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Retirement Planning
1. Retirement Planning for the Business Owner Presented by: [DBA] [Agent] is a Registered Representative of Equity Services Inc., [branch office address and telephone number]. Securities are offered solely by Equity Services, Inc., Registered Broker/Dealer Affiliate of National life Insurance Company, Montpelier, Vermont [DBA name] is independent of Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company and its affiliates. This information is not intended as tax or legal advice. Please consult with your Attorney or Accountant prior to acting upon any of the information contained in this presentation. TC32934(0107) Please note that agents who use this presentation must submit the cover slide with their securities disclosure for review and approval prior to use. Agents should also be aware that changes made to the presentation may require refiling with the NASD., which can be a 4-6 week process
Note to Presenter: [Your introduction must include the following: I am a registered representative of Equity Services, Inc., the broker-dealer affiliate of National Life located in Montpelier, Vermont. We offer variable life insurance products through Equity Services.]