Meet Your National Life Group Relationship Manager

The goal of the Retirement Services team is to ensure complete customer satisfaction. The Retirement Services team responds to calls associated with plan documents, regulatory information, vendor/provider agreements as well as fees associated with plan administration.

Northwest/Mountains

Gabriel Kelly

Relationship Manager

GKelly@NationalLife.com
214-638-9191

Gabriel serves as a Relationship Manager in the Retirement Division of National Life Group. In this role, Gabe supports employers, plan administrators and our independent field distribution agents.
Gabriel brings over 25 years of experience in the financial services industry, including retirement, annuities and life insurance programs. He understands the nuances that are important to the employer and is capable of effectively implementing key initiatives to ensure strong utilization and penetration of the employee retirement plans.
Gabe is a Third Generation Church of God in Christ Member and a Pastor of twelve years. He is sensitive to the needs and concerns of Church Leadership. His objective is to inform the masses of the beneficial opportunities available to assist the church in maintaining financial solvency.

South/Southwest Plains

Sam Keenan

Senior Relationship Manager

SKeenan@NationalLife.com
214-638-9281

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.
Sam will serve as the principal contact for this region. In addition, 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. At least annually, Sam will provide you with plan review, an analysis of pertinent plan information including participant rates, average contributions and allocations.

Southeast/Pacific

Jacob Marley

Director, Relationship Management

JMarley@NationalLife.com
214-722-9016

Jacob serves as the Director of Relationship Management for Retirement Services at National Life Group. In this role, Jacob’s primary responsibility is to assist plan sponsors, like you, with any day-to-day activity or request for National Life Group. He also serves as principal and the primary point of contact for the Balanced Opportunities Platform.
Jacob brings over 20 years of experience in the financial services industry to National Life Group and holds FINRA Series 7 and 24 licenses and CRPS designation. He will serve as the principal contact for this contract. In addition, he has extensive experience with retirement plans and annuities.
Jacob 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, Jacob will provide you with plan review, an analysis of pertinent plan information including participant rates, average contributions and allocations.

Midwest

Joseph Bousquet

Senior Relationship Manager

JBousquet@NationalLife.com
802-229-3375

As a Senior Relationship Manager on the Retirement Services Team, Joe works with key Plan Sponsors in the Retirement Market. With over 15 years of Relationship Management experience, he brings a unique background and perspective to his role. A 3rd generation employee of National Life Group, he has seen first-hand the resiliency of this 170+ year old company. In fact, arguably his first job as a child was working at National Life Group as his dad’s assistant.
Within this region, Joe serves as your principal contact and has extensive experience with retirement plans and annuities. Additionally, Joe is a Registered Representative and holds the FINRA Series 6 and 63 Securities licenses. At least annually, he will provide you with plan review, an analysis of pertinent plan information including participant rates, average contributions and allocations.
Outside of the office, Joe is an avid snowboarder and has traveled throughout the world to chase fresh snow in the winter. In the summertime, he can be found hiking and mountain biking throughout the Green Mountains of Vermont. Additionally, Joe likes to travel and volunteer for various organizations in his spare time. Joe is a lifelong ”cheese head” and big fan of the Green Bay Packers.

Northeast/Mid-Atlantic

Roberto Abele

Senior Relationship Manager

RAbele@NationalLife.com
802-229-3399

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.

Business Development

Bill Aikman

Director, Retirement Services

WAikman@NationalLife.com
802-229-7111

Bill serves as the Director of Retirement Services at National Life Group. In this role, he manages the Balanced Opportunities retirement platform operations and provides implementations for new plan sponsors.
Bill brings over 25 years of experience in the financial services industry, including retirement, annuities, and institutional programs. He provides product launch and ongoing client implementations and handles back-office strategy management for the Balanced Opportunities retirement platform offering annuities and mutual funds.
Bill has managed various investment retail and institutional sales, marketing, and client relationship teams and is experienced with investments, annuities and retirement product marketing. He is an experienced manager of marketing, business development, client service, and operations teams and has worked for multiple investment management firms across asset classes.
As Director of Retirement Services and your conversion/implementation project manager, Bill adheres to a timeline of milestones for your conversion and plan implementation. Each phase of the implementation is clearly outlined and closely monitored using our system to help ensure a smooth transition. Using detailed planning and frequent communication, we help ensure that your plan undergoes a smooth and successful conversion.

Sam, Jacob, Joseph, Robert and Bill are Registered Representatives and Sam is an Investment Adviser Representative of Equity Services, Inc. (ESI), Member FINRA/SIPC, One National Life Drive, Montpelier, VT 05604. (800) 344-7437. ESI is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. In CO, MO, NH and WI, Equity Services, Inc. operates as Vermont Equity Services, Inc. All other people are independent of ESI.

Don’t know who to contact? Click here to send a message to the team or call 866-243-7174.

To contact National Life Group Billing, please email Billing@NationalLife.com.

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