October 19, 2022
Hurricane Ian – What You Need to Know for Your Florida Clients
NLG is here to aid in relief and recovery
When your clients purchased an annuity or Life Insurance Policy from National Life Group, they chose a company that’s been delivering peace of mind for over 170 years. Since 1848, we’ve stood by our policyholders through good times and bad, and today is no different.
Annuity relief
- Process Loans up to $50,000: Max loanable amount is 50% of your policy value or $50,000, whichever is less (to determine your maximum loanable amount, see instructions below)
- Ease of Access: National Life will obtain the Third-Party Administrator’s (“TPA”) approval on your behalf
- Expedite Loan Processing: Requests will be reviewed and processed within 1 to 3 business days
How to get the loan paperwork to your client
- Electronically – click the DocuSign link below OR copy and paste the link into an email to be sent to your client, have them follow the prompts and submit.
- Manually – download the Loan Agreement form (form #4075 under service forms in your agent portal), have client complete and return to National Life via email Disbursements@NationalLife.com or fax to 802-229-7054.
”DocuSign”
Life Insurance relief Initiating access to a loan