Present! Toolkit
Your guide to on-site meetings with K-12 school district employees
The 403(b) business boils down to your relationships with employers. The most effective strategies to serve all prospects involve steps to create a meaningful presence within districts and schools and build credibility over time. In short, you can create a presence by being present!
As the school year ramps up, this step-by-step guide will help you prepare for and facilitate on-site meetings with K-12 school district employees. You’ll especially see how to initiate and lead hands-on Benefit Fairs, New Hire Orientation and Faculty/In-service Meetings within approved school districts.
First, some ground rules. You must be approved to market to a school or district by both National Life’s Retirement Services team and the school/district itself. All marketing you use in a National Life school slot requires our compliance approval, even if the marketing does not mention National Life. Note that email marketing to school addresses is especially sensitive and must have both compliance and school prior approval.
Homework & Supplies
Following are two comprehensive study guides that will help you prep and execute your meeting game plan.
- The material on Engagement and Relationship Building within these guides focuses on strategies and ideas for the face-to-face meetings.
- Overall, you’ll also see tools and references to use throughout the entire sales process, ranging from targeting prospects and building relationships to retaining a solid client base in the growing retirement plan market.
Agent Reference Library
Persuasive Techniques
Opportunities to Get on the School District’s Schedule
Use School Rules & Open Doors
Did you know that the IRS requires the plan to give meaningful notice to employees of their right to make elective deferrals into a plan? This creates a significant opportunity for you.
Not all districts are aware of the requirement. If you help them meet these requirements at no cost to them, you’re offering a meaningful service and a straight inroad to gain new prospects for you.
Tap Our Programs & Promotions
Prizes for Pages helps build relationships in school districts by promoting and rewarding literacy.
LifeChanger of the Year honors hundreds of K-12 educators and other school employees across the country.
Be Part of Something Good
Bringing a School Supply Treasure Box is a great idea to help schools with much-needed resources at the start of the school year. Demonstrate that you understand and appreciate their struggles and will help where you are able.
Volunteer to clean up the garden, paint the teacher’s lounge, work during the Fall book fair…Whatever way you do it, work side-by-side with your clients and prospects and get to who they are and what makes them tick. National Life offers 40 hours of volunteer time to our employees because we believe in building relationships through service. You can be part of this too.
Spread the Word & Get Noticed
Ask the school if they will slip a meeting invitation into employee mailboxes and the lounge.
Download, personalize and print.
Prepare Your Retirement Lesson Plan
Your lesson should include a brief presentation, a handout (or two) and ample time for Q&A.
Handouts
Retire with Income That Cannot Be Outlived Flyer
Cat No 103968
Make It Personal!
CoBrand on Demand has a selection of flyers that you can personalize with your logo and contact information.
This is a great way to keep your name top-of-mind.
Class is in Session
Conduct the group meeting and collect the leads.
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Lead Card Best Practices
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Giveaway Trinket (in return for lead card)
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Appointment Setting
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Refreshments – Always
Find Your Relationship Manager
Relationship Management is here to help you succeed in the 403(b) marketplace.
The team consists of relationship managers with specific geographic focus who work closely with you to build new relationships and work smarter in the areas you do business.
Questions?
Contact the National Life Group Sales Desk at 800-906-3310, option 1
FOR AGENT USE ONLY – NOT FOR USE WITH THE GENERAL PUBLIC
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX and their affiliates. Each company of the National Life Group is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in NY and does not conduct insurance business in NY.
Advice regarding securities, especially advice to liquidate securities to fund an insurance or annuity product, can be offered solely by representatives registered to offer such products or services through a broker/dealer or registered investment adviser.
The companies of National Life Group® and their representatives do not offer tax or legal advice. Please encourage your clients to seek tax or legal advice from their appropriate professional advisor.
Consumer materials linked to in this communication are approved for print use or to email to consumers who have requested it using a unique individual email only. Please note that unsolicited email marketing is subject to additional anti-spam requirements and should be submitted for advertising compliance approval prior to use.
No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value | Not insured by any federal or state government agency
TC 135542(0823)3
Guarantees are dependent upon the claims-paying ability of the issuing company.
Centralized Mailing Address: One National Life Drive, Montpelier, VT 05604 | 800-906-3310 | NATIONALLIFE.COM
Cat 104659(0723)