Training Events
August Trust Certification School
Get certified to help your clients with Trust & Estate Planning. This 2-day class will teach you all the details needed to help your clients open a Trust along with other important Estate Planning items.
LIVE TRUST SEMINAR will be hosted both nights after class. You'll get an opportunity to observe live seminars and learn the program to get 20-40 people in a room who have assets for Annuity business and other opportunities.
Training will be held at the following location:
Clarion Hotel- The Colony
4301 Paige Road
The Colony, Texas 75056
469.384.8165
Please see the link below to make the hotel reservation.
Booking Link: August 2025 - Clarion Hotel The Colony
https://www.choicehotels.com/reservations/groups/JX80M6
Please note the Hotel discount rate also includes breakfast and lunch.
August 19th
8am to 4pm Training (Please arrive at 7:45am)
6pm-7:15pm Presentation
Meeting Room: Grandscape Room
August 20th
8am to 4pm Training (Please arrive at 7:45am)
6pm-7:15pm Presentation
Meeting Room: Grandscape Room
We recommend arriving August 18th and leaving August 21st. If you need to depart on August 20th we recommend a flight after 6:30pm or 7pm.
HOW TO ATTEND:
Text or email Phil to get registration details
817-567-8180
403b/ 457(b) Certification - Pension Reviews
Get Certified and Specialize in the Pension Review market.
Focus Areas Include:
Public K-12 Schools
Public Colleges & Universities
State & Federal Employees
Agent Sales Opportunities:
IUL
Annuities
Flow Business & Rollovers
Life Insurance
Final Expense
Long Term Care
Premium Finance
How to Attend:
Contact your upline coach to get contracted with National Life Group then register in your agent portal & attend one of these classes.
NLG Training Calendar: Webinar Calendar
August 7th or August 21st
12pm - 2pm Central Time
National Life Groups’ 403(b)/457(b) Certified Training
Join us to learn about the 403(b)/457(b) marketplace and how to gain a competitive advantage in getting access to public schools, municipalities, and 501(c)(3) organizations.
NLG’s FlexLife IUL: A Middle Market Solution
August 12 @ 2pm Central
Are you looking for an IUL that can help address all three of your clients’ top concerns – Live Too Long, Die Too Soon, and Become Ill? This webinar will cover how FlexLife is the solution for your clients with its ability accumulate cash value, provide a competitively priced death benefit and Accelerated Benefits Riders. This session is for Agents who want to incorporate Indexed Universal Life into their practice.
How to Attend:
Contact your upline coach to get contracted with National Life Group then register in your agent portal & attend.
NLG Training Calendar: Webinar Calendar
SMALL BUSINESS RETIREMENT PLANS- THE ANSWER TO STATE-MANDATED RETIREMENT PLANS
August 26 @ 12pm Central
Strategies for prospecting and establishing retirement plans for business owners and their employees that comply with new state-mandated rules and that offer tax credits/deductions to business owners.
How to Attend:
Contact your upline coach to get contracted with National Life Group then register in your agent portal & attend.
NLG Training Calendar: Webinar Calendar
Advanced Markets Extravaganza: You're Invited
September 9th – 10th
Heartland Financial Group is proud to host an exclusive, two-day event for top-performing agents who are ready to take their business to the next level.
Join us in Kansas City, MO on September 9th – 10th for the Advanced Markets Extravaganza - a high-impact conference focused on advanced financial strategies that can drive real results.
WHAT YOU'LL LEARN
✔ Cutting edge sales tactics on digital marketing campaigns
✔ Deep dives into IUL, annuities, and infinite banking
✔ Asset exit strategies for high-net-worth clients
✔ Insights from top-industry leaders and carrier partners
This isn’t your average training - this is a select event designed for experienced agents serious about scaling their production and sharpening their edge.
🚨 Only 50 spots available. Once they’re gone, they’re gone.
Let’s level up - together. See you in Kansas City.
Register Here: