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Issued by North American Company for Life and Health Insurance®
NAC Financial Home Makeover video

Your Financial Home Makeover starts here.



Take a look at the five steps you’ll complete to help organize and build a strong financial home:

 

  1. Lay a strong financial foundation by organizing important documents.
  2. Ensure you’re aware of and prepared for key retirement milestones.
  3. Prepare for life’s “what-ifs” with protection strategies.
  4. Add finishing touches through legacy planning.
  5. Schedule a final walkthrough with your financial professional to fine-tune your plan and help ensure your financial home is built to last.
Brick foundation

Step 1 - Organize your financial foundation

Before you can create your ideal financial future, you need a clear picture of where you stand today. Gather your key financial documents in one secure place so you always know where they are.  By getting your documents in order, you can make everyday financial decisions easier, help reduce stress for your loved ones in the future, and be better prepared for life’s unexpected changes.

Your financial professional may consider using the following resources to help your financial organization: 

Step 2 - Inspect your key retirement milestones

Before upgrading a home, an inspection reveals what needs attention. Your finances deserve the same care. Reviewing your retirement timeline and key milestones - like claiming Social Security or starting Required Minimum Distributions - helps you plan ahead, avoid surprises, and build a stronger financial future.

Your financial professional may consider using the following resources to help you inspect these retirement milestones:
Hard hat on a blueprint
Key in door

Step 3 - Secure your financial doors & windows

Just like a home, your finances need protection from life’s unexpected events. By planning ahead for emergencies, such as medical issues or job loss, you can keep your financial foundation strong and be ready for whatever the future holds.

Your financial professional may consider using the following resources to help you prepare for the unexpected:

Step 4 - Build your legacy

Legacy planning is about more than finances - it’s making sure your loved ones understand your wishes and intentions for the future. Finalize your financial “home” by keeping beneficiaries updated, exploring wealth transfer options, and having open family conversations.

Your financial professional can help guide these discussions, making the process comfortable and clear for everyone. They may consider using the following resources: 
Person gardening
People shaking hands

Step 5 - Call in the pros

Schedule your final walkthrough with your financial professional to fine-tune your plan, add income and protection strategies, and help ensure your financial home is built to last.

Your financial professional may consider using the following resources to help you complete your Financial Home Makeover: 

Your Financial Home is built – now maintain its strength

With your financial blueprint in place and your documents organized, you can be ready for whatever comes your way. Keep your records current, review your plan periodically, and communicate updates with your family. A well-cared-for financial home can weather any storm and stay strong for years to come.

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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.

39725Z
REV 9-25