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National Life Group logo
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getFIT: A workout worth doing

You know you need a routine to stay healthy, in the same way, you can develop a financial fitness plan. A plan can make financial security a reality.

Start with something simple*

savings accumulated chart. $5 lottery ticket x7 = $35/month, in 20 years that is $11,468 saved!

Small contributions can add up.

  • Longest standing issuer of indexed annuities.1
  • #1 provider of indexed annuities in employer plans, including 403(b) & 457(b).2
  • Company that offers retirement solutions with guarantees that provide income for a lifetime.3

Agent Name
DBA/Legal Entity Name
P: xxx-xxx-xxxx
Email Address
[CA/AR] Insurance Lic. #

Get Energized Today.

Build your savings to create a Financially Independent Tomorrow.
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.

* All figures assume a 3% annual rate of return compounded monthly and do not include any matching contributions made by an employer which are available in some qualified retirement plans. This is a hypothetical example for illustrative purposes only - not representative of any particular investment.

A Fixed Indexed Annuity (FIA) is a fixed annuity whose interest is determined by the performance of a specified index of the market. Unlike traditional fixed annuities, the policy owner may receive zero interest for a single period on a specific premium payment if the index performs poorly. However, with most designs, the premiums are protected and guaranteed to grow over time, and the owner of a fixed indexed annuity may experience better interest crediting than a traditional fixed annuity during periods when the market performs well. Indexed annuities do not directly participate in any stock or equity investments. Most FIAs permit owners to participate in only a stated percentage of an increase in an index and also impose a "cap rate" that represents the maximum annual account value percentage increase allowed to contract owners. Because they are meant for long-term accumulation, most annuities have surrender charges that are assessed during the early years of the contract if the contract owner surrenders the annuity. In addition, withdrawals prior to age 59 1/2 may be subject to a 10% Federal Tax Penalty. All withdrawals from an annuity purchased with non-qualified monies are taxable as ordinary income only to the extent there is a gain in the policy. Riders may be optional, available at additional cost, and may not be available on all products or in all states. Assuming no withdrawals made during the surrender charge period and no rider charges. Rider charges continue to be deducted regardless of whether interest is credited. This is not a solicitation of any specific annuity contract.

1. Insurance New Net, FIAs at Age 20, 2015

2. LIMRA LOMA U.S. Individual Annuities Sales Survey, Participant's Report, Q4 2025

Buying an annuity within a tax-deferred retirement plan does not offer extra tax benefits. If considering an annuity within a retirement plan, base your purchase decision on the annuity's other features and benefits, as well as its risks and costs, not its tax benefits, as annuities may be subject to additional fees and expenses to which other tax-qualified plan funding vehicles may not be subject. An investment cannot be made directly into an index. National Life Group and its agents are neither affiliated with nor endorsed by any state retirement plan, school system or government agency.

3. Guarantees are dependent on the claims paying ability of the issuing Company.

Guaranteed lifetime income may be provided either by annuitizing an annuity, or through purchasing an annuity with an income rider. Riders are supplemental benefits that can be added to an annuity and rider charges continue to be deducted regardless of whether interest is credited. Guaranteed lifetime income riders may be optional, may require additional premium and may not be available in all states or on all products. Indexed annuities do not directly participate in any stock or equity investments.
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.

TC8939581(0526)1 | Cat No 103484(0626)