HTML Agent/RR/IAR Instructions – Please remove the following instructions before using this email:

Agents/RRs/IARs – You may use this email without change except to personalize it with your contact information (see below). If you make any changes to this email, you must submit it to the Advertising Guidance Team (AGT) through AdTrax for review and approval prior to use.

Please include your name, physical business address, and email signature (or, if associated with Equity Services, Inc. (ESI), your approved email signature including your ESI disclosures) as part of this email before it is sent. Please note that all disclosures, form/TC #s, and opt-out instructions that appear in this email must be included and not changed. Do not include a website as part of your email signature unless the website has been reviewed and approved by the AGT.

Please be sure to read the resources under Email Marketing found on the agent portal under Training / Compliance / Advertising/Social Media / Telemarketing and Email Solicitation. This provides important information regarding CAN-SPAM requirements and your responsibility to scrub email lists prior to sending any marketing emails.

Agents/RRs/IARs – Please use the following email subject line: Dollars & $ense for Educators: Looking Beyond Social Security for Retirement Income Strategies.

Follow these instructions for create your email:

Click anywhere on the page and select all (Ctrl +A) and copy (Ctrl + C).
Create a new email. Click in the body of the email and paste (CTRL + V) the template into your email.
Follow the compliance instructions above
Send a test copy to yourself or a colleague

Hi [First Name]

Thanks again for registering for our Financial Fitness virtual learning workshop, Looking Beyond Social Security for Retirement Income Strategies. We wanted to send a quick reminder that you have a seat saved for [INSERT DATE AND TIME].

Looking Beyond Social Security for Retirement Income Strategies

[Insert Date, Time]

Get ready to learn the basics of Social Security and how it impacts your financial plan as well as various strategies and financial products that can support your retirement income — all in 30 minutes or less!

Below, you'll find instructions for joining the webinar. We can't wait to see you!

Details

Topic:	"Looking Beyond Social Security for Retirement Income Planning"
Date:	[Insert Date]
Time:	[Insert Time]

How to Join

Please click this link to join the webinar:
[Insert Link to Zoom Webinar here]

If you won't have access to a computer, you can also join by phone:

Phone Number:	[Insert phone number]
Passcode:	[Insert passcode if you have made one]

After entering the passcode, press # again to sign-in as a participant

Reach out to me with any questions.

[Agent Name]
[Business Address]
[Phone]
[Email Address]
[(If in CA or AR) State Insurance Lic. #:]

One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com

Products issued by
National Life Insurance Company^®
Life Insurance Company of the Southwest^®

This is an advertisement.

Want to be removed from future mailings? Unsubscribe here.

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. For advice concerning your own situation, please consult with your appropriate professional advisor. Neither National Life Group nor its representatives are affiliated with any government agency. Information regarding Social Security is provided for educational purposes only and does not replace information provided to you by the Social Security Administration.

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.

TC8076443(0625)3 | Cat No 108319(0326)