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Establishing yourself as the “financial closer” for your clients and their families is about more than returns on investments.

In fact, it’s the support you deliver OUTSIDE of their investments that can help you become the person they turn to when their family faces a financial crisis situation.

Your complimentary “Helping Client Families Navigate Challenging Situations” Toolkit contains 11 newly developed tools to help you guide clients and their families through stressful situations. These tools include:

• A Guide to Navigating Moments of Client Crisis (1 copy)
• NEWLY CREATED: “Thinking Of You” Cards (10 copies)
• Messaging Guide for Families During Challenging Times (1 copy)
• 13 Questions to Help You Spot an Overwhelmed Caregiver (5 copies)
• 27-Point Caregiving Documents Checklist (5 copies)
• 19-Point Guide to Planning Your Final Arrangements (5 copies)
• Estate Planning Mistakes of the Rich & Famous (1 copy)
• 33-Point Executor of Estate Checklist (5 copies)
• Power of Attorney & Executor of Estate Responsibilities: How to Handle 2 of the Most Common Situations (5 copies)
• Surviving Spouse Calendar (5 copies)
• Planning Across Generations: What Family Members Need to Learn from Their Parents’ Estate Planning Successes & Failures (5 copies)
Guide

IMPORTANT: Supplies are limited. Register for your complimentary Toolkit today!

Facing a challenging case?
Call our Sales Desk at 855-624-0201 to talk about successful strategies other financial professionals have used.

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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36751R-57531 PRT 10-23