National Life Group Annuity Training: Protected Growth, Guaranteed Income & Finding 401(k) Rollover Opportunities Gina Hawks opens a Thursday product training and introduces National Life Group hosts Isaac Wood and Sam Keenan, who preview National Boot Camp in Burlington, North Carolina (Oct. 16–18). Isaac and Sam explain National Life Group's annuity solutions, highlighting 30 years as a fixed indexed annuity issuer, key differentiators (living benefits, foreign national eligibility, and advanced sales support), and how annuities address retirement goals of protected growth and guaranteed income. They cover flexible-premium deferred annuities (growth and income options), single-premium solutions including Income Driver 10 for income now/soon, and a growth-focused option with increased caps. They emphasize a dollar cost averaging feature for monthly interest crediting, ways to identify rollover opportunities (including the DOL lost-and-found tool), available fact finders, small-business advanced sales resources, a quarterly commission incentive, required annuity training, e-app usage, and multilingual materials.

00:00 Welcome and Introductions

02:14 Why We're Here Today

02:56 30 Years of FIAs

04:08 Key Differentiators

08:42 Retirement Goals Explained

10:31 How FIAs Work

12:37 Where Annuity Money Lives

18:10 Ideal Annuity Prospect

20:42 Flexible Premium Products

23:27 Qualified Roth Nonqualified Uses
26:06 Pivot When Life Declines

27:49 Advanced Sales Support Team

30:08 Roth Annuity Pivot

31:43 Income Now Strategy

35:17 Steve Income Case

39:15 Zenith Growth Setup

41:59 Dollar Cost Averaging

49:09 Find Lost 401k Funds

53:46 Tools Incentives Wrap