Welcome to the Center for Professional Excellence

Your source to help stay current with business-building ideas and industry trends—plus consumer-focused materials you can use to connect with your clients.

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Creating ongoing touch points with clients is an important part of staying top-of-mind. Download our consumer-focused articles on a wide range of topics for use in newsletters, emails, or websites.

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The more you know, the more likely your clients are to turn to you when they need help from a trustworthy professional. Check out our ever-expanding library of webinars, audio updates, and white papers.

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Have questions about Sammons Retirement Solutions, need a hypo, or want to talk through options on a tough-to-close case? We're here to help.

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Articles

6 Simple Memory Aids, Tools, and Strategies

How to stay mentally fit as you age

Everyone faces different degrees of memory loss as they age. Learn 6 strategies to help improve memory, no matter what stage of aging you're in.

7 Great Travel Tips to Keep Your Identity

How to prevent identity theft when you're away from home

Whether you're hitting the open road or flying overseas, travelers who've logged the most miles have a few routines that help keep them safe while they're away from home. Read more about a few habits worth developing when making plans to get away.

Aging Gracefully

Ways to stay active and get better as you age

Learn more about four key areas that affect how you age, plus practical tips for navigating through different phases of aging.

Can Loneliness Affect Your Physical and Mental Health?

What lack of connection can mean to your health

Several significant studies have looked into loneliness and social isolation and each reports a similar conclusion: loneliness can impact your physical and mental health. Learn more about these health risks and how you can take care of yourself and those you love.

Caregiving in Retirement

From providing care to receiving care

Learn more about options for caregiving, whether you need to provide care, receive care, or prepare for long-term care.

How to Recognize (and Avoid) Common Phone Scams

Create a plan for dealing with fraud

Older adults lose billions of dollars each year to financial exploitation and fraud. Learn about three scams that are often reported and what to do to avoid becoming a victim.

Keeping a Healthy Mind and Body in Retirement

Understanding integrative healthcare and the options available

Older adults lose billions of dollars each year to financial exploitation and fraud. Learn about three scams that are often reported and what to do to avoid becoming a victim.

Pets in Retirement

Using pets to combat struggles

Read more about how pets can boost your activity level and your morale—plus ways to get the benefits without actually owning a pet.

Taking Control of Your Legal Life

Essential legal documents everyone needs

Individual situations can make it difficult to pinpoint exactly which legal documents you need. However, most legal professionals agree planning for different possibilities can save time, effort, and stress. Learn more about what to look into with your legal and financial professionals.

Tips to Improve Communication with Your Healthcare Provider

How to talk with your doctor for better results

Effective communication with your doctor can create better outcomes and increase patient satisfaction. Read more about how to prepare for doctors' visits and how to keep communication open.

Side Hustles At—and After—Retirement

Earn extra money while having fun

Whether you're close to, just starting, or deep into retirement, finding a side hustle can mean some quick extra cash or a way to have fun and enjoy the challenge of "what could happen if...". Whatever your reason, here are a few ideas for taking on a side gig and generating some extra money.

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Webinars

Solving for Longevity

Running out of money is a top financial concern of clients nearing retirement. Find out how you can address this top cause of concern with strategies that help ensure your clients won't outlive their money.

3 Stages of Retirement

Learn more about how to guide clients toward making the most of all three retirement stages ... whether they're focused on accumulating money, turning savings into income, or wondering how to access their money later in retirement.

Economic Update with Morningstar

In this month's webinar from July 2019, Justin Rafferty talks with Carolyn Szaflik of Morningstar Investment Management LLC. Carolyn reviews the global equity and fixed income markets, discusses where there may be investment opportunities, and explores how this translates into the managed portfolios available through Sammons Financial Network LLC.

Audio updates

Income Crisis

Many people are uneasy about retirement, thanks to dwindling retirement plans and long-thought concerns about Social Security's stability. Lean more about options that may help your clients leave these concerns in the dust by providing a protected, guaranteed income stream they may need in retirement.

Retirement Conversations Your Clients Want to Have

Learn more about how to guide clients toward making the most of all three retirement stages ... whether they're focused on accumulating money, turning savings into income, or wondering how to access their money later in retirement.

White papers

Solving for Longevity

Living longer should not be looked at as burdensome to your clients, and rethinking how you help them plan for their longevity may be the key to their overall retirement confidence and success. This white paper helps reposition longevity expectations and suggests options to self-insure against longevity.

It's All in Prevention: Help Leave Concerns of a "Retirement Income Crisis" in the Dust

Learn how to help clients leave concerns of a "retirement income crisis" in the dust. This white paper details relevant statistics of where we are today, factors that contribute to retirement preparedness, and the opportunity the current circumstances may offer financial professionals.

Check out additional value-add materials from our fund partners and industry thought leaders.

Brought to you by the Center for Professional Excellence and Sammons Retirement Solutions.

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® and Midland Retirement Distributors are divisions 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.
29520R PRT 09-19