Reserve your 2025 Annual Review Roadmap
Meeting with your clients and reviewing their retirement plan each year is crucial to ensure their plan is on the right track. The 2025 Annual Review Roadmap is a helpful tool to guide you through those meetings. With 5 checkpoints to explore, you can get the conversation started highlighting key changes and helpful reminders for the new year.
Don't delay, supplies are limited. Order yours at no cost, today!
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Have questions for our Sales Desk? Make the most of your upcoming meetings, and call our dedicated Sammons Retirement Solutions® Sales Desk today at 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 Institutional Group®, 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 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.
Sammons Institutional Group®, Inc. and Sammons Financial Network®, LLC., member FINRA, do not give tax, legal, or investment advice. Please have your client consult with and rely on their own tax, legal, or investment professional(s). Taxes are payable upon withdrawal of funds, and a 10% IRS penalty may apply to withdrawals prior to age 59½.
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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