OZARK NATIONAL LIFE
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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.  


Keep in mind that investing involves risk. Past performance does not guarantee future results. The value of your investment will fluctuate over time, and you may gain or lose money. Investment return and principal value will vary and mutual fund shares may be worth more or less at redemption than the original purchase price. Mutual fund shares are not deposits or obligations of, or guaranteed or endorsed by, any bank or other depository institution. Shares are not federally insured by the FDIC, the Federal Reserve Board or any other government agency.

  
 
Ozark National Life

500 E. 9th Street
Kansas City, MO 64106

Phone: (816) 842-6300
Fax: (816) 471-6981
service@ozarknational.com 		   
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Mutual funds are Investment Products

Life insurance provided by Ozark National Life Insurance Co.*
• (816) 842-6300
Mutual funds offered through N.I.S. Financial Services, Inc.*^
• (816) 842-8685
500 E. 9th Street, Kansas City, MO 64106

* Wholly Owned Subsidiaries of Americo Financial Life and Annuity Insurance Company

^ N.I.S. Financial Services, Inc. is not a member of
Securities Investor Protection Corporation (SIPC).