More Solutions. More Choice. Meet ESI’s Newest Strategic Partner.
ESI is pleased to welcome Sammons Retirement Solutions® (SRS) as our newest strategic partner, expanding access to additional retirement income, accumulation, and investment solutions for financial professionals and advisors and their clients.
Through this partnership, ESI’s financial professionals and advisors will gain access to the LiveWell Dynamic RILA, LiveWell Variable Annuity, and the LiveWell IRA and Non-Qualified Mutual Fund Programs. These offerings provide additional flexibility to help address a variety of retirement and investment needs.
To introduce the partnership and available solutions, ESI and Sammons Retirement Solutions will host a webinar on June 30 at 2:00 p.m. ET.
During the session, attendees will learn more about the product lineup, key features and benefits, and how these solutions may fit within client retirement strategies.
About Sammons Retirement Solutions®
Sammons Retirement Solutions helps financial professionals support their clients through a broad suite of retirement-focused investment and insurance solutions, including mutual fund programs, variable annuities, fixed annuities, and fixed index annuities. As part of Sammons Financial Group®, a financially strong organization with more than $117 billion in assets, the company is committed to delivering innovative solutions and long-term support for financial professionals, advisors, and their clients.
Suitability information for Sammons LiveWell Mutual Funds
Sammons IRA offers no load funds with no transaction fees. In completing the Mutual Fund Purchase Disclosure for Sammons, the registered representative should check the box next to “Account has asset based custodial fees (Describe in the remarks below)”. In the remarks section IV, the registered representative should disclose the average account value recordkeeping fee as follows:
$100,000+ = .45%
$50,000 -< $100,000 = .55%
$25,000 -< $50,000 = .65%
Less than $25,000 = .80%
For additional information, please contact Sammons Retirement Solutions at 855-624-0201.
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