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Date

Policyowner name
Address

 

Dear [Name of Client]:

If you want to live the same lifestyle when you retire as you do now, you will need to plan ahead to be sure your money will last your lifetime. I’d like to talk with you about saving money that can be withdrawn tax-free during retirement. Now is the time to review your current retirement plan and discuss alternatives that may be beneficial for you.

If you believe that:

• You will be in a higher tax bracket when you retire
• You want to leave your heirs with a tax-free inheritance
• You will need a tax-free income stream to maintain your standard of living while not paying taxes on Social Security
• You will want to avoid required minimum distributions (RMDs) at age 70 ½,

A Roth Individual Retirement Account 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), a member of the National Life Group®, you can receive tax-free income for the rest of your life—guaranteed!2 If that sounds interesting, contact me for more information.

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

Sincerely,

John Q. Agent

*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.

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Agent Use Only - Not For Use With The Public

Form No. 10504(1110); LR11381(0111); Cat. No. 000000