Use these materials to help uncover "orphaned" retirement accounts within your book of business and help put that money to work for your clients again.
Yes! Send my 3-step guide full of tools to help uncover rollover opportunities in my book of business
Questions? Contact the Sammons Retirement Solutions® Sales Desk at 855-624-0201.
You must be a Registered Representative and your Broker/Dealer must have an agreement with Sammons Institutional Group
As independent financial professionals, it is up to you to choose whether any of the sales concepts contained in these materials might be appropriate for use with your particular sales strategy and clients. Please note that Sammons Retirement Solutions® does not require you to use any of these sales concepts; they are resources that can be used at your discretion for your own individualized sales presentations if appropriate for the particular client and circumstances.
Investing in mutual funds involves risk, including potential loss of investment. You and your client should consider the fund's investment objectives, risks, charges, and expenses carefully before investing. The prospectus and/or summary prospectus contain this and other information. You or your client can call 866-747-3421 to obtain a current fund prospectus. Please read it carefully.
Securities distributed by Sammons Financial Network®, LLC., member FINRA. Insurance products are issued by Midland National® Life Insurance Company (West Des Moines, IA). Sammons Institutional Group
Please view these important product-specific disclosures for the LiveWell® Mutual Fund IRA.
NOT FDIC/NCUA INSURED, MAY LOSE VALUE, NOT A DEPOSIT OF A BANK, NOT BANK/CU GUARANTEED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
FOR INSTITUTIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES.
29841M-26860 PRT 12-19