Articles from Sammons Financial Group, Inc.

Sammons Enterprises, Inc. (SEI) and Sammons Financial Group (SFG) (SEI and SFG, collectively “Sammons”) are aware of public reports that attempt to link SEI and SFG to reported investigations regarding Guggenheim and certain of its affiliates. Sammons is a separate and independently managed organization.

Sammons Institutional Group (SIG), a member company of Sammons® Financial Group, Inc., welcomes Piera Valle into a new role as Vice President, Financial Institutions.

Sammons Financial Group® long-time Senior Vice President and Chief Financial Officer Don Lyons has announced his retirement effective April 1, 2025. Lyons joined the company in 2002 and has elevated throughout the financial and corporate services functions over his two-plus decade tenure. Lyons became Sammons Financial Group CFO in 2013.

Midland National® Life Insurance Company and North American Company for Life and Health Insurance®, member companies of Sammons® Financial Group, Inc., are proud to unveil their enhanced Indexed Universal Life (IUL) products. Midland National announces Strategic Accumulator® IUL 3, and North American announces Builder Plus IUL® 4. These highly competitive, next generation products build upon the design of the companies’ flagship IUL products by providing strong death benefit protection and robust long-term cash value accumulation potential. These IULs can help policyowners plan for their futures while minimizing the impact of market volatility and taxes.

Sammons Retirement Solutions, a division of Sammons Institutional Group®, Inc., and member company of Sammons Financial Group, is partnering with Nasdaq® to launch the Nasdaq-100 Max 30™ Index on the LiveWell Dynamic Annuity®, a registered index-linked variable annuity (RILA). This new index is available exclusively on the LiveWell Dynamic Annuity, which is the only RILA on the market to offer a 30% volatility index.

Sammons® Financial Group, Inc. expanded its local community support by donating more than $4.2 million to charitable organizations in its corporate cities throughout 2023. Additionally, employees contributed 10,000 hours in volunteer service.

Sammons Financial Group has named Aaron Witt to a new position as vice president and Chief Digital and Data Officer. The appointment will focus on bringing business, technology, and operations closely together to transform agent and customer experiences. The concept builds upon the company’s Vision 2025 plan and is specifically targeted at using new and emerging digital technology to elevate the agent and customer experience as they work with Sammons Financial Group’s member companies.