Please join us for an educational webinar on Friday, November 15th at 11 am EST hosted by Dominic Serio and Worthington Financial Partners. Please click "REGISTER".

The topic will cover Living Benefits with Life Insurance & Tax-Free Retirement Strategies. 

Dominic will discuss the importance of planning for retirement, tax implications, and protecting yourself and loved ones. During the event, we will discuss three key options available to Federal Employees: the Survivor Benefit Program (SBP), Federal Employee Group Life Insurance (FEGLI), and the tax-free retirement strategy utilizing private, permanent life insurance. We will talk about the benefits and drawbacks of FEGLI, as well as alternative options that could potentially save you tens of thousands of dollars. 

The use of cash value life insurance to provide a tax-free resource for retirement assumes that there is first a need for the death benefit protection. Policy loans and withdrawals reduce the policy’s cash value and death benefit and may result in a taxable event. Withdrawals up to the basis paid into the contract and loans thereafter will not create an immediate taxable event, but substantial tax ramifications could result upon contract lapse or surrender. Surrender charges may reduce the policy's cash value in early years.

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. TC131290(0223)3

National Life Group^® is a trade name of National Life Insurance Company (NLIC), Montpelier, VT and its affiliates.