National Life Group is a diversified family of financial service companies that has successfully forged a strong identity as a product innovator offering personalized service. Companies in the group offer a comprehensive portfolio of life insurance, annuity and investment products to help individuals, families and businesses pursue their financial goals.

National Life Group, a Fortune 1000 company, serves more than 700,000 customers. With 2007 revenue of $1.4 billion and net income of $109 million, members of National Life Group employ roughly 900 employees, with most located at its home office in Montpelier, Vermont. Group companies also maintain offices in Dallas, New York, San Francisco, and Philadelphia.

The Group is made up of its flagship company, National Life Insurance Company, founded in Montpelier, Vermont in 1848; Life Insurance Company of the Southwest, Dallas, Texas, and Sentinel Investments, Equity Services, Inc. and National Retirement Plan Advisors, all based in Montpelier. View our Corporate Brochure.

Our History

National Life celebrates its Vermont roots. We believe National Life has prospered over the past 160 years because of - not in spite of - our location. At our core we retain the drive, the sense of purpose and sense of responsibility that prompted our founders in 1848 to create not only one of the first mutual life insurance companies in the United States, but the first with a national vision. Please visit our National Life Archive Website to learn more.

Our Values

At National Life Group we are driven by one word: Commitment. Our commitment to integrity is the bedrock value on which our company was founded; our commitment to our customers is our steadfast and primary responsibility, while our joint commitment to financial strength and profitable growth ensures we can deliver on our promises to our customers. Our commitment to our employees is without question: We understand our greatest asset is our people and we strive to be the company of choice for high quality employees.

We are committed to our environment: For decades we have been working to conserve and save the environment and in the past five years we have implemented an ambitious, multi-faceted project to turn our Montpelier headquarters into a green campus that now includes the largest solar electricity project in Vermont.

We are committed to our community: We take seriously our debt to Vermont for 160 years of support, and we work to show our gratitude by improving the quality of life wherever we see an opportunity. In 2007 National Life and the National Life Group Charitable Foundation donated to more than 100 nonprofit organizations that provide Vermonters with homes, heat, health, education, the arts and recreation.

Learn more about our Vision and Values.

Our Companies

National Life Insurance Company

The flagship of the enterprise, National Life Insurance Company, was established in Montpelier, Vermont in 1848 and is licensed in all 50 states and the District of Columbia. From its very beginnings, National Life has been one of the innovators of life insurance in America, having introduced a number of improvements that are now regular features of policies sold by a number of insurers. Over the years, the company has made available a variety of new types of coverage and provided progressive improvements in underwriting and service practices. Please visit the National Life Archive Website to learn more.

Equity Services, Inc.

Equity Services, Inc. (ESI), member FINRA/SIPC, is a broker/dealer and Registered Investment Advisor affiliate of National Life Insurance Company offering an extensive line of financial products and services including mutual funds, unit investment trusts, stock and bond trading, public and private limited partnerships, real estate investment trusts, variable annuities and asset management services. Since its founding in 1968, ESI has been committed to making investing as successful as possible for clients while also recognizing that today's investing environment is one of constantly increasing complexity. ESI's high quality products and services are designed to form the critical foundation required for its representatives and clients to implement sophisticated planning and investing strategies which take advantage of today's opportunities while carefully managing risk.

Life Insurance Company of the Southwest

Life Insurance Company of the Southwest (LSW) based in Dallas, Texas is a wholly-owned subsidiary of National Life Insurance Company and recognized as an industry leader in annuity and life insurance products. LSW offers single premium and flexible premium annuities in versions designed for both the qualified and non-qualified markets. The company is a leading writer of indexed annuities, one of the most dynamic and innovative new insurance products in many years. In addition to its annuity products, LSW also offers universal life, indexed universal life and term insurance. A hallmark of LSW’s life products are their living benefits, including terminal, chronic, and critical illness riders. Frequently referred to as “life insurance you do not have to die to use,” LSW’s combination of sound life insurance products and comprehensive riders can provide financial security to individuals, families, and business owners. Established in 1955, LSW’s mission is to provide secure insurance and annuity products that policyholders can depend on regardless of market conditions. LSW is licensed to solicit business in all states but New York.

National Retirement Plan Advisors

National Retirement Plan Advisors (NRPA) offers the benefit of 65 years of experience and provides clients with comprehensive retirement plan services. National Retirement Plan Advisors assist in the design phase of qualified retirement planning and provide administration services for a variety of plan types -- covering the entire spectrum of retirement plan administration from plan inception to termination.

Sentinel Investments

Sentinel Investments manages approximately $18 billion in mutual funds and institutional accounts. Sentinel Funds has a history that dates back nearly 75 years with the launch of its flagship fund, the Sentinel Common Stock Fund. Sentinel Investments offers the Sentinel family of mutual funds, as well as retirement plan solutions and institutional investment management. The company is headquartered in Montpelier, with offices in New York, Philadelphia and San Francisco. Sentinel Investments is the unifying brand name for Sentinel Asset Management, Inc., Sentinel Financial Services Company and Sentinel Administrative Services, Inc.

National Life Group® is a trade name of National Life Insurance Company and its affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. All companies referenced are affiliated unless otherwise noted.

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Sentinel Funds are distributed by Sentinel Financial Services Company, Member FINRA/SIPC, One National Life Drive, Montpelier, Vermont 05604 (800)233-4332. Sentinel Funds shares are offered by prospectus only. Consider a fund’s objectives, risks, charges and expenses carefully before investing. The prospectus contains this and other information and is available from your advisor or Sentinel. Please read it carefully before you invest.