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Rose Ann McDonald, Executive Vice President of Strategic Initiatives

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Rose Ann McDonald, Executive Vice President of Strategic Initiatives

Do you have a planner, agent or advisor that provides you with outstanding service? Don’t keep them a secret. In CO, MO, NH and WI, Equity Services, Inc.

I am always looking to meet with top professionals in financial services to understand the work they do and share what our organization offers. Securities are offered solely by Equity Services, Inc., Member FINRA (FINRA.org) and SIPC (SIPC.org), 5555 Glenridge Connector Ste 525, Atlanta, GA 30342, Main Number 770-512-5100. Apogee Financial Partners is independent of Equity Services, Inc. operates as Vermont Equity Services, Inc. National Life Group is a trade name of National Life Insurance Company (NLIC), based in Montpelier VT, and its affiliates. ESI is a Broker/Dealer affiliate of NLIC. Rose Ann is a Registered Representative of Equity Services, Inc. and offers securities in GA, NY, NJ, VA, TX, AL, SC, NC, MD, WA and FL. She is also insurance licensed in GA, NY, NJ, VA, TX, AL, SC, NC, MD, WA and FL. TC122147(0721)P

11/02/2026

November is National Family Caregivers Month, and it's a good reminder that caring for someone can affect more than a family's calendar.

Caregiving may mean taking time away from work, helping with expenses or taking on responsibilities that weren't there before. It's one reason I believe financial conversations should start with your unique life situation.

Who depends on you? Who are you helping support? And have those responsibilities
changed? Questions like these can help uncover financial needs that can be easy to overlook.

10/23/2026

New home, new baby, new job. These moments change your life – and they can happen fast! To make sure everything and everyone you love is protected, your coverage needs to change with it. If you’ve had a major life change recently, it may be time for a review. Let’s talk about protecting your next chapter.

10/22/2026

Nobody grabs an umbrella hoping it'll rain.
You bring it because you'd rather be prepared.

Life insurance is obviously a much bigger decision, but there's something to that idea.

Its primary purpose is to provide a death benefit that can help financially protect the people who depend on you.

Who are you protecting? What would they need financially if you weren't here?

If you're not sure whether your current life insurance reflects those answers, let's talk.

10/20/2026

Here's a quick Estate Planning Awareness Week check-in:
When was the last time you looked at your beneficiaries?

Think about everything that's happened since then.

Marriage? Divorce? Children? Grandchildren? Other changes in who you want to provide for?

Beneficiary designations may apply to life insurance, retirement accounts and other financial accounts.

If life has changed but you haven't checked yours lately, send me a message. Let's make sure a review is on your list.

10/19/2026

It's Estate Planning Awareness Week, so here's something worth thinking about:
Estate planning can involve a lot more than a will.

Beneficiary designations. Life insurance. Retirement accounts. Powers of attorney. Trusts. And other considerations depending on your situation.

It can sound like a lot, but you don't have to figure it all out at once. Maybe you're starting from scratch. Maybe you just need a few important updates.

If you've been putting this conversation off because you don't know where to start, feel free to reach out. I'm here to help.

National Life Group and its representatives do not offer tax or legal advice. For advice concerning your own situation, please consult with your appropriate professional advisor.

10/09/2026

Helping you and your loved ones experience security and peace of mind is the reason I am driven to do what I do every day. While these conversations are not always easy, they are so valuable. Thank you for trusting me to help protect what matters most.

10/06/2026

When we talk about life insurance, it's easy to jump straight to a number.
I'd start somewhere else.

Who depends on you financially?
What would still need to be paid if you weren't here?

The mortgage. Everyday expenses. Education. Other financial responsibilities don't necessarily disappear.

Life insurance is first and foremost about the death benefit and the financial protection it can provide to the people who depend on you.

If you're wondering whether your coverage matches what you're protecting, reach out. We can talk it through.

09/29/2026

Life insurance comes with its own vocabulary, but the basics don’t have to feel complicated.
A beneficiary is the person or entity designated to receive a life insurance policy’s death benefit.
Understanding terms like this can make it easier to understand your coverage and have more informed conversations about your financial strategy.

09/14/2026

Life insurance is ultimately connected to the things that matter in life.
The people who depend on you. The goals you’re working toward. The future you want to help protect.
Life Insurance Awareness Month is a good reminder to consider the role life insurance can play in your broader financial strategy.

09/04/2026

September is Life Insurance Awareness Month, a reminder to give something that’s easy to put on the back burner a little attention.
As families, responsibilities, goals, and financial circumstances change, life insurance needs can change, too.
This month is a good opportunity to consider where life insurance fits into your financial strategy.

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5555 Glenridge Connector, Suite 525
Sandy Springs, GA
30342

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