Why Work in the 403(b)/457(b) Market?
The 403(b)/457(b) market offers Agents a powerful combination of access, impact, and recurring revenue. With structured access to schools and public employees, you can consistently meet qualified prospects, build long-term relationships, and create a sustainable book of payroll-based business. Beyond retirement, it opens the door to referrals and cross-sale opportunities while positioning you as a trusted resource in your community.
Our 6-Hour In-Person Certified Training covers:
- 403(b)/457(b) plan structure and pension gaps
- Fixed indexed annuity positioning
- Employer plan opportunities & rules of engagement
- Marketing resources and “where to work” strategies
Agents can earn the Certified Badge after attending training and writing 5 flowing 403(b)/457(b) policies.
We look forward to seeing you at one of our upcoming trainings!
To Learn More:
Please review this page and take a look at the Training Locations Tab at the top of this page to see the available in-person classes and timing.
To register for an upcoming in-person training, follow these necessary steps:
- Click on the Register Now button to sign up for your preferred class date. Please note: There is a $100 registration fee to attend, which can be paid on the registration page via Credit Card. Space at all Certified Trainings will be limited. Please plan in advance. If a training class is not available in your registration, the class is full.
- After registering, you will receive an email confirmation and will be able to add the training to your calendar.
Why Get Certified?
- Learn how to use annuities to grow your business and serve the 403(b)/457(b) marketplace.
- Identify prospecting and client access techniques.
- Gain practical knowledge on how to use marketing materials and resources to set appointments and close sales.
- Comprehensive review of how to properly navigate working in National Life Group plans.
Who Should Attend?
- Agents licensed and appointed with National Life Group.
- Agents with less than two years experience in 403(b)/457(b) sales.
- Agents in good standing with National Life Group.
- Agents interested in learning more about getting into the 403(b)/457(b) marketplace.