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

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Agents please use the subject line: Secure Your Employee’s Retirement

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Secure Your Employee’s Retirement

Dear [Recipient's Name],

In today's volatile financial environment, it's important to offer your employees stable and secure annuity options. A Fixed Indexed Annuity (FIA) can be an ideal solution that can help safeguard their policy value while providing growth potential.

A Fixed Indexed Annuity is a type of annuity that combines upside potential¹ while safeguarding your contributions.

National Life Group works with school districts throughout the country and is the #1 provider of Fixed Indexed Annuity (FIA) in Employer Sponsored Plans².

Why FIAs are Ideal for 403(b) Plans in School Systems

Incorporating FIAs into your districts’ 403(b) plans diversifies annuity options and can improve the districts’ participation rate. Here’s why:

Security for Educators: FIAs offer a secure option for risk-averse educators seeking stable growth without the fear of losing their contributions.
Long-Term Stability: The predictable income from FIAs helps educators plan for retirement with confidence, knowing they have a reliable source of funds.
Enhanced Retirement Planning Strategies: By including FIAs in 403(b) plans, your school district can provide employees with a diversified portfolio that balances growth and security.

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 LIMRA US Individual Annuity Industry Sales Report, 4Q2023

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. Riders are optional, available at additional cost, and may not be available in all states. Assuming no withdrawals made during the surrender charge period and no rider charges. Indexed annuities do not directly participate in any stock or equity investments. This is not a solicitation of any specific annuity contract. Buying an annuity within a tax-deferred retirement plan does not offer extra tax benefits. If considering an annuity within a retirement plan, base your purchase decision on the annuity’s other features and benefits, as well as its risks and costs, not its tax benefits. 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.

TC7857266(0425)3 | Cat No 108137(0425)