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srsLiveWellSM Mutual Fund IRA

Smart Retirement Saving. Simple Investing Solutions.

The LiveWell Mutual Fund IRA helps you confidently round out your retirement savings ... in a simple, one-stop solution that helps you save time and money.

One Convenient Option Helps You Maximize Your Investment Options
Investing in multiple mutual funds can traditionally result in a mountain of paperwork and confusing quarterly statements.

With the LiveWell Mutual Fund IRA, you can set up as detailed an investment strategy as you'd like ... using as many investment options as you prefer ... all conveniently wrapped in one easy-to-manage IRA.

Investment Options From Leading Money Managers
Investing in an IRA doesn't have to mean forfeiting the investment savvy of the nation's most well-known money managers. The LiveWell Mutual Fund IRA gives you more than 100 mutual fund options ... from some of the most respected investment firms in the nation.

SMART SAVINGS
Saving on your investment costs just make sense. Here's an area where the LiveWell Mutual Fund IRA shines:

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That means you can choose from among some of the nation's most popular mutual funds - with only one recordkeeping fee and standard fund expenses.

The recordkeeping fee is compensation for administering, reporting and maintaining a history of IRA owner activities. Management services are not provided and no management fee is charged.

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Investing in mutual funds involves risk, including potential loss of investment. You should consider the fund's investment objectives, risks, charges and expenses carefully before investing. The prospectus and/or summary prospectus contains this and other information. You may contact your financial professional or call 866.747.3421 to obtain a current fund prospectus. Please read it carefully.

You should also consider the expenses of the IRA program before investing. You must receive a fund prospectus and the LiveWellSM Mutual Fund IRA disclosure form before investing.

IRAs are considered a long-term investment. Withdrawals from a Traditional or SEP IRA are generally subject to income taxes and if taken before age 59½, may be subject to an additional 10% IRS tax penalty. Withdrawals from a Roth IRA are generally not subject to income tax provided certain requirements are met. Information on Traditional, Roth and SEP IRAs is available in the LiveWellSM Mutual Fund IRA disclosure.

UMB Bank n.a. is the custodian for the LiveWellSM Mutual Fund IRA program. The mutual funds offered through the LiveWell Mutual Fund IRA are made available through Sammons Financial Network, LLCSM, member FINRA, 4546 Corporate Drive, Suite 100, West Des Moines, IA 50266. Information about the LiveWell Mutual Fund IRA and the funds can be obtained by calling 866.747.3421. UMB Bank n.a. is not an affiliate of Sammons Retirement Solutions, Inc.SM.

Mutual funds are not bank deposits, and are not insured by the FDIC, NCUA, or other regulatory agencies. They are not obligations of or guaranteed by the financial institution or other affiliated entities, and are not a condition of a loan. These products are subject to market risks and may lose value, including loss of principal.

Sammons Retirement Solutions, Inc.SM does not give legal or tax advice. Please consult with and rely upon your own tax advice and legal advisors.

Transparent Value, LLC is an affiliate of Guggenheim Partners, LLC which is an affiliate of Sammons Enterprises, Inc., the parent company of Sammons Financial Network and Sammons Retirement Solutions, Inc.SM.