Financial Information

A history of financial strength

As a privately held company, Sammons Financial Group is not driven by short-term earnings pressures. We plan for the long term, which has resulted in a consistently strong performance throughout the years – even during tough economic times. We honor our commitments to our customers with a disciplined and conservative investment strategy. We closely monitor our investments, maintain a balanced and diversified portfolio, and a strong capital position. Our bottom line is the bottom line when it comes to honoring the financial commitments we make to our customers.

Sammons Financial Group by the numbers*

• $99.7 billion in total assets
• 1,096,216 life insurance policies
• $310.2 billion life insurance in force
• 609,654 annuity contracts
• $1.1 billion life insurance claims paid

*As of December 31, 2020. Source: Statutory Annual Statements of the Sammons Financial Group Member Companies as filed with the NAIC.