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For clients retiring, changing jobs, or simply looking to consolidate retirement programs to save time and money, consider our LiveWell® Mutual Fund IRA.

SIMPLE • INNOVATIVE • STRAIGHTFORWARD

With a contribution as low as $10,000, your clients have access to:

  • More than 140 mutual fund options—all on one convenient platform (that means only one statement for them!)
  • Freedom to change their mind—No charge for reallocating or rebalancing1
  • No upfront fees—Just one recordkeeping fee2, plus standard fund expenses
  • No back-end fees—Clients can withdraw assets without paying a back-end fee

For a complete listing of all fees and charges, please click here.



 

NOTE: The LiveWell® Mutual Fund IRA is just one option. You and your client should carefully weigh the pros and cons of each alternative. In some cases, it may be beneficial for a client to leave money in their current retirement plan. Other options include rolling assets into their new employer's plan, installments or annuity payments (if available), or rolling assets to an IRA.

1 Subject to the Excessive Trading Policy; more than one "round trip" involving the same investment option within a 60-calendar-day period is considered excessive trading. Please review the Disclosure Statement & Custodial Account Agreement of the LiveWell® Mutual Fund IRA booklet.

2 The recordkeeping fee is compensation for administering, reporting, and maintaining a history of IRA owner activities. Management services are not provided and no management fee is charged.

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Investing in mutual funds involves risk, including potential loss of investment. You and your client should consider the investment objectives, risks, charges, and expenses 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 fund prospectus. Please read it carefully.

Securities distributed by Sammons Financial Network® LLC, member FINRA. Sammons Institutional GroupSM, Inc. provides administrative services. Sammons Financial Network® LLC, Sammons Institutional GroupSM, Inc. and Sammons Retirement Solutions® (a division of Sammons Institutional Group) are affiliated companies and indirect wholly owned subsidiaries of Sammons Enterprises, Inc. of Dallas, Texas.

Please click here to view important product-specific disclosures for the LiveWell® Mutual Fund IRA.

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.