More than a company: It s a CAUSE! TC89272(0316) Cat No 68918(0316)

Transcription

1 More than a company: It s a CAUSE! TC89272(0316) Cat No 68918(0316)

2 More than a Company: a CAUSE! We help keep alive the dreams of families, the hopes of small business owners, and the dignity and financial independence of seniors. In my view, no profession can be more honorable or special. Mehran Assadi, CEO Centered on a fresh approach to leadership and collaboration to drive business success, the book documents how a mission driven company is at the forefront of revolutionizing the financial services industry. Are you starting a career in financial services and looking for that right fit? Are you already successful and looking for a company to help you make a difference? Welcome to National Life Group 2 National Life Group is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.

3 The Impact of Cause New talent wants in, customers are loyal, and the industry is taking notice as National Life celebrates double-digit growth in annuities and life insurance. 1 National Life Together we have the power to help this diverse nation pursue the American Dream. In Good Company National Life has been cause oriented protecting individuals, families, and businesses for over 100 years well before being cause oriented was cool. We are proud to be part of a growing movement in the business world that is focused on cause, along with companies like Pepsico, Tandus Centiva, and Lululemon. What Really Motivates You? We engage in work that matters in work that changes the world. We inspire long-term engagement and greatness. What do you inspire in people? Waking The Dead Do you know people who go to work physically but are checked out mentally; they lack passion. 9 out of 10 of our new hires say they chose National Life because of the culture, the ability to make a difference and contribute to a cause. Our passion is obvious. Fighting For A Noble, Heroic Cause The gutsiest leaders set out to pursue a cause so compelling and so powerful others get caught up in the movement. National Life believes in our cause so deeply that it s our true north it s in our values of Do good. Be good. Make good. Join The Movement We answer the call to keep alive the dreams of families, the hopes of small business owners, and the dignity and independence of seniors. It s a calling. Do you hear it calling you? Will Buy For A Cause People don t buy products; they buy better versions of themselves. Imagine the difference you can make when you help people get a better version of their life. Now, who doesn t want more of that? What Difference Will You Make? Our cause will outlive us, touching lives for generations to come. National Life is grounded in the timeless principles of love and friendship, and our vision of assuring the American Dream and making good on a promise. Mehran Assadi, CEO of National Life Group on the cover of CAUSE! Written by authors of the international best-selling book NUTS!, Jackie and Kevin Freiberg. Content from Cause! used with permission of Jackie and Kevin Frieberg. 3

4 Experience Life with Your Career The time is right to work in the financial services industry. Together we have the power to help families, individuals and small business owners obtain: the protection they need, the retirement they deserve, a life with passion and purpose. 4 4 out of 5 households do not have a comprehensive financial plan 2

5 Partner with us A company that stands out in a sea of sameness. If you re looking for something more you ll find it here at National Life. We Are: National Two main offices in Vermont and Texas with both career and independent distribution offices nationwide Prominent Among the Top 20 Life Insurance companies in the United States 3 and the longest standing issuer of Indexed Annuities 4 Diversified Financial services group with our own Broker Dealer and Mutual Fund company 5 Committed Successfully working for Main Street America for over 167 years Experts Our Advanced Markets Team makes working in advanced markets simple and offers programs to develop relationships with CPAs Modern Mobile app keeps your business in your pocket National Life Group's products help solve life s puzzle. Opportunity exists on your Main Street to help Protect what matters most. Build a secure retirement. Plan for unexpected illness or injury. 6 Create tax advantaged solutions for Small Business Owners. 5

6 Do Good. Be Good. Make Good. Leading with heart where it matters in the community. Do Good Fest Since 2014, our day long music festival has raised $26,000 for cancer patients. The event also showcases local nonprofit organizations, local and national bands, food vendors and has activities for the whole family. LifeChanger of the Year Recognizing and rewarding the very best K-12 public and private school educators and employees across the United States who are making a difference in the lives of students by exemplifying excellence, positive influence and leadership. Since 2012, we have recognized more than 1,300 nominees from more than 1,000 school districts. National Life Group Foundation We support nonprofit and educational organizations in the communities where we live. With an emphasis on children and families, health and human services, education, the environment and the arts, we look to improve the quality of life wherever we see an opportunity to make a difference. Environmental Stewardship Sustainability LEED Silver Certification was awarded to National Life for our efforts in renovating our Montpelier campus to improve energy efficiency, generate solar power and reduce waste during operation. We are not just a company; we are a movement that is growing stronger one relationship at a time. 6

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8 At National Life, our story is simple: for more than 167 years we ve worked hard to deliver on our promises to millions of people with our vision of providing peace of mind in times of need. It s our cause, stemming from a deep passion to live our values to do good, be good and make good, every day. Learn more at NationalLife.com. Connect with us: Before investing, carefully consider a fund s objectives, risks, charges and expenses. Summary and full prospectuses containing this and other information are available from sentinelinvestments.com. Please read them carefully. Investment return and principal value in any of the Funds will vary so that you may have a gain or loss when you sell shares. Mutual funds are not insured by the Federal Deposit Insurance Corporation or any other government agency and are neither guaranteed by, nor deposits or other obligations of, any bank or affiliate. 1 Double digit growth in 2012,2013,2014. View our financials at NationalLife.com/OurStory-Financials. 2 CFP Board 2013 Consumer Household Financial Planning Survey: Most Americans do Financial Planning, Extent of Planning Varies. 3 Source LIMRA 3rd quarter 2015 survey. 4 Consumer Federation of America., & Certified Financial Planner Board of Standards, Inc. (2012) Household Financial Planning Survey and Index. 5 National Life Group is a trade name representing various affiliates, which offer a variety of financial service products. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser. Sentinel Investments is the unifying brand name for Sentinel Financial Services Company, Sentinel Asset Management, Inc., and Sentinel Administrative Services, Inc. Sentinel Funds are distributed by Sentinel Financial Services Company, Member FINRA, One National Life Drive, Montpelier, Vermont All companies, unless otherwise noted, are affiliated and are located in Montpelier, VT. Kevin and Jackie Frieberg are independent of the companies of National Life Group. 6 Illness or injury protection may be provided by optional riders on life insurance policies or annuity contracts. Riders are supplemental benefits that can be added to a life insurance policy and are not suitable unless you also have a need for life insurance. Riders are optional, may require additional premium and may not be available in all states or on all products. This is not a solicitation of any specific insurance policy. Centralized Mailing Address: One National Life Drive, Montpelier, VT NationalLife.com.