Agent instructions - please remove these instructions before submitting this email for advertising review:
Agents please use the subject line: Give Direction to Your Client's Retirement Savings
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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Give Direction to Your Client's Retirement Savings
"Just keep saving and you will be fine" does not motivate everyone.
Many people don’t save as much as they could, or may not have started saving for retirement at all because they are having trouble seeing the future benefits. But, with the right product and illustration you can help them see their future which could help you close more sales and increase your existing clients' savings year over year.
FIT Select Income with the Guaranteed Lifetime Income Rider (GLIR) allows your clients to save as little as $100 to start building retirement income they cannot outlive.
Why your clients will love FIT Select Income with Split Bonus GLIR:
- 5% accumulation value bonus on all contributions for eight years
- A predictable guaranteed minimum income with the potential to be higher
- Guaranteed income that cannot be outlived
- Income Doubler in the event they become unable to perform two of six activities of daily living
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Give your clients the motivation they need to meet their retirement goals.
[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.
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 106897D(0923)
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