June 16, 2022

Good News! US Fundamental and Global Balanced Indexes are Now Available

Now available on in-force FIT Flexible Premium Annuities.

Good News! The US Fundamental and Global Balanced indexes, with and without rate booster, will be added to the in-force Fit FPDA policies.

There is no requirement for your customers to reallocate to the US Fundamental or Global Balanced; the BAML and Barclays indexes will remain on in-force business for the foreseeable future.

On June 30th we will begin mailing this letter and policy pages to customers, and they will be able to reallocate to the added indexes at that time.

For more information on the indexes, click here!

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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.

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