Financial Planning

Financial planning¹ is a process that creates a roadmap for your financial future, enabling you to prepare ahead for life’s twists and turns and to make the most of your assets at every life stage. This process is built around your goals and core values. It defines how asset accumulation can help you and others in your life as well. To help you build a solid financial plan and investment portfolio, we partner with you to gain a detailed understanding of your personal, family and business goals.

¹ Securities and Investment advisory services are offered solely through Registered Representatives and Investment Adviser Representatives of Equity Services, Inc., Member FINRA/SIPC.

² National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest chartered in 1955, Addison, TX and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

³ Living Benefits may be provided by optional Accelerated Benefits Riders. Riders are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy. Payment of Accelerated Benefits will reduce the Cash Value and Death Benefit otherwise payable under the policy. Receipt of Accelerated Benefits may be a taxable event and may affect your eligibility for public assistance programs. Please consult your personal tax advisor to determine the tax status of any benefits paid under this rider and with social service agencies concerning how receipt of such a payment will affect you.