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Rollover Guide

The rollover guide covers the basics, walks through options, and the steps it may take to complete a rollover.

View guide

IRS Rollover Chart

The one-page chart provides IRS guidance on the different types of retirement accounts.

View chart

Benefits of Rolling to an Annuity flyer

Clients considering a rollover into an annuity? Provide them with this flyer, which highlights the benefits of this option.

Rollover flyer
View flyer

Looking for flexible premium options?
North American has you covered.

For those clients searching for self-funded retirement options, check out these fixed index annuities with flexible premium options.

Performance Choice® 8
fixed index annuity

Performance Choice 8 client video
View client video
Performance Choice 8 Client brochure
Download client brochure
Performance Choice rate spotlight
Download rate spotlight

North American Charter® Plus 10 and 14
fixed index annuities

Limited time! 1% premium bonus increase special1
Share premium bonus special flyer
Download 10-year client brochure
Download 14-year client brochure
NA Charter Plus rate spotlight
View rate spotlight
Check out our competitive product portfolio.
Download product portfolio
Have a rollover case you’d like to discuss? Contact Sales Support at 866-322-7066

FOR FINANCIAL PROFESSIONAL USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

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. 


Neither North American, nor any agents acting on its behalf, should be viewed as providing legal, tax or investment advice. Required distributions are taxable. Advise clients to talk to their tax adviser about how this impacts their situation.

It is your responsibility to follow all applicable laws, rules and regulations including those applicable to the licenses and other credentials you hold.
Performance Choice® 8 is a fixed index annuity issued on base contract form NA1007A/ICC16-NA1007A.MVA or appropriate state variation including all applicable endorsements and riders.

North American Charter® Plus is a fixed index annuity issued on base certificate/contract form NC/NA1007A, ICC16-NA1007A.MVA or appropriate state variation including all applicable endorsements and riders.
1. Assumes 1% premium bonus special on both North American Charter Plus 10 and North American Charter Plus 14, high band premium. The premium bonus increase may be modified or discontinued at any time without notice. All decisions are at the sole discretion of North American and all decisions are final. No exceptions will be made.

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 your accumulation value for additional optional benefit riders or strategy fees 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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© 2012 -2021 North American Company for Life and Health Insurance. All rights reserved.
 
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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.