NLGateway

Five seminars, presenting a holistic, comprehensive, A to Z financial education program. Providing the knowledge you need to take control of your financial success. Attend all five or only courses which fit your needs. Please review the following list of seminars:

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Financial Fundamentals

Learn to identify the Roadblocks to Financial Success, while also discovering the Keys to achieving Financial Success. This interesting and informative seminar will cover the core financial concepts that help all of us manage our day-to-day finances, as well as our long-term plans for retirement.

Instructor:
R. Lou Martinez, Senior Business Development Associate, and Investment Adviser Representative of Equity Services, Inc.

Vermont

TEXAS

Financial Risk Protection

It is important to protect yourself, your loved ones and your retirement nest egg. Learn the basics of life insurance and annuities along with different types and uses of each. As we tell our customers, life insurance is more than just a death benefit and an annuity can help ensure you don’t outlive your retirement income. Find out how you can make insurance and or annuities work for you.

Instructor:
Dan Randall, Vice President of Product Management and a Registered Representative and Investment Adviser Representative of Equity Services, Inc.

Vermont

TEXAS

Investing for Retirement

Most Americans are not saving enough for retirement. Even if we have a practical understanding of investments, we tend to think of others first and forget to take care of ourselves. Learn the advantages of a company-sponsored 401(k) plan and other investment options. Learn how to invest your money, and how you can customize plans to meet your needs.

Instructor:
Jeff Wood, Senior VP, Business Development and Advisory Services and Registered Principal at Equity Services, Inc.

Vermont

TEXAS

Estate Planning

Estate Planning is not just for the high net worth individuals. It is for anyone who owns personal property. Learn how estate planning can help you for not only establishing and planning who will get what property, but how it will help should you find yourself in a situation where you may no longer be able to care for yourself or are unable to make decisions for yourself.

Vermont Instructor: Matt Ryan, Director, Advanced Sales Attorney
Texas Instructor: Desiree Day, Senior Internal Sales Assoc, Strategic Accounts & Sales

Vermont

TEXAS

If you have any questions about these programs, please reach out to the instructor or contact Michele Granitz in VT at ext 7161 or Dena Jackson in TX at ext 9285.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest (LSW), Addison TX and their affiliates. Each company is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in NY and does not conduct business in NY. Equity Serivces, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment affiliate of NLIC. 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.

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