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Now is the time to review your current retirement plan and discuss alternatives that may be beneficial for you. I’d like to talk with you about tax-free retirement income.

If you believe you will be in a higher tax bracket when you retire, a Roth Individual Retirement Account (Roth IRA) may be a wise choice to help supplement your retirement savings. Assuming certain conditions are met1, with a Roth IRA you can receive retirement income TAX FREE! That’s right—tax free, and by funding your Roth IRA with an annuity from Life Insurance Company of the Southwest (LSW), you can receive tax-free income for the rest of your life—guaranteed!2 I’d like to talk with you about the details.

I can help you plan for a secure financial future as well as choose a quality product from a great company that was founded on integrity to its policy owners. And one that is part of a group that has been offering great insurance products for over 160 years!

Please call or e-mail me today to set up a time to review your retirement plan. Thank you for trusting in me as your financial planner, and I look forward to helping you retire with confidence.

John Q. Agent
000-000-0000
e-mail address


* To be eligible to make annual contributions, your income cannot exceed certain maximum amounts.

 

Products issued by
Life Insurance Company of the Southwest™

Centralized Mailing Address: One National Life Drive, Montpelier, VT 05604
Administrative Office: 15455 Dallas Pkwy., Ste. 800, Addison, TX 75001
www.NationalLife.com | www.LifeofSouthwest.com | Sales Desk: 800-906-3310

1 Roth IRA plan must be in force 5 years and a qualifying event must be met. Please see Roth IRA brochure for more information.
2 Guarantees are based on the claims paying ability of the issuing company.

National Life Group® is a trade name representing various affiliates that offer a variety of financial service products. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.

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. 10503(1110); LR11380(0111); Cat. No. 101332