Simple, innovative, straightforward retirement planning

Whether you're conservative or aggressive ... already retired ... or decades away.

The LiveWell® Mutual Fund IRA could make it easier to build a retirement solution tailored to your risk tolerance and investment horizon.

More than 150 mutual funds from 20+ fund managers in one convenient program.

ONE affordable record keeping fee with standard fund expenses
No front-end loads, no back-end loads
No charge to reallocate or rebalance1
No charge for systematic withdrawals
No fees for automatic required minimum distributions
 

Learn more about the LiveWell Mutual Fund IRA.

Fund options and associated standard mutual fund fees are as of 5/1/2020. Standard mutual fund fees, ranging from 0.64%-2.40% net, also apply.

The LiveWell Mutual Fund IRA is available exclusively through independent financial professionals.
Ask your financial professional for more information today.

Sammons Retirement Solutions is a marketing division of Sammons Institutional Group, a wholly owned subsidiary of Sammons® Financial Group, Inc.
Sammons® Financial Group is an insurance holding company with more than $89 billion in assets (statutory basis).2 Sammons Financial Group member companies offer a diverse portfolio of financial services, including life insurance, annuities, and securities. The parent company, Sammons Enterprises. Inc., ranks No. 75 on Forbes' 2019 List of America's Largest Private Companies.3

The LiveWell Mutual Fund IRA features some of the country's premier money managers:

1 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 Statutory Basis as of 12/31/2019.

3 Ranked No. 75 on Forbes' 2019 List of America's Largest Private Companies. The list includes 228 privately held companies with revenues of more than $2 billion.

Investing in mutual funds involves risk, including potential loss of investment. You should consider the fund's investment objectives, risks, charges, and expenses carefully before investing. The prospectus and/or summary prospectus contain this and other information. You may contact your financial professional, visit srslivewell.com/prospectus, or call 866-747-3421 to obtain a current fund prospectus. Please read it carefully before investing.

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® and Midland Retirement Distributors® are marketing divisions of Sammons Institutional Group, Inc.

Sammons® Financial Group, Inc. is comprised of Midland National® Life Insurance Company, North American Company for Life and Health Insurance®, Sammons Institutional Group, Inc., and Sammons Financial Network®, LLC., member FINRA. Sammons Retirement Solutions® and Midland Retirement Distributors® are marketing divisions of Sammons Institutional Group, Inc.

Please view these 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.

19177R PRT 05-20