Resources

When you enter into a partnership with us, you’ll have access to a wide range of resources designed to help you serve your clients better.

A local presence
National Life is licensed in all 50 states and the District of Columbia and maintains offices in major metropolitan areas throughout the United States. Your local National Life representative and the associates located at his or her agency are always available to answer any questions you and your clients may have about asset accumulation, estate and retirement planning strategies, trust services, life insurance and other financial services we offer.

In house Broker/Dealer
Through Equity Services, Inc., our broker/dealer affiliate, you’ll have access to an extensive line of financial products and services including mutual funds, variable life and annuity products, stocks, corporate and municipal bonds, unit investment trusts, public and private limited partnerships, real estate investment trusts, asset allocation and asset management services and margin accounts. As an ESI Registered Representative, you will have access to all the products and services ESI offers, as well as to the responsiveness that sets ESI apart from other broker/dealers.

In-house Retirement Plan, Design and Administration Services
Through National Retirement Plan Advisors, Inc., you’ll be able to offer clients full qualified and nonqualified retirement planning and design services, as well as in-house administration. These services include creative, customized plan design, total plan administration services, competitive products, plan documentation, initial IRS filing, disclosure requirements and annual government reporting. In addition, you’ll have access to specialists, attorneys and enrolled actuaries, who can answer any questions you or your clients may have.

Advanced Marketing Attorneys
Our staff of attorneys are available to assist you in making recommendations when you’re analyzing a client’s needs, looking for the best solution to those needs, developing a presentation, implementing a plan you’ve developed, or simply providing ongoing service. Do you have a question about how changes in tax law could affect your clients’ plans? Would you like to view specimen documents? Answers and information are only a phone call away.