March 20, 2019

New Annuity Statements coming soon!

Beginning in late February, new redesigned annuity statements are being sent to your customers!

The new design provides simple, yet detailed information related to the product they purchased.

 

A few highlights…

 

  • Simplified verbiage for the customer
  • Easy to understand balances and changes on the statement
  • Consistent branding & formatting

New Annuity Statement - with GLIR

New Annuity Statement - with out GLIR

More on the Life & Annuity Statement Redesign Project

The Life & Annuity Statement Redesign Project is an important step toward our goal of improving customer experience and achieving 1,000,000 delighted customers by 2020.  We continue to work towards consistent communication with our customers and enabling new ways to do business.  Creating an enhanced customer experience translates into policy persistency and, ultimately, greater inclination toward premium increase. Good for them. Good for you. Good for us. 

TC106805(0319)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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