Balance Life Right
Ozark National Life is dedicated to providing financial security to policy owners and their beneficiaries to assure them the quality of life they might otherwise not enjoy.
In the event of a long life, the life insurance policy accumulates cash values which are guaranteed.
If you become disabled while covered by The Balanced Program’s® total and permanent disability rider, the insurance protection will make periodic investments in your mutual fund accounts to meet your scheduled investments for as long as you remain disabled. In other words, the life insurance component will ensure that your scheduled investments are made, even if you become unable to work because of disability.
Additionally the waiver of premium benefit provides for the payment of your life insurance premiums for as long as you remain disabled. Terms and conditions apply.
Likewise, if you pass away, we will pay your designated beneficiaries the scheduled death benefit which with our Plan 287 is designed to allow the immediate purchase of mutual funds to complete the investment portion of the program.
Life Insurance
We give you the coverage of a life insurance policy, that provides the potential for growth and protection through periodic investments in a mutual fund.
Mutual Funds
Your mutual funds can be set up as a non-tax qualified account, a Roth IRA account, or an IRA account.
The Balanced Program®
The Balanced Program® provides a unique opportunity to plan for life’s challenges. In the event of a long life, a premature death, or a disability and the unexpected financial hardships that come along with these, The Balanced Program® has you covered.