Qualified Retirement Plan
RESOURCES
Are you interested in offering qualified plans to business owner clients? Listen to why a seasoned agent thinks it’s a no brainer:
Qualified Plans: Advice for AgentsScott Levin
Agent Resources
Consumer Education
Qualified Plan Fact Finder
Cat #63875
Fully Insured 412e3 Defined Benefit Flyer
Cat #64198
Life Insurance Distribution Flyer
Cat #105495
What Type of Qualified Plan Fits Your Business?
How a Qualified Plan can Benefit Your Business
Qualified Plans and the 199A Deduction
Consumer Prospecting
Resource Library
Additional Training
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.
The companies of National Life Group® and their representatives do not offer tax or legal advice. Please encourage your clients to seek tax or legal advice from their appropriate professional advisor.
FOR AGENT USE ONLY - NOT FOR USE WITH THE PUBLIC
TC127468(1223)3 | Cat 106313(1223)