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SecurePlusVIP401-k

SecurePlusVIP401-k

secureplusgold401-k

secureplusgold401-k

Initiating a loan from the mobile app

To take a loan using the National Life Group app, follow these steps to request funds: 1. Open the app. If you're a new user, register to set up an account. 2. Choose the policy you wish the borrow from. 3. From the Actions drop down, select Request Funds to initiate a loan. 4. Select Continue if you are sure you want to take a loan. 5. On the next screen, you will see how much cash is available for a loan (if any). Enter the loan amount you

Initiating a loan from the online customer portal

To take a loan using the online customer portal, follow these steps to request funds: 1. Log in athttps://www.nationallife.com/customer/. If you're a new user, register to set up an account. 2. Under My Policies (left nav), choose the policy you wish the borrow from. 3. Navigate to the Loans tab, where you will see how much cash is available for a loan (if any). 4. Click on Request Funds to initiate a loan. 5. Select Continue if you are sure

Business Owners FAQ Disclosure

Life insurance policy loans and withdrawals reduce the policy's cash value and death benefit and may result in a taxable event. Surrender charges may reduce the policy's cash value in early years.

Business Owners FAQ Disclosure

Life insurance policy loans and withdrawals reduce the policy's cash value and death benefit and may result in a taxable event. Surrender charges may reduce the policy's cash value in early years.

Individuals and Families FAQ Disclosure

Life insurance policy loans and withdrawals reduce the policy's cash value and death benefit and may result in a taxable event. Surrender charges may reduce the policy's cash value in early years. Living Benefits may be provided by optional Accelerated Benefits Riders. Riders are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are

Life Insurance Additional Disclaimers

I know what type of life insurance I want, how do I buy it? Before you can purchase life insurance, you need to qualify for it. We will ask you to provide us with information that we then use in what is called underwriting. This is the process that an insurance company uses to determine risk. Second, all of this information is provided to an underwriter. An underwriter is someone who is specially trained to assess your application and determine

IRA Comparisons

Traditional IRA Roth IRA Who May Contribute An individual who has earned income or whose spouse has earned income An individual who has earned income or whose spouse has earned income Age Limit No age limit No age limit 2025 Annual Contribution

Traditional IRA

With contribution limits increased for people 50 and over, availability to non-working spouses and the possibility of penalty-free withdrawals for certain non-retirement purposes, Traditional IRAs have been an overwhelmingly popular vehicle to help achieve retirement goals for nearly 30 years. Contributions made to this account may be tax-deductible, and any individual who has earned income, or whose spouse has earned income,