Consumer
Resources
In addition to the PowerPoint presentations, we have created many consumer-approved resources for you to share with your clients and prospects. These resources are contained within the following categories:
Consumer Videos
The following is our library of videos that have been approved for use with consumers. There are also HTML emails for you to use if you want to send these out to your prospects and clients. These HTML emails are separate from the ones associated with the hosting of a client appreciation event/webinar. Note that some of the HTML emails contain more than one video.
Planning Strategies for Business Owners
Videos:
HTML Emails:
Insure against Uncertainties. Ensure the Continuation of Your Business
Cat No 107288
Are You Insuring Your Business’ Most Valuable Asset?
Cat No 107289
Retirement Planning for Small Business Owners
Videos:
HTML Emails:
Are You Missing the Business Opportunity that Gives You’re a Critical Competitive Edge?
Cat No 107167
Your Business is Not One-Dimensional. Make Sure Your Retirement Plan Isn’t Either.
Cat No 107166
Strategies to Recruit, Reward, and Retain Key Employees
Videos:
HTML Emails:
Keep Top Talent Driving the Success of YOUR Business, Not the Competition!
Cat No 107293
Executive Bonus Plans Help You Stand Apart from the Competition
Cat No 107291
Share the Cost of Life Insurance while Ensuring You Retain Your Business’ Top Talent
Cat No 107290
A Promise to Your Top Talent
Cat No 107292
Estate Planning Strategies
Videos:
HTML Emails:
Steps for Safeguarding Your Family
Cat No 107491
Why EVERYONE Needs an Estate Plan
Cat No 107214
A Strategy to Build and Protect Your Legacy
Cat No 107490
Secure Your Legacy
Cat No 107333
Business Owners | Estate Equalization
Cat No 107458
Foreign Nationals | Enhance Your Estate Plan with U.S. Life Insurance
Cat No 107485
Consumer Brochures
The following is our library of flyers and brochures that have been approved for use with consumers.
General
2025 Tax Reference Guide
Cat No. 66629
Happy Legislative Birthday Infographic
Cat No. 107402
Gift For Life
Cat No. 104305
Planning Strategies for Business Owners
Guide to Business Succession Planning
Cat No. 106785
Buy Sell for Business Owners
Cat No. 67839
Key Person Protection
Cat No. 104787
The Executive MultiLife Program
Cat No. 103332
SECURE Act Tax Credits for Business Owners
Cat No. 106706
Retirement Planning for Small Business Owners
199A: Turning Tax Losers into Tax Winners
Cat No. 103792
Section 199A and Your Business
Cat No. 103940
Strategies to Recruit, Reward, and Retain Key Employees
Nonqualified Deferred Compensation Plans
Cat No. 106730
Executive Bonus Plans
Cat No. 69735
Guide to Accounting for Business Owned Life Insurance
Cat No. 64493
Guide to Nonqualified Employee Benefit Plans
Cat No. 63868
Split Dollar Under the Economic Benefit Regime
Cat No. 63881
Split Dollar Under the Loan Regime
Cat No. 69736
Estate Planning Strategies
Estate Planning Basics | The Foundation of Estate Planning
Cat No. 106826
Charitable Planning and Life Insurance
Cat No. 107400
Legacy IRA Strategy
Cat No. 105864
Special Planning for Special Needs
Cat No. 107681
Trust-Owned Life Insurance and Living Benefits
Cat No. 107346
Uses of Life Insurance in Estate Planning
Cat No. 106489
Planning For Foreign Nationals
Cat No. 103418
Planning For Foreign Nationals – Chinese
Cat No. 103570
Planning For Foreign Nationals – Spanish
Cat No. 103571
Advanced Markets Resource Center
We are very excited to be able to offer our agents with access to Advanced Markets Resource Center. You can access this resource via this link or on the Advanced Market’s homepage on the Agent Portal.
Advanced Markets Resource Center homepage.
This resource provides you access to point-of-sale compliance approved marketing materials in AMO Salesmaker on advanced markets topics such as estate planning, retirement planning, and charitable giving.
Under AMO Documents, there are many sample legal agreements for use by your client’s legal advisors for business insurance planning, estate planning, retirement planning, and charitable giving.
National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison, TX, and affiliates. Each company of National Life Group® is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in NY and does not conduct insurance business in NY. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of NLIC.
Home Office: One National Life Drive, Montpelier, VT 05604 | (800) 344-7437 | www.nationallife.com
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.
FOR AGENT USE ONLY – NOT FOR USE WITH THE PUBLIC
TC7949039(0525)3 | Cat No 107967(0525)