financial representative only (CANNOT RECORD AUDIENCE AS WELL DUE TO the STATES’ RECORDING LAWS).  Submit the recording in mp3/mp4 format for review/approval to the ARU 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
(The ESI video conferencing requirements should be followed)

Same as Agent requirements above (note exception) PLUS:

1. White Glove’s seminar invitation should include the Registered Representative’s and/or           Investment Adviser Representative’s disclosure. (same disclosure that appears on bottom of business card AND licensing disclosure for virtual seminars).
2. For virtual seminars, a copy of the page reflecting the chat feature has been disabled.

This is current as of December 2021.    White Glove’s offerings are subject to change.

TC125861(0322)1

Read More  

“On days when the market has dropped recently, what has been your strategy?” This article from Morningstar dives into the difference between risk and volatility. Want to share it with your network? You’ll find it in Hearsay Social’s Content Library.*

*available to IARs only for posting

TC125774(0322)1

Read More  

What’s your process?
catalog #104714

This flyer focuses on the performance monitoring process and resources to help you develop your monitoring process.

Monitoring Performance
catalog #106143

Providing screenshots for reference, this flyer shows you the process of accessing and customizing performance reports in Illuminations.

Measures of Performance
catalog #106144

There are several means of calculating performance, each from a particular perspective, so it’s important to understand the method of calculation used and what it reflects. For example, the ESI Illuminations platform allows you to easily track your accounts’ performance. But, in doing so, it’s important to know the ESI Illuminations platform reports performance using time-weighted rate of return as a measure of performance. This flyer helps you better understand measures of performance.

TC125018(0122)1

Read More  

White Glove
Seminar/Webinar System

White Glove provides comprehensive seminar services to agents and Registered Representatives.

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

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 AdReview@Nationallife.com along with the Compliance Review Request form.  Each Agent/RR should work with White Glove to customize these materials with the name and date of the seminar.  All the other materials used by White Glove are administrative communications and have already been reviewed by the Ad Review Unit (ARU), Life and Annuity Compliance Solutions of the National Life Group and do not need to be submitted.

Material Submission Requirement for Agents

1.  Seminar Power point.
2.  White Glove’s seminar invitation/sign-up landing page reflecting the name of the seminar and dates (Only the name of the seminar and dates are added – no disclosure).
3. White Glove’s Static Face Book Ad that will be using to promote the seminar.  (These are not templates. Content varies from seminar to seminar e.g., pictures/texts).
4. White Glove’s EventBrite and Face Book Event page (These are not templates. Content varies from seminar to seminar).  
5. Recording of seminars is allowed of the financial representative only (CANNOT RECORD AUDIENCE AS WELL DUE TO the STATES’ RECORDING LAWS).  Submit the recording in mp3/mp4 format for review/approval to the ARU 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
(The ESI video conferencing requirements should be followed)

Same as Agent requirements above (note exception) PLUS:

1. White Glove’s seminar invitation should include the Registered Representative’s and/or           Investment Adviser Representative’s disclosure. (same disclosure that appears on bottom of business card AND licensing disclosure for virtual seminars).
2. For virtual seminars, a copy of the page reflecting the chat feature has been disabled.
3. Note:  Eventbrite and Face Book Event Page may not be used to advertise the seminar since these are not static and we can’t capture the interactivity.

This is current as of December 2021. White Glove’s offerings are subject to change.

TC124654(1221)1

Read More