National Life Group

Flow Through the Summer Tip #4: Prepare for a strong fall season. As summer winds down, take time to sharpen your skills, strengthen relationships, and identify new opportunities for growth. Organizations across industries continue to look for ways to support employee financial wellness and retirement readiness. Building your knowledge now can help you deliver more value and serve more individuals in the months ahead. #FlowThroughTheSummer #FinancialProfessionals #NationalLifeGroup

Flow Through the Summer Tip #3: Build connections in your local business community. Small business owners are focused on serving their employees, customers, and communities, but retirement planning may not always be top of mind. Summer can be a great time to connect with local businesses, share educational resources, and start conversations about retirement planning opportunities that can support both business owners and their employees. #FlowThroughTheSummer #SmallBusiness #NationalLifeGroup

Celebrating Talent Leadership at National Life Group We're proud to recognize Catherine Edge, AVP, Head of People Center Operations & Talent Acquisition, for being named to the Talent 100, a distinction honoring leaders who are shaping the future of talent acquisition and people strategy. Over the past several years, Catherine has helped transform how we attract, engage, and develop talent. Her unique blend of operational excellence, technology expertise, and people-first leadership has strengthened our recruiting capabilities and positioned National Life Group for continued growth. Catherine's passion for connecting people with meaningful careers and helping leaders build high-performing teams reflects the values that drive our culture every day. Congratulations, Catherine, on this well-deserved recognition and thank you for the impact you make across our organization. Read more about Catherine's Talent 100 recognition: https://lnkd.in/em45N2yv

We're proud to see Kristin Cook, Chief Underwriting Officer at National Life Group, featured in Kiplinger's latest article exploring factors associated with longevity. The article examines how family health history, lifestyle habits, social connections, and sleep may contribute to healthy aging and why longevity continues to be an important consideration in retirement discussions. Read more: https://bit.ly/4xCJOJ6

Annual life insurance policy reviews can help policyowners better understand their current coverage and discuss whether it continues to align with their goals and circumstances. Our latest blog outlines considerations that may be part of a policy review. By reviewing their policies every year, you can help clients stay proactive, make informed decisions, and feel confident that their policies will continue to support their evolving goals. Read the blog: https://bit.ly/43P8Yqj

Flow Through the Summer Tip #2: Expand your reach this summer. When school activity slows down, it may be a good time to explore other communities and organizations where you already have connections. Faith-based organizations and community groups often value educational conversations around retirement readiness and financial wellness. Building relationships now can help create opportunities for meaningful conversations throughout the year.

Flow Through the Summer Tip #1: Reconnect with the relationships you've built. Before looking for new opportunities, revisit the relationships already in your network. Summer can be an ideal time to schedule annual reviews, reconnect with existing clients, and discuss any changes that may impact their financial priorities. These conversations can help strengthen relationships, uncover new needs, and position you for a strong fall season.

Thank you, Marcos Gabriel!

National Life Group announced today that the National Life Group Foundation donated $2,105,686 to nonprofits in Vermont and the Dallas, Texas, region, with a focus on addressing children’s mental health and ending childhood hunger, the company’s core causes. “There is extraordinary work happening every day in our communities, driven by nonprofit organizations that are creating meaningful change and expanding opportunities for those who need them most,” said John Mullett, president and CEO of the National Life Group Foundation. Learn more: https://bit.ly/4xwPSme

As financial solutions continue to evolve, advisors have an opportunity to reframe conversations around protection, flexibility, and long-term financial confidence. Read National Life Group Chairman, CEO and President Mehran Assadi’s commentary on how these products, and the advice surrounding them, are changing. Learn more: https://bit.ly/4vbYUDW