Midland National A Sammons Financial Company

Issued by Midland National® Life Insurance Company

Midland Advisory |
RIA firm setup

 

Forms and important information to get started with Midland National.

IAR information form

IAR information form
(32182Y)

Complete this form to service business through an RIA.

RIA onboarding form

Advisory profile form
(32183Y)

Complete this form to administer and service annuity contracts sold by agents appointed with us.

How to deduct advisory fees

How to deduct advisory fees
(32341Y)

Instructions to request advisory fee deductions.

Advisor fee payment request form

Advisor fee payment request form
(32288Y)

Complete this form to request advisory fee deductions.

How to access MidlandNational.com<br />
account (for advisors)

How to access MidlandNational.com
account (for advisors) (32504Y-ADV)

Instructions to access your Midland National web account.

How to access MidlandNational.com<br />
account (for advisors)

Midland Advisory RegEd module product codes
(34310Y)

Instructions to access training for Midland Advisory products on RegEd.

Client advisor authorization form

Client advisor authorization form
(32041Y)

For post-issue services changes.

 

For additional service forms and account management, log into your Midland National account.

Login

 


Access innovative retirement solutions designed for your advisory practice.

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

This marketing material may not be available for use in all states.

Registered investment advisors (financial advisors) who work with our appointed insurance agents (financial professional(s)) operate independently from Midland National and vary in the extent to which they use the insurance products available to any respective financial professional.

Midland Advisory, part of Midland National® Life Insurance Company, specializes in retirement solutions to help meet the needs of registered investment advisors (RIAs) and their clients. Midland Advisory is not an issuer of insurance products.

Insurance products issued by Midland National Life Insurance Company, 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.

 

Not FDIC/NCUA Insured Not A Deposit Of A Bank Not Bank Guaranteed
May Lose Value Not Insured By Any Federal Government Agency

34297YREV 6-18-24