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SIMPLE, INNOVATIVE, STRAIGHTFORWARD RETIREMENT PLANNING SOLUTIONS IN ONE CONVENIENT LOCATION

If you're like many financial professionals, you have go-to investment options for conservative clients, aggressive customers, and everyone in between. But until now, it's been difficult to access them all in one convenient place.

LIVEWELL® MUTUAL FUND IRA SERIES

The LiveWell® Mutual Fund IRA could be right for clients:

  • Changing jobs or retiring
  • Looking to consolidate retirement assets
  • Seeking a simple and easy-to-understand retirement program

The LiveWell® Plus Mutual Fund IRA could be right for clients:

  • Who have existing IRAs or retirement plans from a previous employer
  • Interested in a 3% Account Bonus*
  • Looking to set aside IRA money for long-term retirement goals

LIVEWELL® ANNUITY SERIES

The LiveWell® Variable Annuity could be right for clients:

  • Interested in growing assets on a tax-deferred basis
  • Wanting to increase retirement funds beyond contribution limits of an IRA or 401(k)
  • Seeking to protect money for their loved ones

The LiveWell® Preferred Fixed Index Annuity could be right for clients:

  • Looking for a set amount of guaranteed income in retirement
  • Seeking protection of premium against losses due to market downturns and fluctuations
  • Wanting to ensure the financial legacy they leave to loved ones
  • Searching for the power to choose how long they want their money to grow

The LiveWell® Fixed Index Annuity could be right for clients:

  • Looking for a set amount of guaranteed income in retirement
  • Seeking protection of premium against losses due to market downturns and fluctuations
  • Wanting to ensure the financial legacy they leave to loved ones

The LiveWell® Guarantee Annuity, a Multi-Year Guaranteed Annuity, could be right for:

  • Conservative clients looking for a predictable return in today's post-recession environment
 

Click here for Value Add Programs
 

* When you make a contribution, including a rollover contribution within six months of opening your IRA, Sammons Retirement Solutions® Inc. will add an additional 3% based on the net contribution(s) (adjusted for any prior withdrawals) to your IRA ("Account Bonus"). The amount of the Account Bonus is calculated as a percentage of your net contribution(s). The Account Bonus becomes part of the IRA at the same time as the corresponding net contribution(s).

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Investing in mutual funds and variable annuities involves risk, including potential loss of investment. You and your client should consider the investment objectives, risks, charges, and expenses of the mutual fund or variable annuity and its underlying investment options carefully before investing. The prospectus and/or summary prospectus contain this and other information. You or your client can call 866-747-3421 to obtain a current prospectus for the mutual fund or the variable annuity and its underlying investment options. Please read it carefully.

Securities distributed by Sammons Financial Network® LLC, member FINRA. Insurance products are issued by Midland National® Life Insurance Company (West Des Moines, IA). Sammons Retirement Solutions® Inc. provides administrative services. Sammons Financial Network® LLC, Midland National® Life Insurance Company, and Sammons Retirement Solutions are affiliated companies and indirect wholly owned subsidiaries of Sammons Enterprises, Inc. of Dallas, Texas.

Guggenheim Investments is the fund manager for the investment management business of Guggenheim Partners, LLC ("Guggenheim"). Guggenheim is an affiliate of Sammons Enterprises, Inc., the parent company of Sammons® Financial Group, Inc. and its affiliated companies.

Please click the links below to view important product-specific disclosures:

LiveWell® Mutual Fund IRA | LiveWell® Plus Mutual Fund IRA | LiveWell® Variable Annuity | LiveWell® Preferred Fixed Index Annuity | LiveWell® Fixed Index Annuity | LiveWell® Guarantee Annuity

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.