National Life Insurance Company

The flagship of the enterprise, National Life Insurance Company, was established in Montpelier, Vermont in 1850 and is licensed in all 50 states and the District of Columbia. From its very beginnings, National Life has been one of the innovators of life insurance in America, having introduced a number of improvements that are now regular features of policies sold by a number of insurers. Over the years, the company has made available a variety of new types of coverage and provided progressive improvements in underwriting and service practices. Please visit the National Life Archive Website to learn more.

Equity Services, Inc.

Equity Services, Inc. (ESI) is a Broker/Dealer and Registered Investment Advisor affiliate of National Life Insurance Company offering an extensive line of financial products and services including mutual funds, unit investment trusts, stock and bond trading, public and private limited partnerships, real estate investment trusts, variable annuities and asset management services. Since its founding in 1968, ESI has been committed to making investing as successful as possible for clients while also recognizing that today's investing environment is one of constantly increasing complexity. ESI's high quality products and services are designed to form the critical foundation required for its representatives and clients to implement sophisticated planning and investing strategies which take advantage of today's opportunities while carefully managing risk.

Mutual funds and variable contracts are sold by prospectus. For more complete information, please request a prospectus from your registered representative. Please read it and consider carefully an investment company's objectives, risks, charges and expenses before you invest or send money. The prospectus contains this and other information about the investment company.

Life Insurance Company of the Southwest

Life Insurance Company of the Southwest (LSW) based in Dallas, Texas is a wholly-owned subsidiary of National Life Insurance Company and recognized as an industry leader in annuity and life insurance products. LSW offers single premium and flexible premium annuities in versions designed for both the qualified and non-qualified markets. The company is among the leading writers of indexed annuities, one of the most dynamic and innovative new insurance products in many years. In addition to its annuity products, LSW also offers universal life, indexed universal life and term insurance. A hallmark of LSW’s life products are their living benefits, including terminal, chronic, and critical illness riders. Frequently referred to as “life insurance you do not have to die to use,” LSW’s combination of sound life insurance products and comprehensive riders can provide financial security to individuals, families, and business owners. Established in 1955, LSW’s mission is to provide secure insurance and annuity products that policyholders can depend on regardless of market conditions.

LSW is licensed to solicit business in all states except New York.  All products and riders are not available in all states.  LSW and National Life are separate entities and each company is solely responsible for its own financial condition and contractual obligations.

National Retirement Plan Advisors

National Retirement Plan Advisors (NRPA) offers the benefit of 65 years of experience and provides clients with comprehensive retirement plan services. National Retirement Plan Advisors assists in the design phase of qualified retirement planning and provides administration services for a variety of plan types -- covering the entire spectrum of retirement plan administration from plan inception to termination.

Sentinel Asset Management, Inc.

Sentinel Asset Management, Inc. manages the portfolios of investments that support the life insurance and annuity contracts of National Life and LSW, as well as other institutional accounts.

All companies referenced above are affiliated unless otherwise noted.  National Financial Services Group is independent of all companies referenced above.