ADVISER REQUEST SITE

IS YOUR BOOK OF BUSINESS AT RISK OF "THE SHIFT"?

Among those receiving an inheritance, 66% will move funds away from their parents' financial adviser.1

Download your free "How to Have a Successful Family Money Meeting" Planning Guide and bonus "Family Money Meeting" Checklist. These handy tools will help you:

  • Set up and lead family money meetings
    Learn how to ensure everyone leaves the meeting with less stress – and higher trust in you as the family's financial adviser.
  • Preserve more business
    Help keep funds from shifting to another adviser when your client's children start making decisions about inheritance.
  • Help grow your book of business
    Position yourself as the family adviser early on – so you're seen as their adviser when the children start to build lives of their own.
Family Money Meeting Guide & Checklist

I WANT TO AVOID "THE SHIFT"

Fill in the information below to download your free "How to Have a Successful Family Money Meeting" Planning Guide and bonus "Family Money Meeting" Checklist.

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1 Skinner, Liz. "The great wealth transfer is coming, putting advisers at risk." InvestmentNews. July 13, 2015.

You must be a Registered Representative and your Broker/Dealer must have an agreement with Sammons Retirement Solutions® Inc. in order to receive materials.

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, NOT A DEPOSIT OF A BANK, NO BANK/CU GUARANTEE, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.

FOR INSTITUTIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES.
25565R-24267 PRT 08-17