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National Life Group Insurance Companies Enhance Indexed Universal Life (IUL)
Portfolio for Small Business Owners
National Life Insurance Company (NLIC) and Life Insurance Company of the Southwest
(LSW), members of National Life Group, are pleased to announce that their complete Indexed
Universal Life portfolio is now available in Qualified Plans allowing even more access to the
small business owner market.
In addition, National Life Group now has a product for the Section 79 market in the state of New
York. NLIC’s Ultra Select is the only indexed universal life product offered in this state that the
company is aware of for Section 79 plans. For non-New York, National Life Group also offers
LSW’s SecurePlus Advantage 79 as a product option for those seeking a policy to meet their
clients’ needs.
“Our producers are always looking for ways to grow their business, and our goal is to provide
them the tools they need,” states Vince Vitiello, Chief Marketing Officer, National Life Group.
“These enhancements to our IUL products have been specifically designed to assist our agents in
the small business owner market, whether they are just entering or in need of boosting their
relationships with existing clients.”
An industry leader, NLIC has been committed to the small business owner market and the sale of
qualified plans since 1939. Since then, member companies of National Life Group have
continued to offer full support and services for the business owner market including access to our
in-house Third Party Administrator (TPA), National Retirement Plan Advisors (NRPA). NRPA,
the proud recipient of Nationwide’s 2008 Pinnacle Award for Excellence, has the expertise,
technology, and knowledge of the latest developments in the constantly changing area of
qualified plan regulations to provide agents and their clients with the best service possible.
To learn more about the National Life Group product portfolio and offered services, please
contact the Life Sales Desk at 888-297-3990.
About National Life Group
National Life Group is a diversified family of financial service companies that has successfully
forged a strong identity as a product innovator. 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
combined 2008 revenue of $1.1 billion, members of National Life Group employ roughly 900
employees, with most located at its home office in Montpelier, VT. Group companies also
maintain offices in Dallas, New York, San Francisco, Boston and Wayne, PA.
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 located
in Montpelier.
Ultra Select Indexed Universal Life, form series 8385/8386, 8385ID(1206)/8386ID(1206), is underwritten by
National Life Insurance Company.
SecurePlus Advantage 79 Indexed Universal Life, form series 8593/8594/8593ID(0708)/8594ID(0708), is
underwritten by Life Insurance Company of the Southwest.
National Life Group® is a trade name representing various affiliates, which offer a variety of financial service
products. Each company of National Life Group is solely responsible for its own financial condition and contractual
obligations.
National Life Insurance Company is licensed to do business in all states and the District of Columbia. Life
Insurance Company of the Southwest is licensed to do business in all states except New York.
Sentinel Investments™ is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset
Management, Inc., and Sentinel Administrative Services, Inc.
*Securities and investment advisory services are offered solely by Equity Services, Inc., Member FINRA/SIPC,
Broker/Dealer and Registered Investment Adviser, One National Life Drive, Montpelier, VT, 05604, 802-229-3900.
Nationwide Investment Services Corporation is independent of Equity Services, Inc. and its affiliates. All other
companies referenced are affiliated.
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