Main Office:
2401 Sardis Road North, Suite 110
Charlotte, NC 28227
Texas Office:
9441 Lyndon B. Johnson Fwy Suite 512
Dallas, TX 75243
Mississippi P&C Office:
180 Canal Place
Philadelphia, MS 39350
National Life Group: IRA Summer Special Bonus Announced
From July 18-September 30, 2022, earn more with National Life Group's IRA Summer Special: Flexible Premium Indexed Annuity New App Bonus.
This Summer, Expand Your Annuity Distribution. Bonus potential for policies issued within new or existing SIMPLE, SEP, or Payroll Deducted IRAs.
| IRA Count per Agent | Incentive per App | Additional Interval Bonus |
| 5-24 Apps | $5.00 |
$0 |
| 25-49 Apps | $10.00 |
$250 |
| 50-99 Apps | $15.00 |
$750 |
| >100 Apps | $20.00 |
$2000 |
Incentive Dates
July 18 – September 30, 2022
Agent Eligibility
All agents1 actively writing and in good standing with National Life Group, including ESI Registered Representatives. Agencies reserve the right to restrict agent participation.
Policy Eligibility
Policy2 is eligible for incentive bonus when the following requirements are met.
Requirement 1:
The annuity application must be associated with one of the following lines of business: SIMPLE, SEP or Payroll Deducted IRA and include salary reduction contributions. FIT Secure Growth or FIT Select Income annuities are most commonly used for this purpose. Why IRAs. Why Now.
Requirement 2:
The application must be submitted via eApp. Launch program.
Requirement 3:
The policy must be signed via eDelivery. Learn how eDelivery new features make it even better.
Requirement 4:
The client must complete web registration. Read how to Manage Your Policy Online.
If you have any questions, call us today at 866-568-9649!