Agent instructions - please remove these instructions before submitting this email for advertising review:

Agents please use the subject line: Boost Engagement and Retention with Financial Wellness

Agents - if you are registered with our broker/dealer Equity Services, Inc. (ESI), please include your securities disclosure and email signature as part of this email then submit for advertising review and approval. Agents not registered with ESI, please add your name, your agency name, address, phone number, email, and (if licensed in AR or CA) your AR or CA Insurance Lic. # below before sending this out. You may not add a website address or agency logo. Please note that all disclosures and form numbers that appear must be included in the version you send out. In addition, you must abide by National Life's and the district's solicitation rules. Before sending this out, you must check the email address that you are sending to does not appear on National Life Group's Do Not Email list. You must check the email address using our email scrubbing tool prior to sending this out. The tool and instructions for use can be found on our website under NL Group Compliance/Telemarketing and Email Solicitation. Agents also need to be aware of and follow school solicitation rules for their agency, school district, state and distribution channel.

Boost Engagement and Retention with Financial Wellness

Retirement Homeroom: The Retirement Journey Roadmap

As educators, developing and shaping our future generations is a big job, leaving little time for personal financial planning. That’s why we updated this educational resource to give your employees information that will help them make empowered choices.

Financially stable employees are 2x more likely to be engaged at work compared to those facing financial difficulties.*

Companies that provide comprehensive financial wellness programs also report a 20% higher employee retention rate.**

Retirement Homeroom is full of features and functionality to help you inform - and empower- your employees.

Encourage your staff to visit RetirementHomeroom.com to ensure they are on their way to being financially stable.

Contact me to talk about how I can help!

[Agent Name]
[Agency Name]
[Business Address]
[Agent Phone #]
[Agent Email Address]
[(If in CA or AR) State Insurance Lic. #:]

LifeChanger of the Year
We all know teachers and school district employees who inspire us and go above and beyond for their students.

LifeChanger of the Year is an annual program recognizing K-12 educators and school employees across the country. Our program celebrates those who are making a significant difference in the lives of students by exemplifying excellence, positive influence and leadership. Nominations are now being accepted.

Learn More About LifeChanger and Nominate!

One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com

Products issued by:
National Life Insurance Company^®
Life Insurance Company of the Southwest^®

This is an advertisement. To be removed from future mailings, please enter your email address here: www.nationallife.com/unsub

*Origin, Financial Wellness Stats for 2024, July 2024

**Forbes Advisor, Key HR Statistics and Trends in 2024

National Life Group^® is a trade name of National Life Insurance Company, Montpelier, VT, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.

National Life Group and its agents are neither affiliated with nor endorsed by any state retirement plan, school system or government agency.

No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value

Not insured by any federal or state government agency

Guarantees are dependent upon the claims-paying ability of the issuing company.

TC7564365(0125)3 | Cat No 107868(0125)