Sammons Retirement SolutionsSM Inc. (SRSISM)
Specializes In Creating Investment Vehicles Built On Traditional Values
Sammons Retirement Solutions presents the LiveWellSM Plus Mutual Fund IRA, LiveWellSM Mutual Fund IRA, and the LiveWellSM Variable Annuity. These investment offerings use a two-pronged approach to managing wealth!
With more than 100 investment options our one-stop solution helps you tailor your portfolio to your unique situation. Choose investments for long or short term, conservative or aggressive and have maximum flexibility in your investments. Changing your investment strategy later is easy. There are no surrender charges, no transaction fees, and no sales loads.
We believe having multiple choices is nice but means nothing if the companies behind them aren't of the highest quality. That's why SRSI strives to provide some of the best money managers and investment options available in the industry.
OVER 100 YEARS OF SOLID FINANCIAL PERFORMANCE
Starting with the founding of Midland National Life Insurance Company in 19062, the companies of Sammons Financial Group have developed a strong reputation for delivering value for our clients. Over the past 100 years, we've successfully met the tough economic and financial challenges facing our customers. We've persevered through two World Wars, the Great Depression, the Dust Bowl and several recessions. And in the end, we've confidently faced the future with a steady record of pre-tax profits... helping to shepherd our clients through difficult economic environments.
SAMMONS RETIREMENT SOLUTIONS A MEMBER OF SAMMONS FINANCIAL GROUP
Sammons Financial Group (SFG) is an insurance holding company with over $46 billion in assets.* SFG member companies offer a diverse portfolio of financial services, including life insurance, annuities, and securities. Sammons Financial Group is comprised of:
The parent company, Sammons Enterprises, Inc., is a multifaceted, diversified international holding corporation that owns and operates businesses across a diverse range of industries. Headquartered in Dallas, Texas, Sammons Enterprises, Inc. ranks as one of the largest privately held companies in the United States.**
**Ranked No. 125 on Forbes' 2012 List of America's Largest Private Companies. The list includes 220 closely held corporations that had at least $2 billion in annual revenues.
1. Subject to the Excessive Trading Policy: We do not currently charge for reallocations, but we reserve the right to charge $15 for each allocation after the 15th transfer in a contract.
2. Founded in 1906 as Dakota Mutual Life Insurance Company and in 1925 changed name to Midland National Life Insurance Company.