Mission, vision & values

Our mission

We seek to build meaningful and long-lasting relationships with distribution partners, working together to find a better way to meet the needs of their clients.
 

We deliver innovative retirement products and services to our distribution partners while operating in an environment built on the traditional values of honesty, integrity, respect, and accountability. We work hard and smart and believe our dedication and efforts will benefit all with whom we interact. Together we aspire to improve the investing experience.

Our vision

Our community of financial professionals is building their businesses and reputations based on the trust of their clients. We are doing the same.
 

The solutions that we provide are designed to provide the best value in terms of customer service, innovative thinking, and long-term results, given that investing involves both rewards and risks.

Our core values

What makes us distinct from other companies are the people who call Sammons Financial Group home. Our employees consistently uphold our company's core values of Accountability, Openness, Respect, and Integrity.

Variable annuities are designed for long-term investing, such as retirement investing and are subject to market risk including loss of principal.

 

Investing in mutual funds and variable annuities involves risk, including the potential loss of investment. You should consider the investment objectives, risks, charges, and expenses of the mutual fund or variable annuity and its underlying investment options 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 prospectus. Please read it carefully.

 

The term financial professional is not intended to imply engagement in an advisory business in which compensation is not related to sales. Financial professionals that are insurance licensed will be paid a commission on the sale of an insurance product.

 

Please view these important product-specific disclosures:

LiveWell® Mutual Fund IRA | LiveWell® Plus Mutual Fund IRA | LiveWell® Variable Annuity | LiveWell Dynamic AnnuitySM | LiveWell® Preferred Fixed Index Annuity | LiveWell® Guarantee Max

 

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.

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