R M D = M Y G A

MYGA rates are still as strong as ever and locked in for 3 or 5 years; savings accounts can change anytime. You can directly roll RMDs into a new National Life MYGA as easy as 1,2,3.

1 – Complete new non-qualified MYGA application via eApp.

2 – Complete Withdrawal Request, form 2748, to set up a one-time RMD to the new MYGA.

3 – Deliver the policy after the RMD is processed.

Want an automated solution? National Life has you covered. Set the customer up with a non-qualified Secure Growth and complete the Automated Withdrawal Program, form 20179, to have this and future RMDs directly sent to the Secure Growth.

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RetireMax Secure

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A Smooth Ride to Retirement

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Questions? Contact the NLG Sales Desk at 800-906-3310.