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Issued by North American Company for Life and Health Insurance®
The Financial Prepper

Welcome to your Financial Home Makeover


Discover the blueprint for organizing, protecting, and upgrading your financial life so you can build a lasting legacy and approach retirement with confidence.

What is a Financial Home Makeover?


Just as a traditional home requires regular maintenance and occasional updates, your financial “home” deserves the same attention. A Financial Home Makeover serves as your step-by-step guide to organizing, updating, and strengthening your financial life, from the foundation up.
This process can help you:

  • Lay a strong financial foundation by organizing important documents
  • Review key retirement milestones
  • Prepare for life’s “what-ifs” with protection strategies
  • Add finishing touches through legacy planning
  • Partner with a financial professional for a final review
Whether you’re getting ready for retirement or simply want more control and confidence, this is your blueprint for building a sturdy financial future for you and your loved ones.

 

What are the building blocks of a Financial Home Makeover?

 

Explore the essential steps for creating a sturdy financial future. From organizing important documents to preparing for life’s “what-ifs,” our Financial Home Makeover resources help you shore up your foundation, navigate key retirement milestones, and add the finishing touches with legacy planning.

 

Ready to get started? Access tools, checklists, and guides to help you navigate the financial renovation process with ease.

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Sammons Financial® is the marketing name for Sammons® Financial Group, Inc.’s member companies, including North American Company for Life and Health Insurance®. Annuities and life insurance are issued by, and product guarantees are solely the responsibility of, North American Company for Life and Health Insurance.

Insurance products issued by North American Company for Life and Health Insurance®, 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.

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REV 9-25