OZARK NATIONAL LIFE
 
 
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About The Balanced Program About our Founder

About The Balanced Program



Ozark National Life began in 1964. By 1969 we began to market our new product - The Balanced Program®. At that time, we were convinced that The Balanced Program® would revolutionize the life insurance industry. We are even more convinced of that today. By combining a mutual fund investment with the coverage of a life insurance policy, The Balanced Program provides the potential for growth and protection which neither product could provide alone.



The Balanced Program® is designed to provide for your future in the event of a long life, a premature death or a disability. Through the correlated sale of life insurance and mutual fund shares, The Balanced Program® can provide you with the guarantees of a life insurance policy together with the potential for growth through periodic investments in a mutual fund.

In the event of a long life, the life insurance policy accumulates cash values which are guaranteed. Additionally, potential growth is made possible through periodic investments in your mutual funds. Your mutual funds can be set up as a non-tax qualified account, a Roth IRA account, or an IRA account.

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 account 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


THE BALANCED PROGRAM FEATURES:

one


Death:
Modified Whole Life
Insurance with a
decreasing death
benefit. Lump sum
payment to beneficiary.
Plan 287 includes
an investment
plan completion
feature upon death.*

*Plan 287 only.



2


Disability Option:
Ozark National Life
will pay the fund
investment and
insurance premium
in the event of a
disability before
age 60.



three


Guaranteed Cash
Value
four


Mutual Fund
Investment: for as long as
you pay premiums
on your policy, and
the mutual fund
accounts can be set
up as a non-tax
qualified account, a Roth IRA account,
or an IRA account.

 
Likewise, if you die, Ozark National Life will pay your designated beneficiaries 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.

We hope that after reviewing this site, you will be as excited about The Balanced Program® as we are.

About Our Founder

In 1964, Charles N. Sharpe founded Ozark National Life. By 1969, The Company began to market a new product— The Balanced Program®. With The Balanced Program® Mr. Sharpe had developed a product designed to help people through all contingencies of life, be it death, disability or retirement. Mr. Sharpe always believed that life's greatest blessing was people. And he was concerned that many were not planning for the long-term. He believed that his success and the success of the Company would be built on helping people build toward a better future. With this product, designed to stand the test of time, and an unending faith in people, Mr. Sharpe was able to build a company with an enduring legacy that has been in business for over fifty years. More importantly, through his Company and his philanthropic and ministerial endeavors, he was able to improve countless lives.

Mr. Sharpe and his wife, Laurie Sharpe, founded CNS International Ministries and the Heartland Community Church which have helped thousands of men, women and families get free from life-controlling behaviors through the Gospel. Mr. Sharpe’s legacy is carried on through these organizations, Ozark National Life, and the testimonies all of the lives that were impacted by his passion and generosity.

over
50
years in business
over
$5
billion of life
insurance in force
in
29
states
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 National Western Life Group, Inc.†
† Wholly owned subsidiaries of S. USA Life Insurance Company, Inc ††
†† Wholly owned subsidiaries of Prosperity Holding Company. **
** Wholly owned subsidiaries of Prosperity Life Insurance Group, LLC ++
++ Wholly owned subsidiaries of Prosperity Group Holdings, LP

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