Agent instructions - please remove these instructions before submitting this email for advertising review:
Agents please use the subject line: Thank You for Attending! Resources & Next Steps
Agents - please include your email signature (and, if registered with ESI, your securities disclosure) as part of this email when submitting for advertising review and approval. Please note that all disclosures and form numbers that appear must be included in the version you submit for compliance review. Note that you should not include a personal website address as part of your email signature on this marketing unless that site has been reviewed and approved by NLG compliance.
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Dear [First Name],
Thank you for attending our webinar, “Secure Your Future: How a Tax-Favored Retirement Plan can Benefit Your Business While Maintaining Flexibility!” We hope you found the session insightful and valuable in helping you navigate how defined contribution plans can benefit both you and your employees.
As a follow-up, we’re providing the following educational materials for your reference:
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If you have any questions or would like to discuss how these strategies apply to your specific situation, I’d be happy to connect. Let’s schedule a time to chat!
[Insert scheduling link or contact details]
We appreciate your participation and look forward to continuing the conversation.
Best regards,
[Name]
[Agency Name]
[Business Address]
[Phone #]
[Email]
[(If in CA or AR) State Insurance Lic. #:]
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Products issued by:
National Life Insurance Company®
Life Insurance Company of the Southwest®
This is an advertisement.
To be removed from future mailings, please enter your email address here: www.nationallife.com/unsub.
The companies of National Life Group and their representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.
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.
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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.
TC7710313(0325)3 | Cat No 107961(0325)
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