All Posts By

Roberto Abele

Roberto serves as a Senior Relationship Manager in the Retirement Services Division of National Life Group. In this role, he supports employers, plan administrators and our independent field distribution financial professionals. Roberto brings over 25 years of experience in the financial services and education industries to National Life Group and holds his life insurance and annuity licenses as well as his FINRA Series 7 and 66 registrations. He will serve as the principal contact for this contract. In addition, he has extensive experience with retirement plans and annuities. Roberto is responsible for overseeing the plan transition and instrumental in ensuring that that all phases of the conversion are smooth and meet/exceed your expectations and will manage your transition, providing updates on regulatory and legislative changes that impact your Plan. At least annually, Roberto will provide you with plan review, an analysis of pertinent plan information including participant rates, average contributions and allocations, and maple candies from Vermont. TC121407(0621)P

Retirement Plans

Take a Minute to Review the IRS’ 403(b) Plan Checklist

Retirement Plans

Simple Ways You Can Encourage Employees to Actively Participate in Retirement Planning

News You Need Resources Retirement Plans

Maximizing Retirement Contributions is a Win-Win-WIN!

Educators LifeChanger of the Year

Teacher Appreciation Day is a time to say “Thank You”

Resources

National Savings Day is Monday October 12th

News You Need Resources

Thinking of Making a Move? Don’t forget your pension!

Products issued by: National Life Insurance Company Life Insurance Company of the Southwest

National Life Group® is a trade name of National Life Insurance Company, founded in Montpelier, VT 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. Fixed indexed annuities (FIAs) are issued by Life Insurance Company of the Southwest.

Annuities have surrender charges that are assessed during the early years of the contract if the contract owner surrenders the annuity. Guaranteed lifetime income may be provided either by annuitizing an annuity, or through an annuity income rider. Riders are supplemental benefits that can be added to an annuity. Riders may be 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 annuity. Guarantees are dependent on the claims paying ability of the issuing company. Fixed indexed annuities do not directly participate in any stock or equity investments.

TC7556588(0225)1 | Cat No 105902(0225)