Use the following Morningstar® tools to develop hypothetical illustrations, portfolio analysis, portfolio comparisons, and to screen various fund options. These reports include compelling information for your clients, such as: Investment Detail, Hypothetical Portfolio and Portfolio X-Ray, Portfolio Snapshot, Stock Intersection, Correlation Matrix, and Rolling Return.
The LiveWell® Variable Annuity features some of the country's premier money managers:
Variable annuities are designed for long-term investing, such as retirement investing and are subject to market risk including loss of principal.
Investing in variable annuities involves risk, including potential loss of investment. You and your client should consider the investment objectives, risks, charges, and expenses of the 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 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.
Please click here to view important product-specific disclosures for the LiveWell® Variable Annuity.
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.
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.