1 Excessive trading policy; more than one "round trip"; involving the same investment option within a 60-calendar-day period is considered excessive trading. Please review the Disclosure Statement & Custodial Account Agreement of the LiveWell® Mutual Fund IRA booklet.
2 Statutory Basis as of 12/31/2019.
3 Ranked No. 75 on Forbes' 2019 List of America's Largest Private Companies. The list includes 228 privately held companies with revenues of more than $2 billion.
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 contain this and other information. You may contact your financial professional, visit srslivewell.com/prospectus, or call 866-747-3421 to obtain a current fund prospectus. Please read it carefully before investing.
Securities distributed by Sammons Financial Network®, LLC., member FINRA. Insurance products are issued by Midland National® Life Insurance Company (West Des Moines, IA). Sammons Institutional Group℠, Inc. provides administrative services. Sammons Financial Network®, LLC., Midland National® Life Insurance Company, and Sammons Institutional Group℠, Inc. are wholly owned subsidiaries of Sammons® Financial Group, Inc. Sammons Retirement Solutions® and Midland Retirement Distributors® are marketing divisions of Sammons Institutional Group℠, Inc.
Sammons® Financial Group, Inc. is comprised of Midland National® Life Insurance Company, North American Company for Life and Health Insurance®, Sammons Institutional Group℠, Inc., and Sammons Financial Network®, LLC., member FINRA. Sammons Retirement Solutions® and Midland Retirement Distributors® are marketing divisions of Sammons Institutional Group℠, Inc.
Please view these important product-specific disclosures for the LiveWell® Mutual Fund IRA.
NOT FDIC/NCUA INSURED, MAY LOSE VALUE INCLUDING LOSS OF PRINCIPAL, NO BANK/CU GUARANTEE, NOT A DEPOSIT, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY.
19177R PRT 05-20