Question 1

What is the Balanced Program® offered by Ozark National Life?

Accepted Answer

The Balanced Program® is a product offered by Ozark National Life that combines life insurance coverage and mutual fund investments, providing a simple and effective way for customers to save money for their future. The program is designed to balance life insurance needs with retirement goals.

Question 2

What types of mutual funds are offered through Ozark National Life?

Accepted Answer

Ozark National Life offers mutual funds through its wholly-owned subsidiary, N.I.S. Financial Services, Inc. These mutual funds are investment products, not deposits or obligations of any bank or depository institution, and are not federally insured.

Question 3

What should customers keep in mind when investing with Ozark National Life?

Accepted Answer

Customers should keep in mind that investing involves risk, and past performance does not guarantee future results. The value of an investment can fluctuate over time, and customers may gain or lose money. Mutual fund shares are not guaranteed or endorsed by any bank or other institution.

NIS Financial Services Inc

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Frequently Asked Questions about NIS Financial Services Inc

What is the Balanced Program® offered by Ozark National Life?

What types of mutual funds are offered through Ozark National Life?

What should customers keep in mind when investing with Ozark National Life?

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