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How to build and protect generational wealth

This client-friendly blog shares ways your clients can build generational wealth and create more financial security for their loved ones.

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Important Notice: Staff User Access Clean-Up Starting December 1, 2024

To maintain site security, we’re cleaning up inactive staff user accounts.

What You Need to Know:

Action Required: Staff users who haven’t logged in within the past year will have their access deleted.
Clean-Up Date: Starting December 1, 2024, inactive accounts will be removed.
Prevent Deletion: Make sure any necessary staff users log in before December 1, 2024, to keep their access.

Access the Office Staff Access Management area here

Poll of the month

In last month’s poll, "Grilling and BBQ" was the most popular answer when agents were asked about their favorite tailgate activity. Don't forget to vote in this month’s poll below.

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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

Sammons Financial^® is the marketing name for Sammons^® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance^®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.

Insurance products issued by North American Company for Life and Health Insurance^®, West Des Moines, Iowa. Product and features/options may not be available in all states or appropriate for all clients. See product materials and state availability chart for further details, specific features/options, and limitations by product and state.

Fixed index annuities are not a direct investment in the stock market. They are long term insurance products with guarantees backed by the issuing company. They provide the potential for interest to be credited based in part on the performance of specific indices, without the risk of loss of premium due to market downturns or fluctuation. Although fixed index annuities guarantee no loss of premium due to market downturns, deductions from the accumulation value for optional benefit riders or strategy fees or charges associated with allocations to enhanced crediting methods could exceed interest credited to the accumulation value, which would result in loss of premium. They may not be appropriate for all clients. Interest credits to a fixed index annuity will not mirror the actual performance of the relevant index.

Income Pay Pro^SM is a fixed index annuity issued on base contract form NA1012A/ICC17-NA1012A.MVA or appropriate state variation including all applicable endorsements and riders.

While we are featuring these indexes and crediting methods keep in mind that other indexes besides the presented ones are also available and that this presentation should not be viewed as allocation advice.

Allocation models and output are for financial professional use only and not meant to be shared with consumers.

Deirdre Van Nest is not an employee of North American Company. The opinions and ideas expressed by her are her own and not necessarily those of North American Company or its affiliates. North American Company does not endorse these opinions and ideas nor does the company or agents give tax advice. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed as to accuracy. All presentations are for financial professional use only and cannot be used, in whole or part, with consumers.

LinkedIn is an independent third-party company and is not affiliated with North American Company for Life and Health Insurance.

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