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Pennsylvania Agent Training
Introduction
Introduction Video (0:32)
Public School Employees' Retirement System (PSERS)
The Basics
Membership Class Schedule
Service Credits
Purchasing Service Credits
Settlement Options for Pension
Plan Types
Defined Benefit Plan
403(b)
457
401(k)
IRA
ROTH Accounts
Non Qualified
403(b)/457 Account Types
Annuities (7:23)
Fixed Annuities (8:35)
Variable Annuities (16:29)
Indexed Annuities (13:44)
Guaranteed Lifetime Income Rider (22:03)
Surrender Schedule
National Life Group Annuity Products
Paramount 5
Secure Plus Gold
Single Premium Products
FIT Rewards Growth
FIT Secure Growth
FIT Certain Income
FIT Select Income
403(b)/457 Loans
How it Works
Loan Scenario
Life Insurance
Term
Whole Life
Universal Life
Other Life Insurance
Taxes and Life Insurance
National Life Group Insurance Products
Accelerated Benefit Riders
Terminal Illness
Chronic Illness
Critical Illness
FlexLife II - Indexed Universal Life
Paperwork
Salary Reduction Agreement
Annuity Application
Transfer/Exchange/Rollover
Alt Company Internal Cancellation/Surrender
Suitability
Replacement
Pre-Authorized Check Plan - PACP
Loan Agreement
Agent Change Form
TRAK Software
Gap Analysis/Pension Report (8:47)
Paycheck Calculator (18:13)
Gap Analysis/Pension Report
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