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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.

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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 Retirement Solutions® Inc. provides administrative services. Sammons Financial Network® LLC and Sammons Retirement Solutions 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® Plus 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 Retirement Solutions® Inc. (SRS) but is not acting in the capacity of adviser to individual investors. Morningstar Investment Management provides recommendations to SRS 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 SRS.

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.