National Life Group Announces Retention Increase to $8 Million, Providing Additional Flexibility for Large Case Life Insurance Policies

ADDISON, Texas - (May 21, 2026) In a decision that supports its continued growth in the high-net-worth life insurance market, National Life Group announced it has increased its large case retention from $2 million to $8 million effective immediately.

“A four-fold increase to our retention will enable our agents to provide more robust solutions to their high-net-worth clients,” said Kristin Cook, Senior Vice President, Life Underwriting and Business Development. “It’s yet another opportunity for National Life Group to help ensure our policyowners have the financial security they need.”

In addition to increasing retention, National Life Group continues to provide concierge-level service for large case life insurance policies with:

• Direct access to 20 experienced, large case underwriters
• Expedited processing
• Underwriting expertise and talent with 250+ years of collective experience
• The ability to aggregate $100 million of capacity
• Underwriting quotes in 3-5 business days
• Informal submission using Paperclip

A higher retention posture allows National Life Group to proactively grow in the large case market which, according to LIMRA’s State of the Market, Life and Annuity 2025 study, grew by 37.6% last year.

About National Life Group

National Life Group has been keeping promises since 1848, providing access to flexible, secure life insurance and annuities for families, businesses, educators, and first responders nationwide. With an independent, entrepreneurial spirit, our values are to “Do good, Be good, Make good” for our customers, agents, employees, and the communities we serve. Learn more at NationalLife.com.

Contact: Beth Rusnock, corporate communications, National Life Group, 802-522-4067.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT founded in 1848, Life Insurance Company of the Southwest (LSW), Addison, TX chartered in 1955, and its affiliates. Each company is solely responsible for its own financial condition and contractual obligations. LSW is not an authorized insurer in New York and does not conduct insurance business in New York. NLIC, the flagship of National Life Group was founded in 1848, and all references to 1848 are attributable to NLIC.

Products are issued by National Life Insurance Company and Life Insurance Company of the Southwest.

TC8928255(0526)1

National Life Insurance Company • Life Insurance Company of the Southwest
Administrative Office: One National Life Drive • Montpelier, Vermont 05604 • NationalLife.com