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Tools & illustrations

Financial professional sales tools for the LiveWell® Mutual Fund IRA

Use the following Morningstar® tools to develop hypothetical illustrations, portfolio analysis, portfolio comparisons, and to screen various fund options. Then, generate compelling reports you can present to clients and prospects, including Investment Detail, Hypothetical Portfolio and Portfolio X-Ray, Portfolio Snapshot, Stock Intersection, Correlation Matrix, and Rolling Return.

Create An Illustration »
Screen Investments »
Compare Portfolios »
Build A Portfolio With Morningstar Models »

The Morningstar illustration tool will open in a new window. Please disable popup blockers or choose to always allow popups from srslivewell.com. Third-party cookies must be enabled to use the illustration tool.

If you are a financial professional, call the Sammons Retirement Solutions Sales Desk at 855-624-0201 for more information.

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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 visit srslivewell.com/prospectus, or call 866-747-3421 to obtain a current fund prospectus. 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 Institutional GroupSM, Inc. provides administrative services. Sammons Financial Network®, LLC., Midland National® Life Insurance Company, and Sammons Institutional GroupSM, Inc., are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® and Midland Retirement Distributors® are marketing divisions of Sammons Institutional GroupSM, Inc.

Please view these important product-specific disclosures for the LiveWell® Mutual Fund IRA.

Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management provides nondiscretionary consulting services to Sammons Institutional GroupSM, Inc. (SIG) but is not acting in the capacity of adviser to individual investors. Morningstar Investment Management provides recommendations to SIG regarding asset allocation targets, for certain LiveWell® products/programs, which are subject to change without notice. Morningstar Investment Management establishes the allocations using its proprietary asset classifications. If alternative classification methods are used, the allocations may not meet the asset allocation targets. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management is not affiliated with SIG.

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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