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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. All companies, unless otherwise noted, are affiliated and are located in Montpelier, VT.

TC120487(0421)1 For Agent Use Only - Not For Use With The Public

Get the App today!

Copyright© 2020, National Life Group | 2

What’s New?• Information is easier to find

• Search is more powerful and accurate

• Reports load faster

• New content-rich Home Page

• Inforce combines life and annuity clients

• Client views show all related policies

• New Privacy mode masks values

• More communication features

• It works on your phone and tablet

The Agent PortalFrom recruiting and marketing to sales and service, the Agent Portal is your hub for digital service with NLG.

For Agent Use Only – Not For Use With The Public

The new Home PageQuickly access your business and take action


• Quick snapshot of your New Business cases, Inforce book, and Transfers/Exchanges

• List of pending actions on new business cases

• Client Intelligence panel highlights Inforce clients that require immediate attention because:

• They’ve submitted a claim

• They want to surrender their policy

• You may have a sales opportunity

• Click directly into selling NLG sales tools

• Communication features include articles from the NL Edge and upcoming training events


Show/Hide DataThe privacy toggle feature allows you to quickly mask the information shown on any page.

Copyright© 2020, National Life Group | 4For Agent Use Only – Not For Use With The Public

Profile, Quick Links and SearchQuick access to key features and search across site

content, your clients and resources

For Agent Use Only – Not For Use With The Public Copyright© 2020, National Life Group | 5


Quick Links:Easily access the most frequently used business tools all in one place

My Profile:• Change your password• Edit your phone number• Subscribe to SMS or email alerts

Search:• Search from anywhere on the site• Existing Clients or New Business Cases• Site content including marketing and

training resources

Quick link toolbarEasily manage your profile, search the site or access key business tools


Site OrganizationUpdated navigation groups content into simple themes informed by NLG field user feedback.

For Agent Use Only – Not For Use With The Public Copyright© 2020, National Life Group | 7

Sales & Marketing Book of Business Products Training Help Business Insights


Sales and MarketingTools and resources to help you connect, engage and inform your clients


• Community Engagement• Use Life Changer of the Year, CAUSE and more to

connect with your community

• How to Market Yourself • Client videos • Inventory of NLG Marketing eKits• Social media, Emails, seminars and more!• Multicultural Materials

• NLG Product Marketing• Supporting materials for all NLG products

• Sales concepts• Strategies to help Middle America clients, educators,

business owners and more.

• Sales Operations – making the sale with NLG• Underwriting guidance• Links to critical tools including eApp and Illustrations• Forms and other materials


Book of BusinessNew Business and Inforce Clients and Tools


New Business Cases and Reports• View and access All New Business Cases

• View Transfers & Exchanges

• Placement report

Inforce clients and reporting• Search and view all your clients - active and inactive

• New “Client View” now shows all policies – both Life and Annuity - in one place

• Reports including Annuity payroll flow and Premium Increase Program (PIP) reports, Persistency, Pending Lapse, Payment History and Premium Report

• Client Correspondence

Client IntelligenceNear real time visibility and historical access to the last 2 months of your clients’ servicing activities including NLG’s Client Portal, Contact Center and policy events.

Forms you need to service your clients

New Business

Inforce

New Business ListingNew features coming soon!

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Preset Report ViewsQuickly access common new business reporting views or set your own customer filters. The latest filter selections are saved throughout your login session.

Pending RequirementsIcon depicts when action is required; requirements are listed in the expanded details view and are included on the Excel export and will also be included as a filter option.

Improved SearchSearch by Policy, Agent or Client from anywhere in the site.



New Business DetailsView your case details from application to delivery

Case Status• Track status from application through delivery• Sign-up for Issued Policy SMS Notifications• View Policy Documents and NLG Policy Promise• eDelivery status in header including error conditions

Pending Requirements• Filtered listing of outstanding requirements

• Responsible Party indicator for each pending requirement

• Contact Case Manager and Upload Documents

Policy Details• Policy, Client and Billing details including Riders and Transfer

details, if applicable.


eDelivery & the Policy PromiseSave time with convenient electronic delivery

TC118962(0121)1 Copyright© 2020, National Life Group | 12For Agent Use Only – Not For Use With The Public


Inforce Client IntelligenceClient activities and insights to drive action

What is it? • Near real-time visibility to the last 60-days of

Client service activities with NLG - online or by phone

• Policy Conditions, Birthdays and Anniversaries

• Categorized so you can filter, sort and prioritize

• Bookmark on the go or save for later review;

• Synced between Agent Portal and Mobile App

• Subscribe to daily notifications via email or SMS

Categories include:

CAROL DANVERS

BRUCE BANNER

SCOTT LANG

CLINT BARTON

WANDA MAXIMOFF

STEVE ROGERS

HANK PYM SR

JAMES BARNES

SAM WILSON

ANTHONY STARK

CAROL DANVERS

BRUCE BANNER

SCOTT LANG

CLINT BARTON

STEVE ROGERS

WANDA MAXIMOFF

CLINT BARTON

BRUCE BANNER

ANTHONY STARK

SAM WILSON

• Claims• Conservations• Sales Opportunities• Life Events

• Client Service• Payments• Disbursements• And More

!



Inforce ClientsView all your client policies and details in one place

Client View• View all client policies including Life

and Annuity policies in any status

Policy Details• View policy values and coverage

details

• Review payments and transactions

• View client statements and bills

Available tools include:

• Print-friendly Inforce policy page

• Access our client’s online view

• Run Inforce illustrations

• Generate an inventory letter

• View Client Intelligence activities



Client ToolsAgents can access the same information their clients see online

Interest Credited

GLIR Projection

Access the Client’s Inforce Policy view and use the same tools available in the Client Portal• Guaranteed Life Income Rider (GLIR) Income Projection Tool

• Interest Credited tool



ProductA comprehensive library of life and annuity product information to help you market and sell client solutions


Annuity• All Annuity products plus riders and state

approvals

• Comparisons and Suitability

Life Insurance• NLG and LSW Life product information plus

riders and state approvals

• Living Benefits

Interest ratesInvestments• If you are a registered rep with ESI you can

access an additional Investments section.


TrainingResources you need to help you succeed


• 403b Certified program

• Compliance

• Everything you need to stay compliant with ad review, technology and security

• Continuing education

• Doing business with NLG

• How to submit business, get paid and more

• Product training

• Required life and annuity training that must be completed

• Sales training


HelpNational Life Teammates are here to help.


Business Tools

Access NLG agent applications and tools. These links are also available in the Lightning Bolt menu.

Contact Us

• Key NLG phone numbers and phone tree commands

• Simple email service form

• Upload a PDF or JPG image of any form and we’ll get it to the right department

Send feedback to [email protected]



Agent Mobile AppThe new Mobile App brings 24/7 self service convenience to individual producers anytime, from anywhere


Search for

NLG Agents

Download

Same Username and Password as the Agent Portal

Login

Tap Forgot Password or Forgot Username if needed

Don’t have a username? • All Agents are assigned an online account

during contracting. Use the “Forgot Username” tool or check your email.

• Contact Agent Services

Missing Data? Getting an Error?• Send a screenshot and as much

information as possible (including your phone model) to [email protected]

Locked Out? Forgot your Password?• Use the “Forgot Password” feature.• Call the Service Desk

Client Mobile AppClients have 24/7 access to policy information and the convenience of self service anytime, from anywhere

Search for

National Life

Features for Your Clients• Coverage, cash values, loans, and up to 7 years

of transaction history

• Quarterly Statements and 1099s

• Your contact details

• Pay premiums or loans, change bank, update contact information and more

Benefits for You• Increase your client's engagement and

connection to their policy

• Your client’s web activity is posted to you in Client Intelligence

• Your client can easily view your contact information


Get the App today!

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