Listen in as Associate Vice President of Strategic Marketing, Isaac Norton, shares more on our latest research endeavor, Project Apex, and how it can motivate and guide our agents, advisors, and financial professionals.
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FOR FINANCIAL PROFESSIONAL USE ONLY. NOT INTENDED FOR CONSUMER SOLICITATION PURPOSES.
Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including Midland National® Life Insurance Company. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, Midland National Life Insurance Company.
Neither Midland National® Life Insurance Company, nor any financial professionals acting on its behalf, should be viewed as providing legal, tax or investment advice. Your client should be advised to rely on their own qualified tax professional.
This Sammons Financial research study was conducted in two phases between November 2022 and January 2023. Phase 1 consisted of in-depth phone interviews among 20 top producing agents. Phase 2 was an online survey exercise comprised of 309 life insurance and annuity agents, both sampled from the general insurance market and Sammons Financial member company agents. Analysis is for educational purposes only. The experience of the participants of the 2023 Sammons Financial Research Study may not be representative of the experience of all. Be sure to follow all applicable advertising guidelines. Agents interviewed sell more than annuities/life insurance and statements provided may not apply directly to the sale of these products.
Advisor is used in this presentation in replace of a Financial Professional who sells annuities and or life insurance.
All survey responses were submitted anonymously with permission to use in advertising. The opinions are their own and not necessarily those of Midland National.
The opinions and ideas expressed by the agents surveyed do not reflect the views and opinions of Midland National. Their testimonials are not indicative of future performance or success and may not be representative of the experience of other clients or agents. The agents are independently contracted with Midland National and receive commissions on the sales of Midland National insurance products. They were not compensated for their endorsement.
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 the Midland National does not require you to use any of these sales concepts; they are resources that can be used at your discretion for your own individualized sales presentations if appropriate for the particular client and circumstances.
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.
Apple Inc., and Spotify are independent third-party companies and are not affiliated with Midland National® Life Insurance Company. The Company does not endorse or promote any one platform: you should consider those that best
