Sammons Retirement Solutions Inc.

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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.

Before making any rollover decisions, you and your client must carefully consider all available retirement plan options including leaving the money in the current plan (which may be beneficial in certain circumstances), rolling the money to the new employer's plan, installment and annuity payments (if available) and IRA rollovers. The key factors for the decision include: 1) investment options; 2) fees and expenses (including for both investment options and account-related fees and expenses; 3) differing service levels available; 4) withdrawal penalties; 5) creditor and legal protections; 6) required minimum distributions; 7) employer stock; 8) income needs; and 9) tax impact and penalties. Tax consequences will vary and your client should consult with a tax or legal adviser.

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