1 Pershing 2014 Study, "What Do Top Advisors Say and What Do Investors Really Think?" https://www.pershing.com/our-thinking/thought-leadership/what-do-top-advisors-say-and-what-do-investors-really-think
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Clients retiring or changing jobs have options. In some cases, it may be beneficial for clients to leave the money in their current retirement plan. They can also consider rolling assets into the new employer plan, installments or annuity payments (if available), cashing out the account value, or rolling assets into an IRA.
Securities distributed by Sammons Financial Network® LLC, member FINRA. Insurance products are issued by Midland National® Life Insurance Company (West Des Moines, IA). Sammons Retirement Solutions® Inc. provides administrative services. Sammons Financial Network® LLC, Midland National® Life Insurance Company, and Sammons Retirement Solutions are affiliated companies and indirect wholly owned subsidiaries of Sammons Enterprises, Inc. of Dallas, Texas.
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FOR INSTITUTIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES.
24292R-23260 PRT 08-16