National Western – The Score Newsletter for April 6, 2015

2016 Sales Conference Qualification
Click here to view the qualification requirements for the 2016 Sales Conference and Champions Club. See what it takes to qualify for an invitation for you and a guest to experience the breathtaking views of Puerto Rico.

National Western is making it easier to qualify using CHIPS! Qualify faster by writing both life and annuity.

* 20 times the amount of issued and paid qualifying life premium may be credited to annuity production.
* 5% of paid annuity premium may be credited towards life qualification.

See the Qualification Requirements for details.

Product Specific Training Reminder
Product Specific Training (PST) is required for annuity sales in all states. Keep in mind PST is also required in order to sell the NWL Lifetime Returns Solutions in all states due to the annuity component of the product.

Click here to see the Suitability Training Chart for information on states that require additional annuity training.

2014 IRA Contributions
The deadline for making contributions to your IRA for the 2014 tax year is April 15,2015. NWL will accept contributions through April 30, 2015 as long as the contribution was post marked by April 15th. Funds will be posted as of the date received by the company. Any contributions received after April 30th will be considered 2015 contributions.

Delivery Receipts Reminder
NWL requires that agents obtain policy delivery receipts. After the policy is sent to the agent, the delivery receipt must be received by the company within 30 days, otherwise the company may charge back all commissions paid on the policy. Click here to read more details.

Posted in Advertisement, Annuity, Bulletins, Newsletter.