{"id":473340,"date":"2026-06-03T01:44:16","date_gmt":"2026-06-03T01:44:16","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/473340\/"},"modified":"2026-06-03T01:44:16","modified_gmt":"2026-06-03T01:44:16","slug":"sammons-retirement-solutions-launches-livewell-mutual-fund-nqasm-to-simplify-after-tax-investing","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/473340\/","title":{"rendered":"Sammons Retirement Solutions\u00ae launches LiveWell Mutual Fund NQASM to Simplify After-Tax Investing"},"content":{"rendered":"

WEST DES MOINES, Iowa–(BUSINESS WIRE<\/a>)–Sammons Retirement Solutions\u00ae, a division of Sammons Institutional Group\u00ae, Inc.<\/a>, and member company of Sammons\u00ae Financial Group, Inc.<\/a>, 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.<\/p>\n

\nWith 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.<\/p>\n

\nWhy the LiveWell Mutual Fund NQA stands out<\/p>\n

\nThe LiveWell Mutual Fund NQA builds on the success of Sammons\u2019 LiveWell\u00ae Mutual Fund IRA<\/a>, a flagship solution that has supported financial professionals and their clients since 2012.<\/p>\n

\nThe 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.<\/p>\n

\nA single asset-based recordkeeping fee, combined with standard mutual fund expenses, offers a straightforward and transparent cost structure.<\/p>\n

\nDiversified investing made simple<\/p>\n

\nThe 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\u2014including equities, fixed income, and alternative strategies\u2014and adjust allocations as individual needs evolve.<\/p>\n

\nOptional features such as dollar cost averaging, automatic rebalancing, and systematic withdrawals are available to support disciplined, long-term investing strategies.<\/p>\n

\nModel portfolios powered by Morningstar Investment Management LLC are also available, offering additional guidance for asset allocation and portfolio construction.<\/p>\n

\nFlexibility and control at its core<\/p>\n

\nAs 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.<\/p>\n

\n\u201cFinancial professionals tell us they want a simpler way to manage diversified portfolios, especially for after-tax assets,\u201d said Greg Bonzagni, Vice President and Head of Distribution at Sammons Institutional Group. \u201cThe 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.\u201d<\/p>\n

\nAbout Sammons\u00ae Financial Group, Inc.<\/p>\n

\nThe companies of Sammons Financial Group\u00ae 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.<\/p>\n

\nInvesting in mutual funds involves risk, including potential loss of investment. You should consider the fund\u2019s 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<\/a>, or call 866-747-3421 to obtain a current fund prospectus. Please read it carefully before investing.<\/p>\n

\nSammons Institutional Group\u00ae, Inc. and Sammons Financial Network\u00ae, 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).<\/p>\n

\nUMB 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\u00ae, 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.<\/p>\n

\nSecurities distributed by Sammons Financial Network\u00ae, LLC., member FINRA. Sammons Institutional Group\u00ae, Inc. provides administrative services. Sammons Retirement Solutions\u00ae is a division of Sammons Institutional Group\u00ae, Inc. Sammons Financial Network\u00ae, LLC., member FINRA, Sammons Institutional Group\u00ae, Inc., and Sammons Retirement Solutions\u00ae are not affiliated with UMB Bank n.a.<\/p>\n

\nAsset allocation (and\/or diversification) does not ensure a profit or guarantee against loss; it is a method to help manage risk.<\/p>\n

\nMorningstar Investment Management LLC is a registered investment adviser and subsidiary of Morningstar, Inc. Morningstar Investment Management provides nondiscretionary consulting services to Sammons Institutional Group\u00ae, 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\u00ae 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.<\/p>\n

\nNOT FDIC\/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK\/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.<\/p>\n","protected":false},"excerpt":{"rendered":"WEST DES MOINES, Iowa–(BUSINESS WIRE)–Sammons Retirement Solutions\u00ae, a division of Sammons Institutional Group\u00ae, Inc., and member company of…\n","protected":false},"author":2,"featured_media":473341,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[14],"tags":[114,268,85,46,266,267],"class_list":["post-473340","post","type-post","status-publish","format-standard","has-post-thumbnail","category-personal-finance","tag-business","tag-finance","tag-il","tag-israel","tag-personal-finance","tag-personalfinance"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/473340","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=473340"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/473340\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/473341"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=473340"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=473340"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=473340"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}