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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.
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Agents/RRs/IARs – Please use the following email subject line: It's Never Too Late: Start Saving for Your Future Today
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Hello [Client Name],
Get an Immediate 5% Bonus on All Premiums
in the First 8 Years
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Feeling like you’ve started saving for retirement a bit late? Don’t worry, you may still be able to catch up and help secure your financial future!
If you want to give your retirement an extra boost, check out Flex Secure Growth Bonus indexed annuity.
An indexed annuity is a type of annuity that offers growth potential based on the performance of a specified market index, while helping protect your money from market declines.
This annuity includes benefits such as:
- Immediate bonuses: Get a 5% bonus on all premiums in the first 8 years.
- Upside potential: Take advantage of gains in the value of a chosen index to grow the value of your annuity tax deferred.
- Downside protection: Your premiums and interest earned are protected from declines in the value of your chosen index with a 0% floor.
- Flexible premiums: Start with as little as $100/month. Even when you’re behind, small steps can make a difference.
- Penalty-free withdrawals: Access up to 10% of your annuity's 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.
Flex Secure Growth Bonus may be a great way to save for retirement while enjoying the benefits of a flexible premium indexed annuity.
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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.#:]
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Products issued by:
Life Insurance Company of the Southwest®
This is an advertisement.
Want to be removed from future mailings? Unsubscribe here.
See your policy for full details about withdrawal charges, bonus recapture, and the Market Value Adjustment (MVA). Withdrawal charges will be deducted and a MVA will apply to withdrawals over the penalty-free withdrawal amount for the first 10 policy years. The MVA may be a positive or negative adjustment. Early withdrawals of taxable amounts from an annuity are subject to ordinary income tax, and, if taken before age 59 1/2, may be subject to a 10% IRS penalty. Some states impose a premium tax on annuities. This tax may be applied at the time of purchase, upon withdrawal, or when income payments begin. If applicable, the tax may be deducted from your policy benefits.
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. Oregon does not charge a premium tax.
Flex Secure Growth Bonus 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.
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
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Not insured by any federal or state government agency
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Guarantees are dependent upon the claims-paying ability of the issuing company.
| TC9157647(1026)3 |
Cat No 108102(1026) |
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