WHAT'S INSIDE



A concise guide for inspiring conversations around transitioning to retirement and helping strengthen relationships. Help clients plan for BOTH sides of retirement.






Why you don’t want to let your clients retire for the wrong reasons—and what those reasons might be;
How staying connected to old colleagues and/or making new ones is vital—and what it can do for valuable flexibility in that crucial year or two after leaving a job.
The most dangerous mental condition to avoid post-retirement—and why having a lot of time on one’s hands makes it worse.
4 powerful resources to help your clients find their path on their unique journey. In fact, many are as close as a keyboard, IF you know where to look.
Plus more!

Exclusive conversation guide for authorized representatives only. Download your copy now for immediate use. To discuss financial solutions available, call 855-624-0201.

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 option for your own individualized sales presentations if appropriate for the particular client and circumstances.

You must be a Registered Representative and your Broker/Dealer must have an agreement with Sammons Financial Network®, LLC., member FINRA, 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 Institutional Group®, Inc. provides administrative services. Sammons Financial Network®, LLC., Midland National® Life Insurance Company and Sammons Institutional Group®, Inc., are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® is a division of Sammons Institutional Group®, Inc.

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.

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34401R-55671 PRT 01-22