What are the easiest strategies to win new clients, make yourself indispensable, and efficiently segment your book of business?
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PRACTICEWELLSM ADVISER SUCCESS STRATEGIES"Righting" Your Book |
Request your free PracticeWellSM Adviser Success Strategies guides now to find out.
You must be a Registered Representative and your Broker/Dealer must have an agreement with Sammons Retirement Solutions® Inc. in order to receive materials.
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.
NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
FOR INSTITUTIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES.
24307R-23403 PRT 10-16