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(April 23, 2007) Montpelier, VT — National Life Group insurance companies have introduced
two new and highly innovative indexed universal life (IUL) products targeting Baby Boomers
and business owners heading towards retirement. With more than 10 years managing indexed
portfolios, these companies are seasoned and recognized leaders in the IUL marketplace. Ultra
Select and SecurePlus® Paragon are underwritten by National Life Insurance Company and Life
Insurance Company of the Southwest, respectively.
“To assist retirees with their needs, these competitive products allow clients to access their death
benefits while they are living through accelerated benefit riders should they become chronically
or critically ill,” said Mehran Assadi, president of the Life and Annuity Division of the National
Life Group. “In addition, both life insurance products can build cash value to help with post retirement
expenses.”
In the business market, these indexed universal life (IUL) products are ideal for premium
financing and funding buy-sell and key person insurance with the new Balance Sheet Benefit
Rider. Both products offer five interest crediting strategies with 100 percent Participation Rates
or No Cap Guaranteed options. There is also a 2.5 percent guaranteed minimum interest rate
over the life of the policy upon full surrender of the policy or death.
These new IUL products support the companies’ Personal and Business Financial Life Cycle
programs that integrate their competitive products, sales materials and illustration system. “Ultra
Select and SecurePlus® Paragon complement our focus on both the business and retirement needs
of clients,” said Matt DeSantos, National Life Group’s vice president of Marketing for the Life
and Annuity Division. “Baby Boomers are looking for new solutions to the age-old questions of
‘can I afford to retire’ and ‘will I outlive my savings?’ Our IUL products are excellent insurance
products to support the three phases of retirement: accumulation, distribution, and wealth
transfer.”
National Life Group is a diversified family of financial service companies made up of its
flagship company, National Life Insurance Company, founded in Montpelier, Vermont in 1850,
Life Insurance Company of the Southwest, Dallas, Texas, Sentinel Asset Management Inc.,
Equity Services, Inc. and National Retirement Plan Advisors Inc., all located in Montpelier,
Vermont. Companies in the group offer a comprehensive portfolio of life insurance, annuity and
equity* products to help individuals, families and businesses pursue their financial goals.
National Life Insurance Company is licensed in all 50 states and the District of Columbia. Life Insurance Company of the
Southwest is licensed in all states except New York and does not offer insurance in New York. Guarantees are dependent upon
the claims-paying ability of the issuing insurance company. National Life Group is a tradename of National Life Insurance
Company and its affiliates. Each company of the National Life Group is solely responsible for its own contractual obligations.
Ultra Select form series numbers are 8385/8386/8385ID(1206)/8386ID(1206). SecurePlus® Paragon form series numbers are
8387(0606)8387ID(0606). Ultra Select and SecurePlus® Paragon may not be available in all states. Riders are optional and may
not be available in all states. Policy loans and withdrawals and receipt of accelerated benefits will reduce the policy’s cash value
and death benefit and may result in a taxable event.
* Securities are offered solely through Registered Representatives of Equity Services, Inc., Member NASD/SIPC, One National
Life Drive, Montpelier, Vermont, 05604, 802-229-3900.
TC34416(0407)
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