American National agents who are registered representatives of Securities Management and Research, Inc. (SM&R) also offer investment products to help you pursue your financial goals. Whether you are saving for retirement, saving for college or investing for current income, an SM&R registered representative can offer mutual fund solutions from some of America’s top investment companies.
Saving for Retirement
No matter what your retirement needs are, your SM&R registered representative can help you devise a strategy. Whether you are an individual investor or a business owner, our reps have the resources to help you with:
- IRAs—Roth and Traditional
- Rollovers from work retirement plans
- Employer sponsor retirement plans—401(k)s, SEP and SIMPLE IRAs
To find an SM&R registered representative in your area, contact your current American National or ANPAC agent, or call SM&R at 800-231-4639.
Education Savings
With education costs rising, it may make sense to plan for future costs now. Your SM&R registered representative can help find the strategy that best fits your needs. Whether saving for private school, college or vocational education, our reps have the resources to help you with:
- 529 College Savings Plan*
- Coverdell Education Savings Accounts
- UGMA/UTMA Custodial Accounts
To find an SM&R registered representative in your area, contact your current American National or ANPAC agent, or call SM&R at 800-231-4639.
*Not all SM&R Registered Representatives may be able to offer a 529 College Savings Plan.
Securities products are offered by registered representatives and distributed through Securities Management and Research, Inc. ("SM&R"), a broker-dealer subsidiary of American National insurance Company, located at 2450 South Shore Blvd., Suite 400, League City, TX 77573, (281) 334-2469, Member FINRA , SIPC. All securities products involve investment risk, are subject to market fluctuations and the possible loss of principal. For complete information about any securities product, ask your registered representative for a free prospectus or call SM&R at 800-231-4639 to request one. All investors are advised to carefully consider the investment objectives, risks and charges and expenses of an investment company before investing. The prospectus contains this and other information about the investment company. Investors should read the prospectus carefully before investing. Tax issues that may be discussed are subject to change. Discussion of such issues does not constitute tax or legal advice. Please consult your tax advisor, attorney or CPA for guidance on all tax matters.
Investors may obtain more information about the Securities Investor Protection Corporation(SIPC), including the SIPC brochure, by contacting SIPC at 202-371-8300, or visit www.sipc.org.
