October 7, 2025
No Retirement Plan at Work? No Problem!
Traditional and Roth IRAs represent a straightforward and cost-effective solution for the middle market.
According to Pew Charitable Trusts, about 56 million private-sector workers nationwide do not get retirement benefits through their jobs. Many of these individuals mistakenly believe that without an employer-sponsored 401(k) their only retirement savings option is a traditional bank account. Think again!
Traditional and Roth IRAs represent a straightforward and cost-effective retirement savings solution for the middle market, and a compelling sales opportunity to expand your client base while securing their financial future. See this comparison of Traditional and Roth IRAs.
National Life’s flexible premium indexed annuities can help your clients grow and protect their retirement savings within the IRA — with the potential for a guaranteed income stream.
Learn more about our retirement solutions and take advantage of 5 compliance approved, ready-to-go emails you can send to prospects or clients today!
Clients talk
When you deliver clear value and make retirement simpler, they want to share that relief. Let them know
“Every day I work with people like you who know they’re unprepared but don’t know where to start. If you have family or friends who share your concerns, I’d be happy to help them too—no pressure, no sales pitch. Just a place to start!”
Try using these tools to initiate conversations
Retirement Income Gap Workbook
Life Checkup Retirement Worksheet
Retire with Income that Cannot Be Outlived
We’re Here to Help
Click here to contact your Retirement Services Relationship Manager.
Workers Without Access to Retirement Benefits Struggle to Build Wealth, Pew.org, June 25, 2025
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