New Annuity Suitability Case Review Program

We’re making it easier for agents to get clarity on high-value annuity cases.

Starting July 1st, National Life is launching a new program designed to support agents with suitability questions or concerns on high-premium annuity business.

Here’s what you need to know:

Who it’s for: Agents submitting annuity cases with an initial premium of $250,000 or more.

What it is: A direct line to our Suitability Team to discuss complex or unique cases before submission.

How it works:

• Complete the Pre-Suitability Intake Form
• Email the form to: Annuity@nationallife.com
• Our team will review and consult with you to determine case acceptability.

Why it matters: Provides confidence for agents and clients before the business is submitted.