Listen to Security Mutual employees talk about their experience with MoneyTrax and the Circle of Wealth® concept, and how they can help you best. Click on the video to the right!

Explore Security Mutual

At Security Mutual we have the products, the people and the know-how to help you succeed in the Circle of Wealth® program. Take a look at what we offer you and your clients.

Security Mutual MoneyTrax Products

Products. We Get It.

The Security Mutual Life Customized UL4U® universal life insurance policy and The Security Designer WL4U® whole life insurance policies are engineered to enable policyowners to design the Maximum Efficient Contracts that are at the core of the MoneyTrax system.

The WL4U® line offers two different paid-up additions riders: one that may be suitable for the policyowner who is a systematic saver and the other for the policyowner who needs a significant level of flexibility not found in the paid-up additions offerings of other carriers.

The UL4U® product offers enhanced interest credits and lower Cost of Insurance charges and may be suitable for policyowners whose goals include the development of meaningful cash values.

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Security Mutual MoneyTrax Support

Agent Support. We Speak Your Language!

Security Mutual Life sends a team to COW® College every year so that the team learns first hand of developments regarding the MoneyTrax system.

A number of individuals in the marketing department work with various components of the MoneyTrax system—from the Mortgage Master to the Tax Master, from Retirement Ready or Not to the Personal Economic Model—every day, supporting advisors who favor MoneyTrax.

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Security Mutual MoneyTrax Underwriting

Underwriting. We Have Experience.

Security Mutual Life’s underwriters are familiar with MoneyTrax concepts. This familiarity allows Security Mutual Life’s underwriters to promptly evaluate the financial aspects of cases submitted by MoneyTrax advisors.

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Security Mutual MoneyTrax Services

Client Services. We’re Ready to Help.

The client services team at Security Mutual Life is familiar with MoneyTrax, too. Policyowners and insurance advisors who call Security Mutual Life speak to real people, not a machine. There are no synthetic voices here—only real people who are trained and who have a keen desire to help you and your clients.

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Security Mutual Works with You.

For Security Mutual Life agents in good standing, our Training Incentive Program will reimburse you for a portion of your training expenses. We will contribute toward the online MoneyTrax software training program, renewal fee, COW® College tuition and more!

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MoneyTrax Connection

Security Mutual Life's illustration software is linked to the MoneyTrax Spending Game, which allows the user to run an illustration and push the policy values directly to the Spending Game.

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Security Mutual MoneyTrax M. Vincent Mezetti

M. Vincent Mezetti, CLU—Master Mentor

“For the past 12 years I have been involved with MoneyTrax and I have represented Security Mutual Life for over 25 years. What I like about my relationship with Security Mutual is that when anyone from my company calls Security Mutual they talk to a person. Many of the Security Mutual employees, especially in marketing, customer service and underwriting , are familiar with MoneyTrax ideas, this means Security Mutual helps us get more done in less time than I can with other carriers.”

Security Mutual MoneyTrax Brian Dumont

Brian S. Dumont, EdM—Master Mentor

“They introduced me to Circle of Wealth®, and after three years I've become a master mentor. That program has given me an incredible knowledge base, and access to people in the business to exchange ideas with. It's the way I stay in touch and develop my business. They always seem to be on top of those sorts of new ideas that are coming along and connecting me with people who are best in this business and that's where I want to be. If you want that type of thing, if you want to be the best in this business, this is a great place to grow yourself.”