SureRate 2: an excellent solution to today’s environment!

What if your client has a large sum of money but can’t find a good place to put it? You may be thinking a CD is the answer, but instead of allowing your client to put their retirement savings with a bank, consider LSW’s SureRate 2 as a safe harbor, short-term alternative. Not only does it have a two-year Withdrawal Charge Period, but it also pays a higher interest rate than most short-term, fixed products.

By placing your client’s money in this Single Premium Deferred Annuity, you help your client find a short-term annuity for his or her assets, and after the first year, you can liquidate the SureRate 2 into a new LSW flexible premium annuity while getting paid full commission on each transfer of premium!

SureRate 2, a Single Premium Deferred Annuity

  • 2-year Withdrawal Charge Period
  • Interest rate guaranteed1 for first two Policy Years (currently 1% up to $99,000 and 1.15% for $100,000+)2
  • Policy matures in 5 years
  • May be transferred to another LSW annuity without application of Withdrawal Charges after the first Policy Year
  • Low Withdrawal Charges—2% in first year, 1% in second year.

Please call our Annuity Sales Desk at 800-906-3310 or check the website at www.LifeofSouthwest.com for more information.


Products issued by
Life Insurance Company of the Southwest™


Administrative Office: 1300 West Mockingbird Lane, Dallas, Texas 75247
www.NationalLife.com | www.LifeofSouthwest.com | Sales Desk: 800-906-3310


SureRate 2 is Policy Form No. 7852, Life Insurance Company of the Southwest • Dallas, TX 75247
1 Guarantees are based on the claims paying ability of the issuing company.
2 Rates current as of November 1, 2010.

If you use any links provided in this communication to web sites not owned, maintained or hosted by National Life Group companies (“off-sites”), you will leave this site.

Agent Use Only - Not For Use With The Public

Form No. 10448(1110); LR11320(1110)