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This type of plan provides business owners with a "simplified" method to contribute toward their employees' retirement as well as their own retirement savings.
What is a SEP or SIMPLE IRA?
Soil from this famous Texas mission is in the foundation of the home office in VT.
What is the Alamo?
A refund of a portion of the premium paid by the insured from insurer surplus.
What is a Dividend?
This IUL rider can be added to lower the cost of the policy which can enhance the cash value in competitive situations.
What is APB / Additional Protection Benefit Rider?
President's Club 2022 will be in this south eastern city.
What is Orlando?
This new advanced markets sales tool helps you find solutions for lost stretch IRA business.
What is a Legacy IRA calculator?
This city is the smallest US state capital by population.
What is Montpelier?
This type of transaction allows the policy owner to purchase permanent insurance without evidence of insurability as long as they have purchased a temporary form of coverage.
What is term conversion?
This option on whole life policies can be purchased by dividends or can accumulate by adding a specific rider on whole life. These values are used to grow the death benefit.
What are Additions/ paid up Additions?
National Life formed this wholly owned Broker Dealer in 1968.
What is Equity Services Incorporated or ESI?
Social Security checks can be reduced by this "adjustment amount" if recipients income exceeds specific IRS limits.
What is IRMAA or Income-Related Monthly Adjustment Amount?
Use this email address to get a quote from Underwriting.
What is UnderwritingQuotes@nationallife.com?
These two rates set by the insurance company define how interest is credited to an IUL policy.
What are cap rate and participation rate?
This unique feature to NL index life products eliminates all market risk on distributions.
What is Lifetime income Benefit Rider (LIBR)?
Insurance agents can expand their business by getting this series designation. FINRA requires it to sell mutual funds, variable annuities and unit investment trusts to the public, but not stocks.
What is the Series 6?
This type of Qualified Plan is a Fully Insured Defined Benefit Plan
What is 412e3?
National Life received this many financial strength ratings upgrades in 2021?
What is two? YEAH BABY!
Retirement income annuitization option that continues to payout so long as at least one of two annuitants is alive.
What is Joint and Survivor Annuity?
Name two of the three benefits that make IUL attractive from an interest crediting perspective.
Upside potential, downside protection and annual reset.
Through all of OJ Simpson’s criminal and legal battles, regulators could not touch his monthly income checks coming from this specific financial vehicle.
What is an annuity?
Name any two premium finance companies approved by National Life.
What are NIW, Northstar, Watermark, Buckley Group, CDP, Global Financial, Lionsmark and Midnight Financial?
Including today, this many National Life business processing days remain in 2021.
What is 15?
Legislative change 7702 increased these limits on permanent insurance policies.
What are MEC or guideline limits?
This rider provides the opportunity to spread premium over twelve crediting periods.
What is Systematic Allocation Rider?
Our annuity product series is called FIT which stands for this.
What is Financially Independent Tomorrow?