
Listen as Sarah Theis, Vice President and Chief Strategy Officer shares more about the the all-new North American+ and how it can help agents streamline the handling of their annuity business with their clients.Click her to access the North American+ website (log-in required): https://www.northamericancompany.com/group/nacolah-portal/an-agent-homepage#/agent-dashboard/sfg-home-office-user NAC+ Demo Link: https://sfgmembers.wistia.com/medias/tn105c8tuv ---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.Apple Inc., and Spotify are independent third-party companies and are not affiliated with North American Company for Life and Health Insurance. The Company does not endorse or promote any one platform: you should consider those that best support your business model and technology resources.
Jul 27, 2023
4 min

Listen as Mike Pietig, Vice President of Annuity New Business & Suitability Operations shares more information about the Annuity e-Biz rebrand, formerly known as Annuity e-App, and how some of its new features can help benefit agents and their book of business. ---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.NAC Control. XSM fixed index annuity is issued on base contract form NA1015A/ICC21-NA1015A or appropriate state variation including all applicable endorsements and riders.Apple Inc., and Spotify are independent third-party companies and are not affiliated with North American Company for Life and Health Insurance. The Company does not endorse or promote any one platform: you should consider those that best support your business model and technology resources.
Jul 20, 2023
14 min

Listen to Kevin Mechtley, VP of business development and chief innovation officer, discuss his article 'The Sword or the Shield?' and how agents can help win the “new longevity. You can access the full article here.---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 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.Apple Inc., and Spotify are independent third-party companies and are not affiliated with North American Company for Life and Health Insurance. The Company does not endorse or promote any one platform: you should consider those that best support your business model and technology resources.
Jun 20, 2023
9 min

Listen as Josh Woodvine, VP of North American Annuity Sales gives an overview of our new fixed index annuity – NAC Control. X. ---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 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 your 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.NAC Control. XSM fixed index annuity is issued on base contract form NA1015A/ICC21-NA1015A or appropriate state variation including all applicable endorsements and riders by North American Company for Life and Health Insurance®, West Des Moines, IA. This product, its features and riders may not be available in all states.Product availability may vary by state or broker dealer.1. Optional Total Control rider is attached to the base product for an annual rider charge of 1.25% of the total income base.2. Lifetime income refers to guaranteed payment of lifetime payment amounts (LPA’s) as defined in the Total Control rider included in this contract. It does not refer to interest credited to the contract. Income streams can being in year 2 and starting at age 50. Please advise your client to consult with their own tax advisor regarding tax treatment of LPAs, which will vary according to individual circumstances.3. The deferred income base may increase annually up to 20 years by a guaranteed roll-up rate and participating roll-up. The participating roll-up is a set percentage of the dollar amount of interest credited to the accumulation value multiplied by the deferred growth ratio. The deferred growth ratio is the deferred income base divided by the total income base.4. The LPA ADL Multiplier requires a 2-year minimum wait period and can be paid out for a maximum of five annual payments as long as the covered person continues to meet the requirements on each payment. Confirmation that the covered person continues to meet the requirements will be required on an annual basis. Certain conditions and limitations apply. See contract for complete details.5. A.M. Best Company rating—effective July 29, 2022. A+ is the 2nd of 15 categories.Neither Barclays Bank PLC (“BB PLC”) nor any of its affiliates (collectively, “Barclays”) is the issuer or producer of fixed index annuities and Barclays has no responsibilities, obligations or duties to policyholders in fixed index annuities. The Barclays Transitions 12 VC IndexTM and the Barclays Transitions 6 VC IndexTM (the “Indexes”), together with any Barclays indices that are components of th
May 25, 2023
5 min

Listen as Lori Bochner, VP of Marketing , discusses our research on women and their relationships with financial professionals in retirement planning. ---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.1. Based on 2021 North American Company for Life and Health Insurance® Empowered Study. The general consumer study was conducted Jan.-Feb. 2021, and included 622 total respondents, both men and women, age 40 and above. The agent study was conducted Jan.-Feb. 2021, and included 339 contracted agents including both men and women. Analysis is for educational purposes only. The experience of the participants of the 2021 Study may not be representative of the experience of all.
May 9, 2023
9 min

Director of Government Affairs, Tyler Brown, joined us in February to discuss the SECURE 2.0. Act. The SECURE 2.0 Act was recently signed into law and is a bipartisan package of retirement policy reforms. ---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. Neither North American Company for Life and Health Insurance, 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.
May 9, 2023
7 min

In-house media experts Chris Nelson and Mike Jefferson delve deeper into their new podcast series, A/V Shop Talk. In this episode, Chris and Mike discuss the origins of their podcast, highlights of the series, and why it’s so popular with agents.---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.
May 9, 2023
8 min

Chief Distribution Officer, Bryce Biklen, joined us in January to discuss 2022 successes and provide a look ahead of 2023.---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. 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.1. As of 2006, North American Company for Life and Health Insurance rating was awarded as part of Sammons® Financial Group Inc., which consists of Midland National® Life Insurance Company and North American Company for Life and Health Insurance® A.M. Best is a large, third-party independent reporting and rating company that rates an insurance company on the basis of the company’s financial strength, operating performance, and ability to meet its obligations to policyholders. S&P Global Ratings is an independent, third-party rating firm that rates on the basis of financial strength. Ratings shown reflect the opinions of the rating agencies and are not implied warranties of the company’s ability to meet its financial obligations. The ratings apply to North American’s financial strength and claims-paying ability. A) A.M. Best rating affirmed on July 29, 2022. For the latest rating, access ambest.com. B) Awarded to North American as part of Sammons® Financial Group Inc., which consists of Midland National® Life Insurance Company and North American Company for Life and Health Insurance®. C) S&P Global rating assigned Feb. 26, 2009 and affirmed on May 25, 2022. D) Fitch Ratings, a global leader in financial information services and credit ratings, on Dec. 14, 2021, assigned an Insurer Financial Strength rating of A+ Stable for North American. This rating is the fifth highest of 19 possible rating categories. The rating reflects the organization’s strong business profile, low financial leverage, very strong statutory capitalization and strong operating profitability supported by strong investment performance. For more information, access fitchratings.com.
May 9, 2023
4 min
