Agent instructions - please remove these instructions before submitting this email for advertising review:
Agents please use the subject line: Be a Hero to Your Last Minute Planners
Agents - if you are registered with our broker/dealer Equity Services, Inc. (ESI), please include your securities disclosure and email signature as part of this email then submit for advertising review and approval. Agents not registered with ESI, please add your name, your agency name, address, phone number, email, and (if licensed in AR or CA) your AR or CA Insurance Lic. # below before sending this out. You may not add a website address or agency logo. Please note that all disclosures and form numbers that appear must be included in the version you send out. In addition, you must abide by National Life's and the district's solicitation rules. You may only send this to agents affiliated with your agency - this is not approved to send to agents with other agencies. |
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Be a Hero to Your Last Minute Planners
Most of your clients won't think about their retirement income until their regular paychecks stop. Making their retirement savings last a lifetime can be a daunting task and many don’t know where to begin—but that's were you come in.
National Life's single premium deferred annuities (SPDAs) with Guaranteed Lifetime Income Riders (GLIR) can begin income in the first policy year, and in some cases income can begin shortly after policy issue to address urgent income needs.
The new Income Driver series is especially well suited with options like:
- 20% benefit base bonus to help increase initial income*, or
- no charge GLIR that provides lifetime income without an annual fee.
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Learn more about how you can address this urgent need with your clients today.
[Agency Name]
[Business Address]
[Agent Phone #]
[Agent Email Address]
[(If in CA or AR) State Insurance Lic. #:]
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One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com |
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GLIR is available on select annuities issued by Life Insurance Company of the Southwest. Electing this rider incurs an additional cost and rider charges continue to be deducted regardless of whether interest is credited. GLIR may be optional, and may not be available on all products or in all states. Guaranteed Withdrawal Payments reduce the policy’s accumulated value, but payments will continue during the client's lifetime even if the accumulation value declines to zero. Guarantees are dependent on the claims paying ability of the issuing Company. Withdrawals prior to age 59½ may be subject to a 10% Federal Tax Penalty.
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National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. |
No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value |
Not insured by any federal or state government agency |
Guarantees are dependent upon the claims-paying ability of the issuing company.
Agent Use Only - Not For Use With The Public
TC135743(0823)3 | Cat No 106897A(0923)
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