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Insurance Products & Services

Through our alignment with insurance companies of National Life Group2, we offer insurance products that provide peace of mind that the people and things you hold dear are protected and that your financial future is secure. The goal of National Life Insurance Company — since its chartering in Montpelier, VT in 1848 — has been to work together to create a better future for each and every customer through innovative financial solutions, and then to deliver on those commitments 10, 20 or 50 years down the road.

Whatever your life stage or coverage needs, we help you select the policy that’s right for you, whether for fixed short-term coverage or flexible lifetime coverage with the potential to build policy cash value:

Living Benefits3

Today’s life insurance is not just about death benefits – it’s about life insurance you can use during your lifetime. Living Benefits are additional benefits associated with our life insurance and annuity solutions and provided by optional riders. Our living benefits cover every piece of the puzzle. Whether you’re worried about dying too soon, becoming ill, or living too long, we’ve got you covered.

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.

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you. |  (610) 891-9700