Tax-Free Retirement Consumer Brochure In-language

As you continue to offer your multicultural clients solutions through National Life Group, we are excited to announce another tool for your use.

The Tax-Free Retirement Strategy Using Permanent Life Insurance brochure has been updated and translated into Spanish and Chinese

This piece will help you explain to your clients permanent life insurance can be used to solve more than just protection needs. It can also be designed to help supplement your clients’ retirement income needs in a very tax-efficient manner.*

You can find this brochure on the Agent Portal in the Multicultural Material Library and in the Tax-Free Retirement Strategy drop down under Individual Strategies in the marketing section.





Consumer materials linked to in this communication are approved for print use only. Please note that email marketing is subject to additional anti-spam requirements, and should be submitted for advertising compliance approval prior to use.

*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.