Skip to main content

Our goal is simple: Retirement Assurance for Everyone.

Back to school looks different this year. But your employees’ retirement outlook doesn’t have to.  With continued retirement plan contributions, they can look to – with excitement – their no-more-back-to-school days!  That’s why we are dedicated to helping you:

Educate employees to encourage proactive engagement with their retirement plan by emphasizing simple steps they can take now to save more for their future, while remaining within their budget.
Encourage unenrolled, plan-eligible employees to take action toward retirement and participate in your retirement plan to save for their future.

Did you know?

Your agent is also dedicated to serving you and your employees – virtually, in-person, in a group setting, or one-on-one at any time. The great news is, no contact is necessary to serve your variety of needs!

At your request, National Life Group representatives will conduct virtual workshops and seminars to help your employees understand key financial concepts and educate them on a variety of important retirement topics. For more impact, ask one of your Benefits Representatives to co-present with them.

Ask your agent to conduct an educational session on one of these topics!

  • Understanding Your TRS Statement
  • ABCs of Financial Fitness
  • Will Your State Pension Be Enough?
  • TeacherTalk
  • Easy Ways to Start Saving
  • Achieving Retirement Success
  • The Retirement Gap

Remember to visit the Plan Sponsor Resource Center where we provide you tools around these topics.

 

TC122178(0721)3

Teresa Thomas

Teresa Thomas

As a 25-year veteran of the financial services industry, Teresa has worn many hats including corporate communication, product and concept marketing, meeting and convention planning, training and mentoring. All while also balancing being a daughter, sister, mom, friend and colleague. It’s true, in her first semester of graduate school, she dropped out of her Secondary Education curriculum – recognizing that teachers have a magnificent gift (that she did not). So, she took her love of teaching in a different direction and thoroughly enjoys the opportunity she has to educate you on not just the importance of retirement savings, but also the many ways in which you can plan now to achieve your retirement success! A native of Philadelphia, she is learning to wear a new hat in “Cowboy Country” as a newly-minted resident of Dallas, TX where she spends most of her time corralling her two boys, two cats, a dog and several fish TC124597(1221)3