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Hello [Client],


Save for Retirement With Flexibility and Protection

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If you’re looking to save for retirement with flexibility and downside protection, Flex Secure Growth indexed annuity could be a great fit.

  • Flexible premiums: Start with as little as $100/month. Remember: Big wins start small!
  • Upside potential: Take advantage of gains in the value of a chosen index to help grow the value of your annuity tax deferred.
  • Index choices: Select one or more index crediting options, including Trigger Rate Lock and Cap Rate Lock for greater predictability when your chosen market index performs positively.
  • Downside protection: Your premiums and interest earned are protected when the value of your chosen index declines with a 0% floor.
  • Follow your timeline: Keep your annuity for 5, 7, or 10 years (or longer).
  • Penalty-free withdrawals: Access up to 10% of your cash value, starting in year 2. Withdrawal charges may also be waived if you have a qualifying chronic illness, terminal illness or injury, or need for extended nursing care.

I’d love to see if this might be a good fit for your retirement goals. Reply to this email or give me a call to learn more.

[Agent Name]
[Agency Name]
[Business Address]
[Agent Phone #]
[Agent Email Address]
[(if in CA or AR) State Insurance Lic.#:]
One National Life Drive, Montpelier, VT 05604 | www.NationalLife.com
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Products issued by:

Life Insurance Company of the Southwest®



This is an advertisement.

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Indexed annuities do not directly participate in the market, market indexes, or any stock or equity investments.

An indexed annuity’s 0% floor ensures that if index growth is negative during a crediting period, the interest credited to that strategy will not be less than 0%. This helps protect your premiums and any interest already credited from market declines. However, rider charges will still be deducted, even if no interest is credited.

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.

Flex Secure Growth Fixed indexed annuity, form series 20934(0124)/ICC24-20934(0124) or state variations thereof, are issued by Life Insurance Company of the Southwest. Additional form numbers for policy riders are included within link to advertising.

Early withdrawals of taxable amounts from an annuity are subject to ordinary income tax, and, if taken before age 59½, may be subject to a 10% IRS penalty.

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.
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.
TC9157611(1026)3 Cat No 108101(1026)