Agent instructions - please remove these instructions before submitting this email for advertising review:
Agents please use the subject line: Securing Your Legacy for the Future: Estate Planning with Trusts
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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Secure Your Future & Protect Your Loved Ones
Dear [First Name],
Estate planning isn’t just about wealth — it’s about ensuring your wishes are honored, protecting your loved ones, and securing your assets for the future. A living trust can be a powerful tool in this process, helping you avoid probate, preserve your privacy, and maintain control over how your assets are distributed.
Join us for an informative webinar where we’ll cover the role of a living trust in securing your financial future.
What You'll Learn:
- The difference between a will and a living trust — and why you might need both
- The benefits of a living trust including avoiding probate and protecting assets
- Common estate planning mistakes and how to avoid them
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Date: [Insert Date]
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Time: [Insert Time}
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Location: Address/Online (Link provided upon registration)
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Planning ahead gives you peace of mind and ensures your legacy is protected. Reserve your spot today!
Register Here: [insert link]
If you’d like to learn about the topic before our webinar/seminar, check out the following video(s):
We look forward to helping you navigate through trust planning!
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.
TC7710344(0325)3 | Cat No 107970(0325)
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