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Hello [Client Name],
When it comes to retirement, it’s not just about replacing your paycheck — it’s about being prepared for the unexpected.
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That’s why I want to tell you about a feature available with annuities issued by the companies of National Life Group that provide guaranteed lifetime income.
Income Multiplier is designed to increase the income you’re receiving if your needs change due to health events later in life.
How it can help:
- Increase your income when it matters most: Receive 2× income (single life) or 1.5× (joint life) if eligible
- Support through health challenges: Designed for situations like qualifying chronic illness or a need for extended nursing care
- Confidence in Retirement: Helps ensure your income can adjust if life takes an unexpected turn
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If you’re interested in learning how this could fit into your retirement planning, I’d be happy to connect.
[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®
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A fixed indexed annuity (FIA) is a type of annuity that offers income potential based on the performance of a specified market index, while helping protect your money from market declines. Indexed annuities do not directly participate in the market, market indexes, or any stock or equity investments. Guarantees are dependent upon the claims-paying ability of the issuing company.
Guaranteed lifetime income may be provided either by annuitizing an annuity, or through an annuity income rider. Riders are additional features that may come with a cost and aren’t available on every product or in every state. This is not a solicitation of any specific annuity. If available in your state, the nursing care, terminal illness, and chronic illness waiver riders may provide access to a portion of your accumulation value without penalty, starting in year 2. See your policy for qualifying events.
Agents are independent contractors and are not employees of any National Life Group entity.
Guaranteed Lifetime Withdrawal Benefit (w-Charge), form series 20835(0326)GLWB/ICC26-20835(0326)GLWB, Enhanced Benefit Rider - Single Life, form series 21042(0326) IBS/ICC26-21042(0326)EIBS, Enhanced Benefit Rider - Joint Life, form series 21043(0326)EIBJ/ICC26-21043(0326)EIBJ.
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.
TC8959201(0626)1 | Cat No 109142(0826)
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