The Wait Is Almost Over: Enhancements are coming Monday!
On Monday, September 28, we’re launching enhancements for SummitLife indexed universal life insurance, including two new multi-asset index crediting options: Bloomberg Mavin 10 and Nasdaq-100 Multi-Asset Edge 8%™.
Get a quick look at the new index crediting options, and learn about the flexibility they bring and the large case support behind SummitLife:
Get Trained
In case you missed it, there’s still time to sign up for a SummitLife training session:
| AGENT TRAINING |
| September 28 at 3 p.m. ET – Register |
| September 30 at 11 a.m. ET – Register |
Before launch, make sure to also review the transition rules so you know what to expect for business already in progress.
About SummitLife
SummitLife is designed for high-net-worth clients, with coverage starting at $1 million. It combines life insurance protection with long-term cash value growth potential and diverse index crediting options to support retirement income, business and legacy goals.
National Life helps make large SummitLife cases easier to do, with dedicated underwriting expertise and support beyond underwriting from our Advanced Sales Team. Streamlined processes, including digital submissions through Paperclip and informal inquiries through Agent Portal, help keep cases moving forward.
“Bloomberg®” and the indices referenced herein (the “Indices”, and each such index, an “Index”) are trademarks or service marks of Bloomberg Finance L.P. and its affiliates, including Bloomberg Index Services Limited (“BISL”), the administrator of the Index (collectively, “Bloomberg”) and/or one or more third-party providers (each such provider, a “Third-Party Provider,”) and have been licensed for use for certain purposes to [NATIONAL LIFE INSURANCE COMPANY] [LIFE INSURANCE COMPANY OF THE SOUTHWEST] (the “Licensee”). To the extent a Third-Party Provider contributes intellectual property in connection with the Index, such third- party products, company names and logos are trademarks or service marks, and remain the property, of such Third-Party Provider. Bloomberg is not affiliated with the Licensee or a Third-Party Provider, and Bloomberg does not approve, endorse, review, or recommend the financial products referenced herein (the “Financial Products”). Bloomberg does not guarantee the timeliness, accurateness, or completeness of any data or information relating to the Indices or the Financial Products.
Nasdaq®, Nasdaq-100 Multi-Asset Edge 8%™, Nasdaq-100®, and NDX8MA™ are trademarks of Nasdaq, Inc. (which with its affiliates is referred to as the “Corporations”) and are licensed for use by NATIONAL LIFE INSURANCE COMPANY and LIFE INSURANCE COMPANY OF THE SOUTHWEST, the insurance companies of National Life Group. The Product(s) have not been passed on by the Corporations as to their legality or suitability. The Product(s) are not issued, endorsed, sold, or promoted by the Corporations. THE CORPORATIONS MAKE NO WARRANTIES AND BEAR NO LIABILITY WITH RESPECT TO THE PRODUCT(S).
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