Navigating challenging times
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THIS COSTS YOU NOTHING:

Establishing yourself as the “financial closer” for your clients and their families is about more than returns on investments.

In fact, it’s the support you deliver OUTSIDE of their investments that can help you become the person they turn to when their family faces a financial crisis situation.

• Maybe they're struggling to provide care to an aging relative.
• Perhaps they're wrestling with estate plans or setting up final arrangements.
• May they're trying to navigate the death of a loved one.

Your complimentary “Helping Client Families Navigate Challenging Situations” Toolkit contains 12 newly developed tools to help you guide clients and their families through stressful situations. These tools include:

During his own family's crisis, a financial professional
with 18 years in the industry was shocked by the roadblocks!
• NOW INCLUDED: In Case of Emergency Guidebook (5 copies)
• A Guide to Navigating Moments of Client Crisis (1 copy)
• “Thinking Of You” Cards (10 copies)
• Messaging Guide for Families During Challenging Times (1 copy)
• 13 Questions to Help You Spot an Overwhelmed Caregiver (5 copies)
• 27-Point Caregiving Documents Checklist (5 copies)
• 19-Point Guide to Planning Your Final Arrangements (5 copies)
• Estate Planning Mistakes of the Rich & Famous (1 copy)
• 33-Point Executor of Estate Checklist (5 copies)
• Power of Attorney & Executor of Estate Responsibilities: How to Handle 2 of the Most Common Situations (5 copies)
• Surviving Spouse Calendar (5 copies)
• Planning Across Generations: What Family Members Need to Learn from Their Parents’ Estate Planning Successes & Failures (5 copies)
Guide

IMPORTANT: Supplies are limited. Register for your complimentary Toolkit today!

BONUS FREE GIFT:
Call us at 855-624-0201 to set up a time for us to swing by your office, and we'll deliver your complimentary Toolkit
plus a FREE Fireproof Document Bag.

 FREE Fireproof Document Bag

As independent financial professionals, it is up to you to choose whether any of the sales concepts contained in these materials might be appropriate for use with your particular sales strategy and clients. Please note that Sammons Retirement Solutions® does not require you to use any of these sales concepts; they are resources that can be used at your option for your own individualized sales presentations if appropriate for the particular client and circumstances.

You must be a Registered Representative and your Broker/Dealer must have an agreement with Sammons Financial Network®, LLC., member FINRA, in order to receive materials.

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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