Page 12 - Mumme Booklet

DRAFT

HAVING CHOICES IN RETIREMENT REALLY MATTERS

Pre-Retirement
Income

Deferred Investments 401(k), IRA Roth Life
Annuities Insurance

Income Annuities

Social Security

Pension
Cash Reserve
Other Income
Sources
Legacy

Retirement
Income

The primary purpose of permanent life insurance is to provide a death benefit. Using permanent
life insurance accumulated value to supplement retirement income will reduce the death benefit
and may affect other aspects of the policy.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
3170326-1-4 January 29, 2021 Page 12 of 108