October 7, 2019
New IUL marketing materials just released
The new FlexLife and PeakLife IUL products are coming October 28.
1 Expanded EZ Underwriting program to provide faster policy issue with up to $2 million in coverage.
2 Ways to increase your clients’ cash value potential…
- With FlexLife – automatically added 10% index interest multiplier bonus with a .75% bonus cap, starting in year 6, at no additional charge.*
- With PeakLife – automatically added 15% Enhancer interest multiplier bonus with up to 1% of indexed segment value, starting in year 2, at no additional charge. Plus 2 more optional Enhancer bonuses at an additional charge.*
3 New index strategies:
- Credit Suisse Balanced Trend Index 5%*
- Hang Seng Index
- S&P 500® Index 1% Floor Option
All with the same guarantees of protection, access to living benefits and many more solutions to help your clients.
For IUL FAQs, Quick Reference Guides, marketing materials and training resources:
What’s happening when:
10/28 – IUL Product Launch
11/27 – Application deadline for old FlexLife II and PeakLife products
12/27 – Last day to issue old FlexLife II and PeakLife policies
* Credit Suisse Balanced Trend Index 5%, FlexLife AVE bonus, and PeakLife Enhancers are not available in New York.
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.
FlexLife bonus and PeakLife Enhancer, Enhancer Plus and Enhancer Max only credit a bonus in crediting periods where interest is credited to that strategy. If no indexed interest is credited for that period, no bonus will be credited. The charge for Enhancer Plus and Enhancer Max begins in year 1 and occurs for every crediting period regardless of whether interest is credited.
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
