NBG University

1. Let's get you plugged into our NBG communities

• NBG Discord Join Discord
• Discord Fast Start Guide / Live Dials View Guide
• NBG Telegram Join Telegram
• NBG Google Drive Access Drive
• NBG App (Coming soon)

2. Register and attend the next scheduled NBG Academy

Weeklong Academy (Monday – Friday)

• Live Instructor Led Training with Kahoot quizzes and homework
• NBG Certified Trainers are active Top Producers & Agency Owners
• Every other week in English / Monthly in Spanish
• Attendees receive a Certificate of Completion and access to additional resources

NBG Academy

3. Schedule a "New Broker Strategy Session"

Complete this session with your upline/agency to review:

• Goals and schedule availability
• Activity plan of action
• Referral partnership opportunities
• Lead strategy and more

4. Video-Library Training Programs

Exclusive access to the top Life/Health insurance self-paced sales training programs:

5. NBG Technology Package

Empower your business with cutting edge tools. The NBG myAdvisorCloud is a business management platform tailored for insurance agents and financial advisors, powered by advanced AI, machine learning, and automation technology to redefine efficiency and customization.

6. Live Monthly Training Calendar

Attend live Sales, Carrier, Technology, and Agency Building trainings through our monthly NBG Training Calendar. Never stop learning and being a student of the game. Access the current calendar anytime in our NBG Google Drive, Discord, or Telegram. Stay plugged!

7. Sign up for your NBG CRM+

Your AI-Powered, All-In-One Sales & Marketing Platform built exclusively for Insurance Brokers & Agency Owners.

8. NBG AI Call Review & Coaching

Upload your recorded calls and receive AI-driven grading, performance analysis and coaching.

NBG AI highlights the areas you executed well along with identifying your areas of opportunity. Graded areas include tonality, pacing, objection handling, call structure, transitions, closing, etc.

9. Support for Your First Sales

Need assistance with your first sales or would you like to schedule a specific training for your agency? Request support from our NBG Business Coaches.

10. Qualified for 7th Level Sales Mastery

Get full access to the Jeremy Miner – 7th Level Sales Mastery Training Program, fully sponsored by NBG at zero out-of-pocket cost ($3,000–$10,000 value).

11. Carrier Training sites

Once contracted, don't forget to plug into the carrier training sites. They are a great resource to gain important product knowledge. Prioritize the carriers that your agency writes the most.

12. Advanced Market - Annuity Support

Whether it's your first Fixed Index Annuity sale or you're a seasoned annuity producer, our Advanced Markets team is here to support you every step of the way. From identifying qualified funds to navigating financial suitability, we provide custom carrier and product recommendations along with tailored illustrations to position you for success.