Lifetime Returns

Indexed Universal Life

Key Facts

ISSUE AGES
  • 20-85
  • 20-80 (Preferred)
MINIMUM FACE AMOUNT
  • $100,000
Two Death Benefit Options
Four Crediting Options
  • 3 S&P Crediting Options
  • 1 Fixed interest Option

 

Overview

In today’s environment many of your clients are looking for not only secure insurance protection, but a way to provide an income in the event of an unexpected need or to supplement their retirement years. In your role as agent, you play an important part in listening to your clients’ needs, and then in providing a product that meets these needs.

In the NWL® Lifetime Returns you will find features that fit a variety of markets. If you have a client who wants affordable permanent protection with strong cash value accumulation potential, and at the same time, offers the flexibility to use this accumulation for financial needs or cash flow at a later date, NWL® Lifetime Returns is the answer. NWL® Lifetime Returns is a flexible premium universal life insurance policy that combines the features of traditional fixed interest universal life insurance with the potential to have credited interest linked in part to the S&P 500® Composite Stock Index, which excludes dividends.

It is regulated as an insurance product, is not a security, and allows your clients the possibility to earn a better than average interest rate without the downside risks. NWL® Lifetime Returns was developed for your clients who are looking for strong cash value accumulation with affordable protection. They want flexible liquidity features for unforeseen needs, an income stream to provide a comfortable retirement and, at the same time, provide the security of a tax-free death benefit for their family

 

Materials

(NWL has all of their forms for in a centrally located place, you can find applications/brochures/forms/etc..)

 

FormSource

To run quotes, you will need to download Beacon from the National Western myNWL page. Or you can contact Karen Cubero at 800-252-4002 ext.129 or email KarenC@MoodyGroup.com

 

TESTIMONIALS

I have thoroughly enjoyed working with Moody Insurance Group. It is so refreshing to be able to always get a real person on the phone. Their attention to detail and desire for us agents to succeed is so genuine and appreciated. Their hospitality was wonderful doing my visit to headquarters for Income Engineering training.

Marvin A. Johnson, Owner, JMJ Insurance and Associates

2017-02-20T22:06:22-06:00

Marvin A. Johnson, Owner, JMJ Insurance and Associates

I have thoroughly enjoyed working with Moody Insurance Group. It is so refreshing to be able to always get a real person on the phone. Their attention to detail and desire for us agents to succeed is so genuine and appreciated. Their hospitality was wonderful doing my visit to headquarters for Income Engineering training.
As an individual who has worked in the financial markets for many years, I have chosen to work with The Moody Group for a number of reasons. First, the products are some of the best in the industry. Second, the support I receive from the Marketing and Management Team is unexcelled. And third, the Moody Group maintains a very high level of ethics and standards in its marketing and sales philosophy.

Rodney Minks, Owner, Crown Benefits Group, Irving, Texas

2017-02-20T22:07:49-06:00

Rodney Minks, Owner, Crown Benefits Group, Irving, Texas

As an individual who has worked in the financial markets for many years, I have chosen to work with The Moody Group for a number of reasons. First, the products are some of the best in the industry. Second, the support I receive from the Marketing and Management Team is unexcelled. And third, the Moody Group maintains a very high level of ethics and standards in its marketing and sales philosophy.
The team at Moody Insurance Group is an asset to my business. I count on them for product knowledge, sales training, and marketing support. I enjoy the small team environment they foster.

Mike Markiewicz, Markiewicz Financial Group

Houston, TX

2017-04-12T14:30:07-06:00

Mike Markiewicz, Markiewicz Financial Group

Houston, TX

The team at Moody Insurance Group is an asset to my business. I count on them for product knowledge, sales training, and marketing support. I enjoy the small team environment they foster.
Why would I recommend doing Business with ANTEX? Being that Final Expense is the vast majority of my business, the Moody Group offers unique options such as 401K’s that other IMO’s don’t have to expand my company. The Corporate Management is a quick phone call away from my questions & make you feel welcomed.

ANTEX is part of American National which makes the financial strength & stability part of what I sell my clients.
Kyle Gilreath, The Gilreath Group

Auburn, AL




2017-04-25T20:33:05-06:00
Why would I recommend doing Business with ANTEX? Being that Final Expense is the vast majority of my business, the Moody Group offers unique options such as 401K’s that other IMO’s don’t have to expand my company. The Corporate Management is a quick phone call away from my questions & make you feel welcomed. ANTEX is part of American National which makes the financial strength & stability part of what I sell my clients. Kyle Gilreath, The Gilreath Group Auburn, AL

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CONTACT US

Address

Moody Insurance Group, Inc.

2302 Post Office, Suite 601

Galveston, Texas 77550

Phone

800.252.4002

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