Page 60 - Mumme Booklet

DRAFT

SURVIVOR DECISIONS; IT HAPPENED. WHAT NOW?

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .

DECISIONS A SURVIVOR NEEDS TO MAKE
Should I pay o
the mortgage?
Do I need to nd
a di erent job? What should I do with
the life insurance
proceeds?
Do I have to make all the
investment decisions now?

How will my income
and taxes change? Who should I name
as guardians and
bene ciaries? Am I able to take time o
from work to readjust?

Can I still fund my
children’s education? Am I going
to be ok? Do I have time to think
about where I want to live?

Will we have to Do I qualify for social
change our lifestyle? security bene ts?

Some decisions need to be made now, but some decisions could be made later.

. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
This plan is not complete without the Assumptions and Disclosures pages appearing at the end.
3170326-1-4 January 29, 2021 Page 60 of 108