Consumer
Resources
In addition to the PowerPoint presentations, we have created the following resources that support the information contained in the presentations. These resources are approved for use with consumers, so you may share with your clients and prospects.
Supporting Materials
Protect Your Most Valuable Assets: Prepare Your Business for the Unpredictable
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
Brochures & Flyers
Guide to Business Succession Planning
Cat No. 106785
Buy Sell for Business Owners
Cat No. 67839
Key Person Protection
Cat No. 104787
Secure Your Future: How a Tax-Favored Retirement Plan can Benefit Your Business While Maintaining Flexibility
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
Brochures & Flyers
Strategic Advantage for Business Owners: Maximizing Your Tax Deductions while Saving for Your Retirement
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
Brochures & Flyers
Staying Successful: Effective Benefit Strategies to Retain and Reward Your Best Talent
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
Brochures & Flyers
Nonqualified Deferred Compensation Plans
Cat No. 106730
Executive Bonus Plans
Cat No. 69735
Guide to Nonqualified Employee Benefit Plans
Cat No. 63868
Split Dollar Under the Economic Benefit Regime
Cat No. 63881
Putting Your Priorities in Order: Estate Planning Essentials
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
Estate Planning for Foreign Nationals
Cat No 107485
Brochures & Flyers
Estate Planning Basics | The Foundation of Estate Planning
Cat No. 106826
Estate Planning Assessment
Cat No. 106344
Pillars of Estate Planning
Cat No. 108107
Planning for Foreign Nationals brochure
Cat No. 103418
Securing Your Legacy for the Future: Estate Planning with Trusts
Videos
HTML Emails
In progress
Brochures & Flyers
Irrevocable Trusts and Life Insurance
Cat No. 106118
Survivorship Standby Trusts
Cat No. 106010
Trust-Owned Life Insurance and Living Benefits
Cat No. 107346
Life Insurance and Your Estate Plan: Protect, Preserve, and Pass on Your Legacy
Videos
HTML Emails
Life Insurance could be the Missing Piece of Your Estate Planning Puzzle
Cat No 107458
Brochures & Flyers
Charitable Planning and Life Insurance
Cat No. 107400
Uses of Life Insurance in Estate Planning
Cat No. 106489
Protecting Your Wealth with Confidence: Annuities Explained
Videos
In progress
HTML Emails
Brochures & Flyers
Demystifying IRA Required Distributions: What Everyone Needs to Know
Videos
In progress
HTML Emails
Brochures & Flyers
Advanced Markets on the Agent Portal
Please visit the Advanced Markets section of the Agent Portal for all of the agent and consumer resources developed for you by the Advanced Sales team. We are located on the Agent Portal under the Marketing tab.
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
TC8681152(1225)3 | Cat No 107967(1225)