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More than 41 Million Small Business Employees do NOT have a Retirement Plan offered where they work1

Partner with National Life Group in reaching out to the Small Business retirement market. Research shows almost 81% of Small Business employees are not currently contributing to a retirement plan. With fewer pension plans and Social Security in doubt, it’s more important now than ever for these individuals to save for retirement. The cost of administering a retirement plan can be a headache for Small Business owners. Hidden fees and expenses, IRS filing and administrative fees are several reasons why Small Business owners choose not to offer a retirement savings plan to their employees. A SIMPLE – IRA funded with a flexible premium indexed annuity from Life Insurance Company of the Southwest (LSW), a member of National Life Group®, may be the solution. Here are a few reasons why:

  • No third party administrator is required, so no administrative fees
  • No annual filing is required with the IRS or the Department of Labor
  • No policy fees or hidden expenses
  • Employer matching contributions and annual tax deductions for business owners
  • Products designed on salary reduction can be started with as little as $100 a month
  • No rolling surrender charges for additional premiums
  • Choice of interest rate crediting method: fixed interest rate or index crediting methods
  • Optional Guaranteed2 Lifetime Income Rider for an additional cost – guaranteed paycheck for life!

Click here for a library of materials for the Small Business Market!

Begin talking with Small Business owners today!

For more information on products and forms, call the Annuity Sales Desk at 800-906-3310, option 1.

 

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 Saving for Retirement: A Look at Small Business Owners (03/10) Small Business Administration.  Office of Advocacy.

2 Guarantees are based on the claims paying ability of the life insurance company issuing the annuity.  Guaranteed Lifetime Income Rider is Rider Form No. 7963 for Flexible Premium Indexed Annuities. Rider may not be approved in all states. Policies and riders issued by Life Insurance Company of the Southwest.

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. 10511(0211); LR11406(0211)