108137(0425)_FIA Secure Your Employees Retirement Plan Sponsor Email Template

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Secure Your Retirement

Dear [Recipient's Name],

In today's volatile financial environment, protecting your retirement savings is crucial. A National Life Group Fixed Indexed Annuity (FIA) offers a secure way to grow your contributions while safeguarding your policy value.

A Fixed Indexed Annuity is a type of annuity that combines upside potential while safeguarding your policy value from downturns in the market.¹

Key Benefits of FIAs

Principal Protection: Your contributions are shielded from market losses, giving you peace of mind.
Upside Potential: Interest is credited based on the performance of a specified market index.
Predictable Income: Certain FIAs offer a rider that can be turned into guaranteed lifetime income², ensuring you retire securely.

Would you like to learn more about how National Life Groups FIAs can provide stability and peace of mind?

Contact me today!

[RR/IAR Name]
[Agency Name]
[Business Address]
[Phone #]
[Email]
[(If in CA or AR) State Insurance Lic. #:]
[Calendly link if applicable]

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.

National Life Group^® is a trade name of National Life Insurance Company, Montpelier, VT, Life Insurance Company of the Southwest, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

1 Assuming no withdrawals during the withdrawal charge period. Rider charges continue to be deducted regardless of whether interest is credited. Indexed annuities do not directly participate in any stock or equity investments.

2 Guaranteed lifetime income may be provided either by annuitizing an annuity, or through an annuity income rider. Riders are supplemental benefits that can be added to an annuity. Riders may be optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific annuity.

Because they are meant for long-term accumulation, most annuities have surrender charges that are assessed during the early years of the contract if the contract owner surrenders the annuity. In addition, withdrawals prior to age 59 ½ may be subject to a 10% Federal Tax Penalty. The guarantees of annuity contracts are contingent on the claims-paying ability of the issuing insurance company. All withdrawals from an annuity purchased with non-qualified monies are taxable as ordinary income only to the extent there is a gain in the policy. Assuming no withdrawals made during the surrender charge period and no rider charges.

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.

TC7857376(0425)3 | Cat No 108136(0425)