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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.
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.
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.
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.
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.
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!
Security Mutual’s independent and professional representatives include a number of highly accomplished MoneyTrax Master Mentors who have presented at COW College, other MoneyTrax meetings and at Security Mutual sponsored educational meetings as well.
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.
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.
To learn more about Security Mutual and how we can help your MoneyTrax efforts, please complete the form below and we'll contact you. If you would like to speak to us about MoneyTrax please call 1-844-868-7366.