To support your success, National Life Group offers two programs:
Slot Bonus
Get rewarded for opening new or dormant payroll slots
Premium Increase
Earn full commissions and conference credits for growing existing policies
Slot Bonus Program for 403(b), 403(b)(9) & 457(b) Plans
National Life Group slot bonus program is built with a long-term goal of client acquisition and continued plan sponsor penetration. This structure is in place to encourage new slot openings and prolonged consistent application submissions over time. Opening a new slot and/or activating a dormant slot can make you eligible to participate in the slot bonus program.
Retirement Services pre-approval is required for both new slot and dormant slot programs. Contact the Retirement Services Relationship Team to determine eligibility and rules of engagement.
Boost your Bottom Line with the Premium Increase Program (PIP)
The Premium Increase Program (PIP) is designed to reward good client service. When you take the time to check in with clients, conduct policy reviews and bolster their retirement preparedness with premium increases, you do good by your clients.
To reward the good that you do, each time you initiate a qualifying increase to an existing flexible premium annuity policy or initiate a qualifying lump-sum increase, you earn full commission on the increase as well as credits to National Life Group-sponsored conferences. The more you add to your existing flows, the more credits you earn.
Additional Tools & Resources are available on the Agent Portal.
To go there directly:
Don’t know who to contact?
Send an email to the team at RetirementServices1@NationalLife.com
or call 866-243-7174
Source: IRS 2025
* This hypothetical example is used for illustrative purposes only. Actual results will vary.
** Please ensure you follow state and National Life Group rules regarding client testimonials and how/where they may be used.
- The index strategies of fixed indexed annuities credit interest based in part on the change in a market index such as this one. Indexed annuities do not directly participate in any stock or equity investments. When discussing this or other index strategies with your client, explain that this is not an investment in the market and that this is a method for crediting interest and disclose any cap, participation rate or threshold that will apply. For an Index with volatility control and the additional costs deducted from the Index value, the positive Index value change may be less than that of similar indices that do not include volatility control and do not deduct these costs. When included in a fixed indexed annuity with the protection of a 0% or 1% floor, the benefit of reduced downside will not be realized for index returns below 0% or 1%. Indexed annuities do not directly participate in any stock or equity investments. This is not a solicitation of any specific annuity contract. Guarantees are dependent upon the claims-paying ability of the issuing company. Assuming no withdrawals made during the surrender charge period and no rider charges.
- Guaranteed Lifetime Income Riders (GLIRs) are only available to purchase on Life Insurance Company of the Southwest (LSW) fixed indexed annuities. Riders are an optional benefit for which premium is charged, are available at issue only, and may not be available in all states.
Registered Representatives and Investment Adviser Representatives of, and securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC. Equity Services, Inc. is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company (NLIC). National Life Group® (NLG) is a trade name of NLIC, Montpelier VT, Life Insurance Company of the Southwest (LSW), Addison TX and its affiliates. Each company 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. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc
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
TC8049010(0625)3 | Cat No 108134(0625)