WEST DES MOINES, Iowa--(BUSINESS WIRE)--

Sammons Retirement Solutions, Inc.SM, which develops and distributes products focused on IRA rollovers and other retirement assets, today announced the launch of LiveWell ModelsSM, a series of risk-based asset class model portfolios created exclusively for the LiveWell Retirement Series. Developed by Morningstar Associates, LLC, a registered investment advisor and a wholly owned subsidiary of Morningstar, Inc., LiveWell Models are designed to help financial professionals make informed asset allocation1 recommendations to clients to help them meet their investment goals.

The models provide financial professionals with a quick and easy way to create portfolios for clients based on the clients target asset allocations and according to their answers to an optional Morningstar Risk Tolerance Questionnaire. When creating a portfolio, an online Morningstar proposal-builder tool gives financial professionals the flexibility to use a LiveWell Model or to select a LiveWell Asset Class Model as a framework to choose the funds themselves. The tool allows financial professionals to add a hypothetical comparison portfolio to help evaluate the asset allocation, investment style, top holdings, and historical performance. The end result is a set of illustrations at the asset-class or investment option level that financial professionals can present to clients or prospects.

It is becoming increasingly important for financial professionals to give their clients a range of options for investing rollover money from 401(k) and other investment vehicles. The challenge with too many options may be the difficulty in allocating the investment dollars. said William Lowe, President of Sammons Retirement Solutions, Inc. To address the growing demand for allocation assistance, we have responded to financial professionals requests for something beyond traditional asset class allocation strategies. The LiveWell Mutual Fund IRA offers fund-specific models and the LiveWell Variable Annuity provides a similar model at the investment option level.

The models are comprised of portfolios that provide exposure to a broad spectrum of asset classes. Each model suggests the mix of investment options based on a clients time horizon, investment goals, and risk tolerance across different investment categories such as Conservative, Moderate, Moderate Growth, Growth, and Aggressive Growth. The models include investment options from brand name money managers as well as boutique managers.

About Sammons Retirement Solutions, Inc.SM(SRSI SM)

A member of Sammons Financial Group, Sammons Retirement Solutions, Inc.SM specializes in designing straightforward retirement solutions that address the increasingly complex needs of todays investors. The company complements Sammons Financial Groups existing business by expanding the product line with a Mutual Fund IRA platform and a variable annuity available for sale through independent broker-dealers and financial professionals.

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 potential loss of investment. You and your client 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 or your client can call 866.747.3421 to obtain a current prospectus for the mutual fund or the variable annuity and its underlying investment options. Please read it carefully.

You and your client should consider the expenses of the IRA program before investing. You and your client must receive a fund prospectus and the LiveWell Mutual Fund IRA disclosure form before investing.

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Sammons Retirement Solutions, Inc. Launches LiveWell Asset Allocation ModelsSM Powered by Morningstar Associates