Our Services
Insurance Services
Life and disability* insurance are about risk. Risk is the exposure to the possibility of loss. Risk can be assumed, ignored or transferred to a risk bearer. Using National Life Insurance Company's (National Life) 150+ years of experience, we are able to recommend, and help you implement, appropriate strategies to meet your personal and business needs and objectives. National Life is licensed to do business in all states and the District of Columbia.
Life Insurance Company of the Southwest, established in 1954 and based in Dallas, Texas, is a recognized leader and provider of annuity products. LSW is licensed to do business in 49 states and the District of Columbia. LSW is not an authorized insurer in New York.
Retirement Plan Services
Through National Retirement Plan Advisers, Inc., an affiliate of National Life, we provide full services for qualified retirement plans. If your business sponsors a qualified plan, we can deliver plan design and administration. Are you retired or thinking about retirement? Our associates can help you determine how to best receive your retirement benefits.
Investment Services**
We recognize the commitment and responsibility we undertake when providing investment advice. By listening closely to your needs, we deliver high quality investment services that correspond to your objectives. A wide range of investment objectives can be pursued through the use of a variety of investments.
Equity Services, Inc., a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company, One National Life, Montpelier, Vermont 05604.
Sentinel Companies, serving the needs of investors since 1934. One National Life Drive, Montpelier, Vermont 05604.
Other Services include:
- Disability* and key person protection
- Executive fringe benefit planning
- Deferred compensation plan design
- Corporate estate planning strategies
- Buy/sell agreements
- Split dollar plan design
- Business continuation planning
- Business and financial planning**
Of course, it doesn’t end here. We promise to continually develop better to serve you.
*Long-Term Care and Disability Insurance are available through National Life representatives who are independently contracted with one or more companies who provide these types of insurance contracts. Long-Term Care and Disability Insurance are not underwritten or issued by National Life Insurance Company or Life Insurance Company of Southwest.
**Securities and investment advisory services are offered solely through Registered Representatives and Investment Advisor Representatives of Equity Services, Inc., Member FINRA/SIPC, 1 National Life Drive, Montpelier, Vermont 05604 (802) 229-3900.
All companies referenced above are affiliated unless otherwise noted. National Financial Legacy Group is independent of all companies referenced.
|
