Policy Number: 1028102X

#BWNCDPH

BRAD CURRIE
1104 ALDER CREEK WAY
BRENTWOOD CA 94513-5834

Stick to your plan for financial security.

If you are currently contributing to your annuity, enjoy watching your retirement savings grow! If you’ve
stopped contributing, today is a great day to start again.

Small contributions make a big difference!

Start with something simple – small In 20 years In 30 years In 40 years

increases to your contributions can
add up to big savings.
you’d have you’d have you’d have

$4.95
Specialty $150 $49,149 $87,021 $137,918
Coffee per month
(30/month)

$10.00
Take-Out $200 $65,532 $116,028 $183,890
Lunch per month
(20/month)

All figures assume a 3% annual rate of return compounded monthly and do not include any matching contributions made by an employer which are
available in some qualified retirement plans. This is a hypothetical example for illustrative purposes only – not representative of any particular investment.

Make a big difference in your retirement savings.

To restart or increase your retirement
savings, contact your HR Department.

Contact your Agent if you would like help or have questions.

TC114957(0620)1
Important Information
You can access your policy or certificate information on our website. To register, go to www.NationalLife.com. Select the Register Now option in the right
navigation and follow the instructions. Statements are generated each quarter in which there is Premium or Policy activity, or annually if there is only reset
activity. There is no cumulative statement showing all activity annually. All statements are available on our website.

Footnotes
1 Current accumulation value. Does not include a withdrawal charge that may be due upon surrender.
2 Hypothetical example for illustrative purposes only - not representative of any particular product.
3 Assuming no withdrawals during the withdrawal charge period, or rider charges.
4 The death benefit is net of outstanding loans, if any.
5 For qualified plans, certain qualifications must be met prior to accessing the Surrender Value, such as approval from the plan administrator. Value is
before any Federal and/or State Withholdings. This amount would be available as of the statement date, net of withdrawal charges, outstanding loans and
state premium tax, if applicable. All withdrawals made from annuities with pre-tax contributions are taxed as ordinary income. All withdrawals from an
annuity purchased with non-qualified monies are taxable as ordinary income only to the extent there is a gain in the policy. This number does not reflect any
early distribution fees that might be assessed by the IRS prior to age 59½. Your surrender value at the end of your previous period was $8,824.09.
6 Depending on your state of residence, the Ending Value of your Statement Period Details may include a state premium tax associated with new
Contributions. Your tax is $0.00.
7 Your withdrawals during this statement period do not include any taxes, contract withdrawal charges, or other deductions that may have reduced the
amount you received. Please refer to the payment details sent to you following your withdrawal request.
9 We will make available the newly declared Index Rates, Caps, and declared interest rates for each month’s Reset Date 20 days in advance of each such
Reset Date. You may call us at 1-800-732-8939.
“Contributions” include transfers, exchanges, rollovers, and premiums.
Loan Balance is comprised of all loans in good standing and any defaulted loans not yet paid off.
“Standard & Poor’s®”, “S&P®”, “S&P 500®”, “Standard & Poor’s 500” and “500” are trademarks of The McGraw-Hill Companies, Inc. and have been
licensed for use by LSW. The product is not sponsored, endorsed, sold or promoted by Standard & Poor’s and Standard & Poor’s makes no representation
regarding the advisability of purchasing the product.
Guarantees are dependent upon the claims-paying ability of the issuing company.
National Life Group® is a trade name representing various affiliates, which offer a variety of financial service products. Life Insurance Company of the
Southwest, Addison, TX, is a member of National Life Group.

TC95459(0517)P
 Quarterly Statement
FIXED INDEXED ANNUITY

Change Since Statement Period:

$77.61
Where are you TODAY? Last Statement: 10/01/2020 – 12/31/2020
Current Contributions
$9,970 cash balance1 per Month:
$0.00
BRAD CURRIE
1104 ALDER CREEK WAY
BRENTWOOD CA 94513-5834
Where could you be at retirement?2
See how increases to your contributions could pay out in retirement. Assumes monthly Policy Number: 1028102X
contributions for 15 years at 2%. Plan: 403(b)
Product Name: SP PLATNM
$25 $5,244 $100 $20,976
Issue Date: February 08, 2017
An increase of $25 per month, the cost of a An increase of $100 per month, the cost of
pizza, could purchase a vacation in tickets to a special event, could purchase a
retirement. car in retirement.
Grow Your Retirement
$50 $10,488 $125 $26,220 Any increase in savings can have a
great impact on the growth of
An increase of $50 per month, the cost of a An increase of $125 per month, the cost of a your retirement. Consider
mani/pedi, could purchase a home remodel pair of athletic shoes, could purchase a saving more for the future
in retirement. timeshare in retirement. by increasing your
contribution today.

Contact
Your Agent: ERIC ANDERSON | 209-840-0501
your Agent or
National Life to EANDERSON@TPENSIONS.COM We have
discuss your
options National Life: 800-732-8939 | Access your statement online at NationalLife.com your back!
During the 2008 financial
crisis, our fixed & indexed
Products issued by: annuities did not lose a single
Life Insurance Company of the Southwest® penny due to the market.3
 STATEMENT PERIOD DETAILS6
Death Benefit:4
Beginning Value
Your The amount your beneficiaries receive $9,970.09 $9,892.48
(10/01/2020):
Balances To view more information should the annuitant pass away.
Contributions: $0.00
OR
about your policy, visit
Surrender Value: 5
Credited Interest: $77.61
www.nationallife.com.
The total amount you can withdraw, Withdrawals: 7
$0.00
$8,893.32
minus any additional charges and Ending Value
$9,970.09
taxes. (12/31/2020):

Annuitization Options:
Income You have the option to receive the value of your Annuity as monthly income installments.
Please contact your agent or a National Life representative for more information.

ALLOCATIONS FUTURE CURRENT

Current Allocations:
Interest S&P 500® Ending Index 100% $9,970.09
Accounts
Future Allocations:9 This shows where your money will be
directed for any future contributions. If you have modified Protect Your Assets
your allocations, those changes will appear here. You’ve worked too hard saving for your
retirement only to spend those dollars
Current Allocations: This represents the current
on an unexpected illness or death.
allocation of your money among different strategies.
Consider protecting your future with a
These strategies are utilized to gain interest. 100%
life insurance policy.

S&P 500® Ending Index Call your agent for more information.

ERIC ANDERSON
209-840-0501
 INTEREST ACCOUNT PERFORMANCE
10/01/2020 - 12/31/2020
WEIGHTED
TOTAL BEGINNING TOTAL INTEREST TOTAL ENDING
AVERAGE
VALUE CREDITED VALUE
CREDIT*
S&P 500® Ending Index
OCTOBER $753.81 $26.38 $780.19 3.50%
NOVEMBER $738.99 $25.86 $764.85 3.50%
DECEMBER $724.76 $25.37 $750.13 3.50%
Total Index Value: $2,217.56 $77.61 $2,295.17 3.50%

*The amount of interest credited to an Interest Strategy account for this reporting period
expressed as a percentage of the Interest Strategy value at the beginning of the statement
period. This is not an annualized interest rate.

CURRENT RATES FOR FUTURE CONTRIBUTIONS*

CAP PARTICIPATION
S&P 500® Ending Index 1.50% 100.00%

*Rates are not guaranteed and may change at any time.

Key Terms:
Cap Rate – the maximum interest rate that can be credited to an indexed strategy for one crediting period.
Participation Rate – the percent of the change in the index that is used to calculate how much interest to
credit to the indexed strategy.