November 1, 2022

In Case you Missed the News: US Fundamental and Global Balanced Indexes are Now Available on Older Policies!

Available on in-force FIT Flexible Premium Annuities

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.

We are always working to improve the client experience and to maximize the interest crediting options in our annuity products. We are pleased to announce the addition of two new indexes available within annuity products. The two new indexes are the US Fundamental Balanced Index (1) and Global Balanced Index (2).

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

Download a fillable Allocation Change form for an easy transition, if your client decides to take advantage of these two new indexes, they can always call our contact center to have them changed over the phone as well.

For more information on the indexes, click here!

TC127324(0622)1

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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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