All Posts By

Sam Keenan

Sam serves as a Senior Relationship Manager for Retirement Services at National Life Group. In this role, he serves as the principal and primary point of contact for retirement plan sponsors. The goal of the Retirement Services team is to ensure complete customer satisfaction. The Retirement Services team responds to calls associated plan documents, with regulatory vendor/provider information, agreements as well as fees associated with plan administration. Sam holds his Masters in Business Administration and brings over 5 years of experience in the financial services industry to National Life Group. FINRA Securities Industry Essentials, FINRA Series 6, 63, and 65. He has extensive experience with retirement plans and annuities. He 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. TC121407(0621)P

Retirement Plans

Recruit and Reward Part-time Employees with a FICA Alternative Retirement Plan

Retirement Plans

Recruit and Reward Part-time Employees with a Retirement Plan

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)

Sam Keenan

Recruit and Reward Part-time Employees with a FICA Alternative Retirement Plan

Recruit and Reward Part-time Employees with a Retirement Plan

CATEGORIES

ARCHIVE

CATEGORIES

ARCHIVE

CHECK US OUT ON SOCIAL MEDIA