Boot Camp
March 9th, 2023
Home Office
Thursday Boot Camp Agenda
8 AM – 9 AM: Breakfast
9 AM – 9:20 AM: Welcome: Rebecca Dunne, Senior Vice President at National
Life Group
9:20 AM – 10:20 AM: to 5-step Process & The Shared Intellectual Property Model
– Randy Raner, Principal of the Vermont Agency
10:20 AM – 10:30 AM – Break
10:30 – 11 AM: Utilizing Social Media - Khrista Trerotola, Digital Marketing at
National Life Group
11 AM – 11:30 AM: Underwriting – Chris Weber, Deputy Chief Underwriter
11:30 AM – 12 PM: Commissions - Melissa Cushing, Director of Finance &
Operations
12 PM – 1 PM – Lunch
1 PM – 2:30 PM: Process over Product – James Hunt
2:30 PM – 3:30 PM: Case Study – Steve Wallach, Key Account Associate at
National Life Group
3:30 PM – 4:30 PM: Tour of National Life
4:30 PM – 4:50 PM: Group Presentations
Agency Meeting- all teritories
March 10th, 2023
Home Office
Friday Agenda
10am – 10:45am Brunch
10:45am – 11:00am Kicking off - Randy Raner, Principal of the Vermont Agency
11:00am – 11:30am: Ascend (New Business Systems) - Pam Lambert, Director
Client Partner at National Life Group
11:30pm – 12:00pm: Sammons - Nick Buchanan, Senior Regional Sales Director
12:00pm – 12:30pm: Updates and Important Information on NLG’s Agent Portal -
Tommy Dolin, Managing Director Recruitment & Development
12:30pm – 1:00pm: Living Benefits Changes &Updates - Damien Barton, VP -
Business Architecture & Transformation
1:00pm – 1:45pm: Financial Update and Outlook - Joe Heslip, Head of Risk and
Quantitative Analytics at National Life Group
1:45pm – 2:00pm: Break
2:00pm – 2:30pm: Preparing for What Comes Next - (Lincoln Financial): Vincent
Pettograsso Regional Marketing Director
2:30pm – 3:00pm: 412(e)(3) - Bryan Pritchard, Director, Advanced Sales and
Marketing at National Life Group
3:00pm – 3:30pm: Money Guide Pro - Dan Randall, Vice President of Product
Management
3:30pm – 4:00pm: Appalachian Benefits Group Offerings - Collin Fucci, Managing
Owner of Appalachian Group
4:00pm – 4:30pm: SAGE -
4:15pm – 4:30pm: Randy Closing Remarks - Randy Raner, Principal of the Vermont