Important year-end reminders

If applicable, 1099R, Fair Market Value (FMV), and Required Minimum Distribution (RMD) documents will be mailed to clients by January 31, 2024. Owners of qualified annuity contracts are required to take their RMD by December 31 of each year.

IMPORTANT: Find copies and all the information needed by logging in to srslivewellservice.com.
Select MyBusiness / View My Documents.

REMEMBER: Clients can request withdrawals online at mymidlandnational.com.

OFFICE CLOSURES
Winter Holiday: Offices closed Monday, December 25, 2023.
New Year's Day: Offices closed Monday, January 1, 2024.

CONTACT INFORMATION
Fixed and fixed index annuities: 877-586-0244
Mutual Funds and variable annuities: 866-747-3421

Sammons Institutional Group®, Inc. and its affiliated companies do not give tax, legal, or investment advice. Please consult with and rely upon your own tax, legal, or investment professional(s).

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 Group®, Inc. provides administrative services. Sammons Financial Network®, LLC., Midland National® Life Insurance Company, and Sammons Institutional Group®, Inc., are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® is a division of Sammons Institutional Group®, Inc.

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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31698R REV 12-23