Introducing PeakLife: Ideal for Emerging and Affluent Clients

Exclusive for Emerging and Affluent Markets with $1M+ Face

 

Ideal for Emerging and Affluent clients who need a product solution for:

  • Estate preservation and equalization
  • Providing employee fringe benefits
  • Funding a buy/sell arrangement
  • Tax-free retirement strategy
  • Premium Financing

Offering:

  • Competitive funding limits
  • Product performance at key ages
  • Strong short-term and long-term cash value
  • Competitive income solves
  • Simplified design with concentrated rider offering

Approved in all states except New York.

 

Marketing Materials

 

Strategies

Tax-Free Retirement

Premium Financing

 

View Transition Rules
Commission Information

 

To learn more about this new product, plan to attend one of the following webinars:

Sep 26, 11:00 a.m.
Oct 4, 2:30 p.m.
Oct 10, 2:30 p.m

All times are Eastern

View the Full Training Calendar to Register

 

Visit the PeakLife Product Pages

or contact National Life Group Sales Desk at 800-906-3310 (option 1)

 

 

Products issued by National Life Insurance Company®
Life Insurance Company of the Southwest®

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.
Premium financing is offered and administered independently of the companies of National Life Group. National Life is bound only by the terms of the life insurance contracts issued by the Group insurance companies.
The use of cash value life insurance to provide a tax-free resource for retirement assumes that there is first a need for the death benefit protection. The ability of a life insurance contract to accumulate sufficient cash value to help meet accumulation goals will be dependent upon the amount of extra premium paid into the policy, and the performance of the policy, and is not guaranteed. Policy loans and withdrawals reduce the policy’s cash value and death benefit and may result in a taxable event. Withdrawals up to the basis paid into the contract and loans thereafter will not create an immediate taxable event, but substantial tax ramifications could result upon contract lapse or surrender. Surrender charges may reduce the policy’s cash value in early years.
Guarantees are dependent upon the claims-paying ability of the issuing company.

TC97494(0917)1