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Agents - please use the subject line: Why Everyone Needs an Estate Plan
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Secure Your Legacy
Engaging in estate planning now can provide a brighter future for your heirs.
There are two certainties in life: death and taxes. Unfortunately, the two do not function independently.
In the absence of proper planning, your estate may be subject to federal estate taxes as high as 40%, significantly reducing the legacy left to your heirs. And, with tax law changes on the horizon, even more individuals may soon face this problem.
Fortunately, life insurance can be part of the solution – helping to leave a greater legacy for your heirs! Learn more by watching the videos below.
Avoid The Transfer Tax Trap!
Don’t Let this Coupon Expire!
Take the steps now to establish a secure estate plan to protect yourself and your family.
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To Learn More Contact Me Today.
[Agent Name]
[Agency Name]
[Business Address]
[Agent Phone #]
[Agent Email Address]
[(If in CA or AR) State Insurance Lic. #:]
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| One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com |
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Products issued by:
National Life Insurance Company®
Life Insurance Company of the Southwest®
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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.
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No bank or credit union guarantee | Not a deposit | Not FDIC/NCUA insured | May lose value |
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Not insured by any federal or state government agency |
Guarantees are dependent upon the claims-paying ability of the issuing company.
TC141179(0424)3 | Cat No 107333(0424)
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