Broker Check

Our Services

Our professional specialties encompass the eight areas of financial services that our clients tell us are important to them, their advisor and their families:

  • Life Insurance
  • Trust and Estate Planning Strategies
  • Retirement Plans
  • Investments*
  • Fringe Benefits
  • Disability Income Insurance**
  • Business Continuation
  • Long Term Care**

Commitment to meeting our clients' needs is central to the vitality of our organization. Towards that end, we believe in:

  • Trustworthiness, honesty, integrity and objectivity
  • Serving the needs of others
  • Seeing first to understand, then to be understood
  • Respect for others
  • Open and clear communication
  • Taking pride in ourselves, our company and our industry
  • Personal and professional development
  • Strong work ethics
  • Commitment to value-added relationships

We are a primary resource to other professional advisors in accounting, legal, banking and trust services, and we welcome the opportunity to work together.


National Life Group’s Commitment to Providing Policyholder Relief

In the wake of the COVID-19 pandemic, your coverage with National Life Group is more important now than ever. Visit nationallife.com to understand how National Life Group can offer relief to help make sure your coverage stays in force.  

Residents of New York may extend the policy’s grace period up to 90 days for premiums due. Those who can confirm financial hardship as a result of COVID-19 may have additional rights to pay premiums due during the grace period over a 12-month period. 

Please contact us with questions about your policy or call our customer service center at 1-800-732-8939 to discuss billing and alternative payment arrangements. 


National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT and its affiliates. Products issued by National Life Insurance Company.  TC114378(0520)3

*Securities offered solely by Registered Representatives of Equity Services, Inc., Member FINRA/SIPC.
**Long-Term Care and Disability insurance are available through representatives who are independently contracted with one or more insurers who provide these types of insurance contracts.  Long-Term Care and disability insurance are not underwritten nor issued by National Life Insurance Company.