NA Home Makeover assessment link generator

This easy-to-use assessment helps guide conversations about retirement readiness and next steps, based on your client’s situation. It is also designed to help you qualify your leads.
After completing the assessment, a report will be sent to you and your client via email. To accomplish this, you will need to create your own custom link to the assessment.
Get your custom link
  1. Fill out the form to generate your custom link.
  2. Look for your link in your email inbox.
  3. Share the link with your clients.
First name
Last name
Email address

For best results:

Try it in person
Use the assessment in person or over Zoom to enhance your client conversations!
Share it with your network
Treat this tool as a promotional value-add to help build up your business:

  • Share it on social media

  • Add it to your website

  • Email it to clients

Follow up
If used remotely or outside of meetings, be sure to follow up with clients to keep the conversations going.

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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.

FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

39725Z

FOR AGENT USE ONLY. NOT TO BE USED FOR CONSUMER SOLICITATION PURPOSES.

REV 9-25