Broker Check

Please see below for some of the differentiators that have allowed us to Attract, Grow and Retain our team of Experienced Professionals.

In partnering with National Life Group, we have access to following:

Advanced Sales Team - Direct access to the team for case consultation and point-of-sale support, Case design and presentation, Consultation with strategic advisors - CPAs and Attorneys, 180 years of combined experience.

Accelerated EZ Underwriting - Cut your underwriting processing times and increase your conversion and placement ratios with accelerated underwriting available for all life products.

Equity Services, Inc. (ESI) -  25 plus VA/VUL providers, 40 plus mutual fund companies.

ESI Financial Advisors (EFA) - Illuminations, fee-based accounts, 13 third party asset management providers.

Diamond Club* – Exclusive membership perks including priority underwriting and concierge home office support.

CPA Advantage Program – Has helped Financial Professionals cultivate relationships with accounting professionals to grow their business for more than three decades.

CPA Symposium – Annual Event provides an innovative approach to helping Financial Professionals and CPA partners understand the tools, resources, and support that are available to help clients meet their financial goals and objectives through strategic partnership.

Multicultural Marketing – Client material and sales support in (Chinese, Spanish, Vietnamese, Korean, Thai, Lao)

Policies and contracts are only available in English.

Foreign National Underwriting – Liberal guidelines that allow Financial professionals to meet the growing demand for insurance in our diverse communities. Policies and contracts are only available in English.

Recognition Programs

Co-Branding Flexibility and Support

Partnered with the National leader providing fixed annuities in employer-sponsored plans

Full benefits, significant company retirement contributions, FICA match, transition support *

* Some benefits are based on production requirements.

National Life Group® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT, Life Insurance Company of the Southwest, 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.