New Associate Portal
Your starting point for tools, training, and everything you need to get going.
Click each step below to expand and get set up.
1
Onboarding
Start here to get set up with WealthBridge
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New here? Email your managing director to enroll.
2
NLG Website & Email Account
Set up your National Life account and NLGroup email
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Step 1: Set Up Your National Life Account
Start by logging in at www.nationallife.com to create your password. This must be completed before accessing your email account.
- Account User ID: Provided in your Welcome Email from National Life
- Password:
- If you've logged in before, use the password you previously created.
- First login format:
[lowercase first initial][last 4 of SSN][UPPERCASE state abbreviation]$— Example:m1234VT$
Step 2: Access Your NLGroup Email
Access your email via Outlook Web Access or the Outlook desktop application.
- Email Address Format:
(lastname)_(first)@nlgroupmail.com - User Name: Provided in the email from National Life
- Password: Same as your National Life website password
3
Email Signature
Create and set up your professional email signature
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Step-by-Step Instructions (Outlook Web)
- Go to Outlook Web Access.
- Click the gear icon (⚙️) → Settings.
- Search for "Email signature" and open the signature settings.
- Paste your signature, then check Automatically include my signature on new messages and on replies/forwards.
- Click Save.
Create Your Signature:
4
Direct Deposit
Validate your banking info in the Commission Payment Portal
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You can manage your Direct Deposit information directly in the Commission Payment Portal.
Step-by-Step Instructions
- Log in to the National Life Group Agent Portal.
- From the Compensation menu, select Commission Payment Portal.
- Open the Pay section to update your banking information.
Reminder: Validate all direct deposit information before the commission cut-off date to ensure processing for the next pay cycle.
5
National Life Training Videos
Life Product Overview, Annuities, and Living Benefits
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1. Life Product Overview
2. Annuities Overview
3. Living Benefits Overview
Contacts & Conference Rooms
Want to Work With One of Our Specialists?
Mike builds disciplined, research-driven investment strategies designed to maximize long-term growth and reduce risk.
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Todd helps clients preserve wealth across generations through advanced estate and tax-efficient planning strategies.
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Vince simplifies complex life insurance solutions and helps clients protect their families while building real cash value.
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Zach creates tailored financial plans that align income, assets, and long-term goals into one clear actionable path.
ScheduleWealthBridge Leaderboards
| National Rank | Name |
|---|---|
| 20 | Mauricio Henao |
| 22 | Brandon Webster |
| 31 | Jin Qiu Sun |
| 51 | Michael Sanders |
| 53 | David Klyman |
| 66 | Xiaorui Liu |
| 69 | Katherine Rodriguez |
| 71 | Vincent Colatriano |
| 81 | Mahmoud Ahmadi |
| 84 | Rong Wu |
| 86 | Yair Klyman |
| 90 | Frank Savelli |