National Life Group Training: Living Benefits, IUL Options, Easy Underwriting & Foreign National Guidelines Yumi Jacquez, Sam Keenan, and Isaac Wood from National Life Group introduce their team support for the Alliance, highlight NLG's 1848 founding, current \#7 U.S. life insurer ranking, and mutual company structure, and outline their living benefits suite. They explain opportunities for non‑U.S. citizens living in the U.S. (8+ months residency with SSN or ITIN, including undocumented tax filers) and foreign national guidelines (living outside the U.S. 4+ months with qualifying U.S. nexus), using case studies. The session reviews term products with no-cost living benefits and convertibility, NLG's IUL lineup (Rapid Protect, FlexLife, Summit Life), a mortgage-protection comparison using a "return of premium" IUL solve, rolling target premium commissions, easy underwriting limits, marketing resources/QR codes, advanced sales support, and new tools like pin-to-sign, client intelligence, and the customer app, ending with a living benefits claim video example.
