New Associate
Your starting point for tools, training, and everything you need to get going.
Navigation
Quick Links
Getting Started
Welcome to WealthBridge Onboarding
Click each step below to expand and get set up.
1
NLG Website & Email Account
Set up your National Life account and NLGroup email
▸
NLG Website & Email Account
Set up your National Life account and NLGroup email
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
2
Email Signature
Create and set up your professional email signature
▸
Email Signature
Create and set up your professional email signature
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:
3
Direct Deposit
Validate your banking info in the Commission Payment Portal
▸
Direct Deposit
Validate your banking info in the Commission Payment Portal
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.
4
National Life Training Videos
Life Product Overview, Annuities, and Living Benefits
▸
National Life Training Videos
Life Product Overview, Annuities, and Living Benefits
1. Life Product Overview
2. Annuities Overview
3. Living Benefits Overview
Training
WealthBridge Training Section
Click each topic below to expand and view the training videos.