Sammons Retirement Solutions®, a division of Sammons Institutional Group®, Inc., and member company of Sammons® Financial Group, Inc., has launched the LiveWell Mutual Fund NQASM, a nonqualified mutual fund account providing financial professionals and their clients with a streamlined, flexible approach to after-tax investing.
With increasing demand for simplicity and transparency in portfolio construction, the LiveWell Mutual Fund NQA offers a convenient way to access a wide range of professionally managed investment options within a single account.
Why the LiveWell Mutual Fund NQA stands out
The LiveWell Mutual Fund NQA builds on the success of Sammons’ LiveWell® Mutual Fund IRA, a flagship solution that has supported financial professionals and their clients since 2012.
The LiveWell Mutual Fund NQA provides access to more than 130 mutual funds managed by over 15 well-known fund families, all within an easy-to-manage platform. The account is designed to deliver flexibility and control, with no front-end or back-end charges, no transaction fees, and no charges for reallocations, rebalancing, or systematic withdrawals.
A single asset-based recordkeeping fee, combined with standard mutual fund expenses, offers a straightforward and transparent cost structure.
Diversified investing made simple
The LiveWell Mutual Fund NQA enables financial professionals to build diversified portfolios tailored to client goals, risk tolerance, and time horizons. Investors can choose from a broad range of asset classes—including equities, fixed income, and alternative strategies—and adjust allocations as individual needs evolve.
Optional features such as dollar cost averaging, automatic rebalancing, and systematic withdrawals are available to support disciplined, long-term investing strategies.
Model portfolios powered by Morningstar Investment Management LLC are also available, offering additional guidance for asset allocation and portfolio construction.
Flexibility and control at its core
As a nonqualified account, the LiveWell Mutual Fund NQA is built for after-tax assets, offering full liquidity and access to funds without withdrawal charges. This flexibility allows investors to align their investment strategy with a wide range of financial goals, while maintaining the ability to adapt to changing circumstances over time.
“Financial professionals tell us they want a simpler way to manage diversified portfolios, especially for after-tax assets,” said Greg Bonzagni, Vice President and Head of Distribution at Sammons Institutional Group. “The LiveWell Mutual Fund NQA brings a wide range of investment options into one platform, removing friction around transactions and ongoing management, and still gives clients full flexibility and control. Our target is to help financial professionals spend less time on the mechanics and more time on their clients.”
About Sammons® Financial Group, Inc.
The companies of Sammons Financial Group® help families and businesses by empowering futures and changing lives. Sammons Financial Group is employee-owned with member companies that are among the most enduring and stable in the financial services industry. Sammons Financial Group is Midwest-based, with offices in Iowa, Illinois, Minnesota, North Dakota, Ohio, Pennsylvania, South Dakota, and Virginia.
Investing in mutual funds involves risk, including potential loss of investment. You should consider the fund’s investment objectives, risks, charges, and expenses carefully before investing. The prospectus and/or summary prospectus contain this and other information. You may contact your financial professional, visit srslivewell.com/prospectus, or call 866-747-3421 to obtain a current fund prospectus. Please read it carefully before investing.
Sammons Institutional Group®, Inc. and Sammons Financial Network®, LLC., member FINRA, do not give tax, legal, or investment advice. Please consult with and rely upon your own tax, legal, or investment professional(s).
UMB Bank n.a. is the custodian for the LiveWell Mutual Fund NQASM. The mutual funds offered through the LiveWell Mutual Fund NQASM are made available through Sammons Financial Network®, LLC., member FINRA, 8300 Mills Civic Parkway, West Des Moines, IA 50266. Information about the LiveWell Mutual Fund NQASM and its funds can be obtained by calling 866-747-3421.
Securities distributed by Sammons Financial Network®, LLC., member FINRA. Sammons Institutional Group®, Inc. provides administrative services. Sammons Retirement Solutions® is a division of Sammons Institutional Group®, Inc. Sammons Financial Network®, LLC., member FINRA, Sammons Institutional Group®, Inc., and Sammons Retirement Solutions® are not affiliated with UMB Bank n.a.
Asset allocation (and/or diversification) does not ensure a profit or guarantee against loss; it is a method to help manage risk.
Morningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management provides nondiscretionary consulting services to Sammons Institutional Group®, Inc. (SIG) but is not acting in the capacity of adviser to individual investors. Morningstar Investment Management provides recommendations to SIG regarding asset allocation targets, for certain LiveWell® products/programs, which are subject to change without notice. Morningstar Investment Management establishes the allocations using its proprietary asset classifications. If alternative classification methods are used, the allocations may not meet the asset allocation targets. The Morningstar name and logo are registered marks of Morningstar, Inc. Morningstar Investment Management is not affiliated with SIG.
NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260602572202/en/
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