Employers And Plan Sponsors

We Understand Your Retirement Needs

At Strategic Partner and Insurance Group, we design our products and solutions to meet the specific needs of employers and their employees. Our mission is to give you peace of mind, knowing that your workforce is protected and financially secure.

Our ultimate goal is to support employers like you in helping your employees achieve financial independence for the future. We offer the right mix of tools, reliable education, and dedicated support to deliver competitive retirement benefits tailored to your organization.

Who We

Serve

Plan Sponsor Experience

Participant Experience

Who We Serve

Plan Sponsor Experience

Participant Experience

Government Employer Market

We help you build trusted relationships with your employees through the retirement benefits we offer. Together, let's partner to provide comprehensive education, experienced and knowledgeable financial professionals, and resourceful tools and calculators to deliver the retirement plan your employees deserve. We specialize in servicing small to medium-sized plans.

Nationally, we are the leading fixed indexed annuity provider in employer-sponsored plans. We understand the markets we serve, which enables us to offer solutions that empower you and give your employees control over their retirement dreams.

K-12 Market

Whether you are a public, private, or charter school, our retirement solutions are built to simplify plan administration while supporting educators in building a secure and rewarding future. As your strategic partner and insurance group, we understand the vital role educators play in shaping tomorrow’s leaders and we are proud to help them prepare for the retirement they’ve earned. Our commitment goes beyond products. Through our LifeChanger of the Year program, we recognize and celebrate outstanding educators across the nation for their dedication to their students, schools, and communities. As the nation’s leading provider of fixed indexed annuities in employer-sponsored plans¹, we bring deep market knowledge and proven strategies. This allows us to deliver retirement solutions that empower you and provide your employees with more control over their retirement goals.

Education

Staying current on industry trends and regulations is essential to ensure your retirement plan meets the needs of your employees while staying compliant. Through our plan sponsor blog, Retirement Resource Blog, we keep you informed about key industry topics such as DOL and IRS updates, legislative changes, and emerging trends in retirement and defined contribution plans that could impact your strategy. We also offer educational content to dispel product myths, encourage plan participation, and highlight the value of our services.

We are committed to strengthening our relationship with partnership managers through group reviews, consistent communication, and detailed plan reporting. Our goal is to empower plan sponsors through education, so you can confidently offer the most effective retirement plan for your employees.

Service

A Relationship Built on Trust

Serving you and your retirement plan needs is our primary focus. Building an ongoing, trusting relationship is the only way we do business. Our Relationship Managers are strategically positioned across the country to be actively responsive to your plan needs. We offer a single point of contact dedicated to ensuring your plan is well-supported.

These Relationship Managers take the time to understand your plan, your participants, and your specific goals and objectives. Then, we partner with you to develop a strategy that aligns with those goals.

Our service model is designed to help you achieve your retirement plan objectives. Our experience, combined with deep industry knowledge, ensures the support you need is always within reach.

In addition, because compliance is critical to your retirement plan, we work with top-tier third-party administrators across the country. As your annuity retirement plan provider, Strategic Partner and Insurance Group ensures your plan is in expert hands. Through our collaborative approach, we help simplify and reduce your administrative burdens.

Technology

Providing tools to help you manage your plan’s retirement needs puts the control at your fingertips. Our Plan Administrator’s Portal is designed to minimize your administrative responsibility while maximizing your efficiency. With 24/7 accessibility, plan sponsors can access plan reporting via our Plan Administrator's Portal at any time.

Advisor Services

We partner with some of the top independent advisors across the nation. These professionals are not only well-versed in the rules and regulations of the industry they’re also trained to apply that knowledge to each individual’s unique situation.

Certified Professionals You Can Trust

Through our Certified 403(b)/457 Training Program, we ensure that anyone working with your employees is fully qualified. Advisors representing National Life Group and Life Insurance Company of the Southwest must complete the following annual certification process to earn their official Certified Badge:

-State and federal civil/criminal background checks, with monthly ongoing monitoring

-In-depth education on state and federal regulations relevant to retirement plans

-Comprehensive training in 403(b)/457 plan fundamentals

-Rigorous review of solicitation practices

-Behavioral and ethical standards trainin

In addition, all advisors maintain the required state insurance licenses to provide your employees with accurate information about the products available in your retirement plan.

Promoting Financial Literacy Independent advisors with National Life Group lead financial literacy seminars, workshops, and one-on-one meetings to empower your employees with the knowledge needed to make informed decisions about retirement planning. Our services include:

-Vendor-neutral presentations on state retirement plans

-Group seminars

*Plan-specific benefits and enrollment sessions

-Individual appointments, including annual account reviews

*Financial seminars covering:

-College funding

-Pension maximization

-Mortgage redemption/protection

-Estate planning

Our advisors are here to educate and guide your employees every step of the way—helping them build a secure and informed path toward retirement.

Retirement Education

Partnering with you, we build the participant education model that meets the needs of your plan while serving the individual needs of each employee. Our retirement education starts during the implementation process and continues until your employees retire.

We answer key retirement questions.

Why should I save for retirement? Why should I save in my employer-sponsored plan? Why should I start saving now?These are some of the most contemplated questions by your employees. Plan awareness is not enough. That’s why we offer a robust retirement education strategy that not only addresses these questions, but also responds to more. We address social security help, how does the state retirement plan factor in, am I saving enough, allocation diversification, and general retirement planning.

Individualized Service

Because we know that your employees want choice we provide education in multiple channels. For those who enjoy learning more hands on, we offer group seminars and face-to-face meetings. For those employees who want little or no help we offer tools, calculators, and resources to help them navigate through retirement.

Retirement Readiness

We want to build a strategy to help your employees be Financially Independent for Tomorrow (FIT).Helping employees achieve their retirement income goal is in part your responsibility too. Our participant services offer an approach to retirement readiness that starts with providing your employees with the guiding principles to become financially independent in retirement. We help them:

-beFIT by teaching them new habits to be financially fit;

-getFIT by developing a financial workout worth committing to;

-liveFIT by living well when they grasp the concept of saving more and developing good saving habits;

-stayFIT by maintaining good saving habits to strengthen their financial future.

Additionally, many of independent advisors use software to offer a gap analysis for employees that highlights the shortfalls in your employees' retirement strategy. The advisor will work with your employee to review the report and develop a strategy to start closing their retirement gap.Retirement readiness of your employees is our focus!