May 11, 2023
Saving for Retirement With Peace of Mind
Make the first step easier with National Life. Learn more about our Emergency Access Waiver today!
Peace of mind for their retirement funds!
It is essential to begin saving for retirement as soon as possible; however, many people eligible for a 403(b) or 457(b) prioritize the funding of emergency savings accounts above retirement savings. Whether it is sickness, injury, layoffs, or other life’s big challenges…you can’t always predict what life will throw at you. Despite this, you may be able to help protect yourself from the financial impact they may have on you.
Emergency Access Waiver
The FIT Secure Growth and FIT Select Income give customers Peace of Mind they will have penalty free¹ access to their policy values since both come with the no cost Emergency Access Waiver.
Emergency Access Waiver Info:
For plan approved hardship or unforeseen emergency withdrawals the plan approved amount can be withdrawn without application of surrender charges or market value adjustment (MVA).
For customers who separate from service, surrender charges and MVA are waved on:
• 20% of accumulated value in years 2-4
• 100% of accumulated value in years 5+
Find consumer-facing emails and social media posts featuring these riders here:
Did you know?
We have a Q2 Life Insurance Campaign! Connect, engage, and sell with our Life Insurance Q2 Campaign: Life Insurance with Living Benefits Campaign.
As a result of National Life’s quarterly campaigns, you can better market yourself, your business, and the services you provide. Our step-by-step process and materials will guide you through the process.
Keep checking back as our campaign catalog continues to expand!
1. The Emergency Access Waiver is available after the first policy year and distributions must be approved by the Plan/Third Party Administrator (TPA). Distribution is subject to IRS taxes and, if applicable, IRS 10% early distribution penalty.
