Your Guide to Virtual Connection with K-12 School Districts and their Employees

This step-by-step guide will help you prepare for and facilitate virtual business with current and prospective clients, both individually and within schools.

As a part of the ENGAGE Business Toolkit, we have created a Presentation Series that is specifically intended to help facilitate your prospecting conversations, virtually.

In each presentation series, you will find a tailored presentation, call prompts, social media posts, and registration emails to aid in the virtual connection between you and your K-12 School Districts Employees. Explore available presentation kits now.

First, Some Ground Rules

You must be approved to market to a school or district by both National Life and the school/district itself.

Find Your Relationship Manager

Relationship Management is here to help you succeed in the retirement marketplace. The team consists of relationship managers with specific geographic focus who work closely with you to build new relationships and work smarter in the areas you do business.

Attend 403(b)/457(b) Certified Training

Stand out in a sea of sameness. By attending National Life Groups’ 403(b)/457(b) Certified Training Program, your badge will give you a competitive advantage in getting access to public schools, municipalities and 501(c)(3) organizations. The Certified Badge is earned after attending a 403(b)/457(b) Certified Training class and submitting five (5) 403(b)/457(b) flow annuity policies.

Get Familiar with the 403(b) Playbook

Developing a clear, workable plan for success in the 403(b) plan arena begins by getting familiar with your distinct market. The 403(b) Playbook is designed to help you do just that. Your road map to the many opportunities in the 403(b) plan market, this playbook offers steps to find and engage 403(b) plan prospects, build successful relationships, access to helpful tools to serve clients and partner with National Life Group.