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Does your business have a retirement plan?

If you are a Small Business owner with less than 100 employees and are looking for a simple way to save for your retirement as well as your employees’ retirement…

A Simplified Employee Pension (SEP-IRA) funded with a flexible premium indexed annuity may be the solution. By adopting a SEP-IRA, you, as the business owner, make tax-deductible contributions directly to a traditional individual retirement arrangement (IRA) set up for each eligible employee, and the interest credited to the policy is tax-deferred.

Advantages of this strategy:

  • Simple and inexpensive.
  • No third party administrator is required, so there are no administrative fees or IRS filing fees to pay.
  • No annual filing is required with the IRS or Department of Labor.

Contact me for more information on how a SEP-IRA may benefit your business’s retirement plan. 

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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

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All products issued by Life Insurance Company of the Southwest, a member of National Life Group

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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Form No. 10516(0211); LR11408(0211)